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
2451
$3.21M ﹤0.01%
436,158
-5,283
2452
$3.21M ﹤0.01%
34,334
+42
2453
$3.21M ﹤0.01%
133,612
+61,064
2454
$3.21M ﹤0.01%
85,891
-43,567
2455
$3.2M ﹤0.01%
25,887
-21,563
2456
$3.2M ﹤0.01%
39,704
-21,616
2457
$3.19M ﹤0.01%
22,822
+2,432
2458
$3.19M ﹤0.01%
133,683
-166,348
2459
$3.18M ﹤0.01%
50,956
+7,038
2460
$3.18M ﹤0.01%
171,749
-831,953
2461
$3.18M ﹤0.01%
84,641
-225,723
2462
$3.18M ﹤0.01%
1,747
-17
2463
$3.16M ﹤0.01%
111,520
+12,362
2464
$3.16M ﹤0.01%
136,223
-207,656
2465
$3.16M ﹤0.01%
206,978
+18,102
2466
$3.16M ﹤0.01%
115,996
-8,029
2467
$3.15M ﹤0.01%
31,852
-29,400
2468
$3.15M ﹤0.01%
119,355
-83,195
2469
$3.14M ﹤0.01%
11,642
-541
2470
$3.14M ﹤0.01%
77,045
+33,100
2471
$3.13M ﹤0.01%
47,675
+168
2472
$3.13M ﹤0.01%
30,092
+18,378
2473
$3.13M ﹤0.01%
85,018
+2,475
2474
$3.12M ﹤0.01%
55,125
-114,208
2475
$3.11M ﹤0.01%
72,377
-11,286
97 98
99
100 101