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
2551
$1.11M ﹤0.01%
207,056
+24,414
2552
$1.11M ﹤0.01%
21,615
-2,175
2553
$1.11M ﹤0.01%
22,727
+383
2554
$1.11M ﹤0.01%
16,691
+5,612
2555
$1.1M ﹤0.01%
92,104
+86,904
2556
$1.1M ﹤0.01%
88,618
-14,051
2557
$1.1M ﹤0.01%
32,974
+8,948
2558
$1.1M ﹤0.01%
89,202
-55,100
2559
$1.1M ﹤0.01%
28,887
-134,996
2560
$1.1M ﹤0.01%
71,677
+3,930
2561
$1.1M ﹤0.01%
25,226
-5,464
2562
$1.1M ﹤0.01%
33,036
-34,045
2563
$1.1M ﹤0.01%
30,821
-21,902
2564
$1.1M ﹤0.01%
160,009
-31,507
2565
$1.09M ﹤0.01%
51,632
-17,017
2566
$1.09M ﹤0.01%
12,156
+576
2567
$1.09M ﹤0.01%
52,874
+4,596
2568
$1.09M ﹤0.01%
29,302
-88,008
2569
$1.09M ﹤0.01%
134,158
-1,208,055
2570
$1.09M ﹤0.01%
226,454
+61,062
2571
$1.09M ﹤0.01%
65,216
-1,912
2572
$1.09M ﹤0.01%
32,039
-39,081
2573
$1.09M ﹤0.01%
67,435
+16,919
2574
$1.08M ﹤0.01%
97,800
+2,425
2575
$1.08M ﹤0.01%
83,718
+44,312
101 102
103
104 105