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
$124B
AUM Growth
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,369
New
Increased
Reduced
Closed

Top Buys

1
+$3.55B
2
+$494M
3
+$330M
4
LMT icon
Lockheed Martin
LMT
+$287M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$277M

Top Sells

1
+$556M
2
+$343M
3
+$327M
4
ETP
Energy Transfer Partners L.p.
ETP
+$303M
5
ITW icon
Illinois Tool Works
ITW
+$287M

Sector Composition

1 Financials 8.35%
2 Healthcare 8.07%
3 Technology 7.35%
4 Industrials 6.9%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112M 0.08%
3,496,606
+249,156
227
$112M 0.08%
2,755,991
+236,549
228
$111M 0.07%
2,153,959
+582,182
229
$110M 0.07%
1,594,277
+35,857
230
$109M 0.07%
4,094,585
-4,652,473
231
$107M 0.07%
652,991
+276,273
232
$106M 0.07%
1,741,205
-94,667
233
$105M 0.07%
1,097,372
-23,122
234
$105M 0.07%
1,532,943
-337,176
235
$105M 0.07%
847,286
-16,506
236
$105M 0.07%
1,445,950
+307,024
237
$105M 0.07%
4,443,839
+1,523,806
238
$104M 0.07%
1,031,277
-79,597
239
$102M 0.07%
3,832,924
-922,150
240
$102M 0.07%
3,867,232
+285,159
241
$101M 0.07%
3,399,050
+3,119,835
242
$101M 0.07%
3,675,871
+48,790
243
$99.1M 0.07%
1,053,746
-46,256
244
$98.5M 0.07%
1,323,570
-235,817
245
$97.8M 0.07%
1,238,041
-1,323,872
246
$96.7M 0.06%
1,870,937
-991,839
247
$96.6M 0.06%
842,470
+30,622
248
$95.4M 0.06%
7,024,423
+198,856
249
$93.8M 0.06%
9,179,120
-2,433,430
250
$93.4M 0.06%
2,418,675
-103,314
8 9
10
11 12