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
2801
$791K ﹤0.01%
17,833
-21,191
2802
$788K ﹤0.01%
21,046
-5,667
2803
$788K ﹤0.01%
32,512
+11,006
2804
$787K ﹤0.01%
42,942
+18,890
2805
$786K ﹤0.01%
215,957
+161,190
2806
$786K ﹤0.01%
25,772
-265
2807
$785K ﹤0.01%
17,641
-602
2808
$785K ﹤0.01%
25,727
+2,395
2809
$784K ﹤0.01%
43,169
-3,619
2810
$784K ﹤0.01%
11,015
-22,298
2811
$783K ﹤0.01%
22,808
-18,099
2812
$782K ﹤0.01%
51,975
+11,992
2813
$780K ﹤0.01%
61,673
+6,476
2814
$780K ﹤0.01%
92,783
-59,572
2815
$779K ﹤0.01%
31,578
+4,029
2816
$778K ﹤0.01%
16,380
-235,799
2817
$776K ﹤0.01%
27,426
-431,825
2818
$776K ﹤0.01%
17,123
-22,066
2819
$775K ﹤0.01%
27,443
-7,663
2820
$775K ﹤0.01%
41,821
-3,288
2821
$774K ﹤0.01%
129,650
-58,221
2822
$772K ﹤0.01%
48,326
-79,014
2823
$771K ﹤0.01%
30,459
-17,866
2824
$770K ﹤0.01%
48,071
-4,572
2825
$769K ﹤0.01%
13,219
+9,560
111 112
113
114 115