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
2501
$1.2M ﹤0.01%
102,174
+23,935
2502
$1.2M ﹤0.01%
35,866
-12,411
2503
$1.19M ﹤0.01%
93,437
-30,811
2504
$1.19M ﹤0.01%
34,418
-38,355
2505
$1.19M ﹤0.01%
112,311
+33,787
2506
$1.19M ﹤0.01%
53,513
-4,636
2507
$1.19M ﹤0.01%
18,702
+15,051
2508
$1.19M ﹤0.01%
99,275
-100,614
2509
$1.19M ﹤0.01%
79,690
-856
2510
$1.19M ﹤0.01%
102,476
-166,690
2511
$1.18M ﹤0.01%
28,106
-111,187
2512
$1.18M ﹤0.01%
62,881
+54,246
2513
$1.18M ﹤0.01%
58,973
+28,854
2514
$1.18M ﹤0.01%
80,723
+6,991
2515
$1.18M ﹤0.01%
20,453
+3,245
2516
$1.18M ﹤0.01%
10,626
-13,074
2517
$1.17M ﹤0.01%
391
+276
2518
$1.17M ﹤0.01%
97,043
-59,670
2519
$1.17M ﹤0.01%
55,329
+879
2520
$1.17M ﹤0.01%
65,040
+12,846
2521
$1.16M ﹤0.01%
139,504
+6,590
2522
$1.16M ﹤0.01%
19,012
+315
2523
$1.16M ﹤0.01%
17,641
-25,695
2524
$1.16M ﹤0.01%
24,334
2525
$1.16M ﹤0.01%
23,651
-1,576
99 100
101
102 103