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
251
$92.1M 0.06%
2,931,567
-539,178
252
$91.9M 0.06%
3,357,750
+3,332,501
253
$90.8M 0.06%
675,410
-226,234
254
$89.7M 0.06%
880,482
-103,732
255
$89.1M 0.06%
11,045,808
+10,653,742
256
$89.1M 0.06%
1,825,077
+99,172
257
$88.7M 0.06%
1,018,411
-37,420
258
$88.7M 0.06%
260,333
-8,904
259
$87.8M 0.06%
3,114,809
-548,631
260
$87.8M 0.06%
872,870
+419,799
261
$87.8M 0.06%
3,410,401
+838,983
262
$87M 0.06%
709,514
-202,922
263
$86.3M 0.06%
2,906,477
-9,346,190
264
$86.3M 0.06%
10,052,133
-1,272,006
265
$86.3M 0.06%
650,603
-384,540
266
$86.2M 0.06%
755,729
+49,877
267
$86.2M 0.06%
1,167,054
-105,678
268
$86.2M 0.06%
1,786,599
-488,778
269
$85M 0.06%
1,110,032
+182,222
270
$84.9M 0.06%
3,488,245
-626,311
271
$84.9M 0.06%
929,134
-26,194
272
$84.8M 0.06%
1,355,349
-839,138
273
$84.4M 0.06%
2,077,420
+201,386
274
$83.8M 0.06%
1,929,636
-1,081,711
275
$83.5M 0.06%
2,711,056
+368,406
9 10
11
12 13