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
2601
$1.05M ﹤0.01%
219,512
+14,661
2602
$1.05M ﹤0.01%
14,671
-1,348
2603
$1.05M ﹤0.01%
144,424
-51,037
2604
$1.05M ﹤0.01%
5,358
+943
2605
$1.05M ﹤0.01%
39,985
+39,381
2606
$1.04M ﹤0.01%
44,598
-26,370
2607
$1.04M ﹤0.01%
66,711
+17,912
2608
$1.04M ﹤0.01%
18,719
+2,166
2609
$1.04M ﹤0.01%
29,255
+18,577
2610
$1.04M ﹤0.01%
18,879
-38,932
2611
$1.04M ﹤0.01%
3,742
+1,553
2612
$1.04M ﹤0.01%
64,574
-7,673
2613
$1.03M ﹤0.01%
50,190
+21,780
2614
$1.03M ﹤0.01%
22,343
+1,089
2615
$1.03M ﹤0.01%
39,787
+5,298
2616
$1.03M ﹤0.01%
12,823
-8,988
2617
$1.03M ﹤0.01%
25,580
+21,290
2618
$1.02M ﹤0.01%
139,170
-3,785,995
2619
$1.02M ﹤0.01%
34,817
-12,129
2620
$1.02M ﹤0.01%
429
+300
2621
$1.02M ﹤0.01%
33,929
+3,195
2622
$1.02M ﹤0.01%
40,800
+1,235
2623
$1.02M ﹤0.01%
102,826
-3,821
2624
$1.02M ﹤0.01%
41,116
+1,060
2625
$1.02M ﹤0.01%
62,507
-50,654
103 104
105
106 107