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
2626
$1.01M ﹤0.01%
41,124
+8,700
2627
$1.01M ﹤0.01%
20,818
+331
2628
$1.01M ﹤0.01%
132,418
-3,373
2629
$1.01M ﹤0.01%
+61,347
2630
$1.01M ﹤0.01%
69,474
-30,444
2631
$1.01M ﹤0.01%
54,655
+15,106
2632
$1.01M ﹤0.01%
93,283
-3,689
2633
$1.01M ﹤0.01%
53,810
-5,577
2634
$1.01M ﹤0.01%
276,400
-73,018
2635
$1.01M ﹤0.01%
40,991
+1,474
2636
$1.01M ﹤0.01%
77,233
-58,386
2637
$1.01M ﹤0.01%
106,433
+98,876
2638
$1.01M ﹤0.01%
22,313
-107,793
2639
$1.01M ﹤0.01%
66,578
+21,035
2640
$1.01M ﹤0.01%
74,858
+70,365
2641
$1M ﹤0.01%
16,662
-4,488
2642
$1M ﹤0.01%
39,676
-4,643
2643
$1M ﹤0.01%
50,273
+1,992
2644
$1M ﹤0.01%
40,046
+16,888
2645
$995K ﹤0.01%
37,701
-5,528
2646
$995K ﹤0.01%
62,761
-41,370
2647
$992K ﹤0.01%
120,744
+3,648
2648
$991K ﹤0.01%
95,922
+70,976
2649
$990K ﹤0.01%
37,287
+5,327
2650
$989K ﹤0.01%
17,723
+192
104 105
106
107 108