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
2376
$3.57M ﹤0.01%
321,232
-21,677
2377
$3.56M ﹤0.01%
73,377
-25,352
2378
$3.55M ﹤0.01%
252,460
-78,499
2379
$3.54M ﹤0.01%
425,312
-7,147
2380
$3.54M ﹤0.01%
73,990
-30,554
2381
$3.53M ﹤0.01%
441,671
+8,032
2382
$3.53M ﹤0.01%
41,210
-37,260
2383
$3.53M ﹤0.01%
150,697
+82,874
2384
$3.52M ﹤0.01%
299,439
+235,034
2385
$3.52M ﹤0.01%
474,437
-410,066
2386
$3.51M ﹤0.01%
147,598
-39,602
2387
$3.51M ﹤0.01%
63,577
-39,904
2388
$3.5M ﹤0.01%
77,678
+14,676
2389
$3.49M ﹤0.01%
128,904
-38,979
2390
$3.49M ﹤0.01%
251,630
+32,852
2391
$3.49M ﹤0.01%
82,994
+79,190
2392
$3.49M ﹤0.01%
23,218
+12,337
2393
$3.49M ﹤0.01%
222,430
+27,455
2394
$3.47M ﹤0.01%
41,235
-10,993
2395
$3.46M ﹤0.01%
19,235
+4,605
2396
$3.46M ﹤0.01%
66,264
-359
2397
$3.46M ﹤0.01%
123,083
-13,853
2398
$3.45M ﹤0.01%
36,299
-34,608
2399
$3.45M ﹤0.01%
37,063
+6,363
2400
$3.45M ﹤0.01%
50,138
-7,627
94 95
96
97 98