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
3101
$504K ﹤0.01%
7,889
+1,286
3102
$502K ﹤0.01%
14,788
+10,389
3103
$502K ﹤0.01%
4,506
+813
3104
$500K ﹤0.01%
+21,629
3105
$499K ﹤0.01%
112,111
-12,120
3106
$499K ﹤0.01%
59,054
+29,893
3107
$499K ﹤0.01%
4,971
-274
3108
$498K ﹤0.01%
23,214
+1,266
3109
$498K ﹤0.01%
20,724
+19,726
3110
$498K ﹤0.01%
33,191
-5,091
3111
$496K ﹤0.01%
17,336
+10,146
3112
$496K ﹤0.01%
1,134
+291
3113
$495K ﹤0.01%
1,974
+244
3114
$495K ﹤0.01%
25,076
+9,330
3115
$495K ﹤0.01%
16,753
+735
3116
$495K ﹤0.01%
58,723
+54,335
3117
$494K ﹤0.01%
70,504
-71,678
3118
$494K ﹤0.01%
34,250
-7,386
3119
$492K ﹤0.01%
13,519
-1,342
3120
$492K ﹤0.01%
36,667
-41,237
3121
$491K ﹤0.01%
35,081
-292,671
3122
$491K ﹤0.01%
892,895
-16,816
3123
$490K ﹤0.01%
48,577
+44,858
3124
$487K ﹤0.01%
34,933
+34,370
3125
$486K ﹤0.01%
37,060
+8,251
123 124
125
126 127