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
2401
$3.45M ﹤0.01%
329,973
+162,775
2402
$3.45M ﹤0.01%
28,791
-5,995
2403
$3.44M ﹤0.01%
106,827
+12,450
2404
$3.44M ﹤0.01%
73,437
+3,572
2405
$3.43M ﹤0.01%
53,698
+43,756
2406
$3.43M ﹤0.01%
277,821
+35,782
2407
$3.43M ﹤0.01%
123,655
-113,877
2408
$3.43M ﹤0.01%
51,666
-3,814
2409
$3.42M ﹤0.01%
42,731
+1,559
2410
$3.41M ﹤0.01%
212,068
-20,449
2411
$3.41M ﹤0.01%
74,673
-26,766
2412
$3.38M ﹤0.01%
152,731
+8,048
2413
$3.38M ﹤0.01%
157,656
-39,011
2414
$3.38M ﹤0.01%
62,329
+14,923
2415
$3.37M ﹤0.01%
13,781
-18,609
2416
$3.37M ﹤0.01%
495,516
-19,428
2417
$3.37M ﹤0.01%
343,886
-35,795
2418
$3.35M ﹤0.01%
331,179
-5,789
2419
$3.35M ﹤0.01%
154,555
-82,593
2420
$3.35M ﹤0.01%
272,091
+139,890
2421
$3.34M ﹤0.01%
424,112
+216,165
2422
$3.34M ﹤0.01%
30,675
-35,030
2423
$3.34M ﹤0.01%
934,195
+9,880
2424
$3.33M ﹤0.01%
65,231
-3,849
2425
$3.33M ﹤0.01%
123,067
-10,332
95 96
97
98 99