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
2576
$1.08M ﹤0.01%
55,866
-310
2577
$1.08M ﹤0.01%
26,459
+1,410
2578
$1.07M ﹤0.01%
19,320
+13,217
2579
$1.07M ﹤0.01%
16,627
-18,060
2580
$1.07M ﹤0.01%
19,071
-2,873
2581
$1.07M ﹤0.01%
34,724
-17,603
2582
$1.07M ﹤0.01%
11,123
-4,855
2583
$1.07M ﹤0.01%
19,030
-124
2584
$1.07M ﹤0.01%
25,788
-22,186
2585
$1.07M ﹤0.01%
41,681
-26,408
2586
$1.07M ﹤0.01%
17,558
+10,196
2587
$1.07M ﹤0.01%
93,561
+38,420
2588
$1.06M ﹤0.01%
51,198
+12,887
2589
$1.06M ﹤0.01%
72,464
+1,037
2590
$1.06M ﹤0.01%
56,384
-6,035
2591
$1.06M ﹤0.01%
42,956
-5,814
2592
$1.06M ﹤0.01%
55,824
-122,768
2593
$1.06M ﹤0.01%
70,691
+8,239
2594
$1.06M ﹤0.01%
41,839
-11,483
2595
$1.06M ﹤0.01%
71,364
+40,809
2596
$1.06M ﹤0.01%
60,868
-50,024
2597
$1.06M ﹤0.01%
41,083
-9,139
2598
$1.06M ﹤0.01%
58,724
-8,116
2599
$1.06M ﹤0.01%
3,524
+2,153
2600
$1.05M ﹤0.01%
40,718
-52,514
102 103
104
105 106