UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,143
New
Increased
Reduced
Closed

Top Buys

1
+$1.37B
2
+$1.22B
3
+$1.11B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$885M
5
NKE icon
Nike
NKE
+$833M

Top Sells

1
+$398M
2
+$385M
3
+$351M
4
PXD
Pioneer Natural Resource Co.
PXD
+$263M
5
NRG icon
NRG Energy
NRG
+$239M

Sector Composition

1 Technology 22.16%
2 Financials 10.23%
3 Healthcare 7.95%
4 Consumer Discretionary 7.27%
5 Communication Services 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$3.69M ﹤0.01%
33,860
+5,812
2352
$3.69M ﹤0.01%
99,804
-10,966
2353
$3.69M ﹤0.01%
49,550
-10,218
2354
$3.68M ﹤0.01%
137,592
-1,551
2355
$3.68M ﹤0.01%
471,456
+108,506
2356
$3.67M ﹤0.01%
220,474
+2,390
2357
$3.67M ﹤0.01%
73,232
+20,759
2358
$3.67M ﹤0.01%
35,452
-43,165
2359
$3.67M ﹤0.01%
29,673
+24,345
2360
$3.66M ﹤0.01%
198,144
+66,229
2361
$3.65M ﹤0.01%
156,986
-8,683
2362
$3.64M ﹤0.01%
235,296
+182,697
2363
$3.63M ﹤0.01%
124,013
+788
2364
$3.63M ﹤0.01%
79,717
+13,135
2365
$3.62M ﹤0.01%
715,978
+17,975
2366
$3.61M ﹤0.01%
429,835
-53,265
2367
$3.61M ﹤0.01%
112,940
+22,559
2368
$3.61M ﹤0.01%
106,709
-29,116
2369
$3.6M ﹤0.01%
49,422
-10,693
2370
$3.6M ﹤0.01%
76,032
-3,235
2371
$3.6M ﹤0.01%
32,536
-7,949
2372
$3.6M ﹤0.01%
587,789
+396,163
2373
$3.58M ﹤0.01%
179,034
-91,983
2374
$3.57M ﹤0.01%
121,595
-74,650
2375
$3.57M ﹤0.01%
315,396
+96,832
93 94
95
96 97