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
2526
$1.16M ﹤0.01%
40,930
+6,237
2527
$1.16M ﹤0.01%
113,672
-5,694
2528
$1.16M ﹤0.01%
11,071
-1,658
2529
$1.16M ﹤0.01%
338,970
-14,980
2530
$1.16M ﹤0.01%
341,123
-37,049
2531
$1.16M ﹤0.01%
35,574
-89,992
2532
$1.15M ﹤0.01%
47,616
-63,102
2533
$1.15M ﹤0.01%
35,640
+17,699
2534
$1.15M ﹤0.01%
79,470
+907
2535
$1.15M ﹤0.01%
26,799
-2,026
2536
$1.15M ﹤0.01%
21,095
-4,878
2537
$1.15M ﹤0.01%
41,451
-6,115
2538
$1.15M ﹤0.01%
23,220
-25,417
2539
$1.15M ﹤0.01%
63,433
-30,910
2540
$1.14M ﹤0.01%
172,934
+2,255
2541
$1.14M ﹤0.01%
12,993
+3,508
2542
$1.14M ﹤0.01%
40,047
+3,222
2543
$1.14M ﹤0.01%
58,294
-57,578
2544
$1.14M ﹤0.01%
16,709
+4,348
2545
$1.13M ﹤0.01%
63,232
-35,859
2546
$1.13M ﹤0.01%
87,177
-105,564
2547
$1.13M ﹤0.01%
30,637
-4,971
2548
$1.12M ﹤0.01%
30,566
-2,555
2549
$1.12M ﹤0.01%
408,725
-167,078
2550
$1.11M ﹤0.01%
27,455
+8,371
100 101
102
103 104