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
2701
$928K ﹤0.01%
60,820
-1,844
2702
$926K ﹤0.01%
22,321
+19,590
2703
$925K ﹤0.01%
42,859
-800
2704
$924K ﹤0.01%
77,715
-12,225
2705
$922K ﹤0.01%
60,020
-31,379
2706
$919K ﹤0.01%
59,908
-1,286
2707
$916K ﹤0.01%
17,152
-10,334
2708
$915K ﹤0.01%
20,298
-354
2709
$915K ﹤0.01%
26,164
-5,668
2710
$913K ﹤0.01%
28,981
-35,515
2711
$913K ﹤0.01%
64,504
-2,239
2712
$912K ﹤0.01%
66,306
+58,005
2713
$912K ﹤0.01%
40,778
+4,284
2714
$910K ﹤0.01%
61,394
+26,279
2715
$907K ﹤0.01%
36,308
+17,089
2716
$906K ﹤0.01%
21,615
+19,360
2717
$906K ﹤0.01%
13,086
-30,730
2718
$905K ﹤0.01%
38,139
-6,586
2719
$904K ﹤0.01%
35,119
-19,622
2720
$903K ﹤0.01%
9,235
+5,830
2721
$901K ﹤0.01%
44,793
-8,198
2722
$899K ﹤0.01%
10,198
+2,691
2723
$897K ﹤0.01%
52,516
-3,173
2724
$894K ﹤0.01%
28,818
-13,931
2725
$894K ﹤0.01%
77,107
-125,889
107 108
109
110 111