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
301
$72.8M 0.05%
1,578,685
-600,294
302
$71.4M 0.05%
1,162,899
+14,726
303
$71.3M 0.05%
1,149,860
-4,100
304
$71.2M 0.05%
1,378,657
+467,965
305
$71.2M 0.05%
453,550
-91,196
306
$71M 0.05%
4,817,134
-1,565,000
307
$71M 0.05%
4,027,080
+72,100
308
$70.6M 0.05%
1,349,285
+279,166
309
$70.2M 0.05%
3,634,537
+1,229,238
310
$69.9M 0.05%
9,800,674
-12,280,644
311
$69.7M 0.05%
4,337,686
+387,626
312
$69.7M 0.05%
1,385,517
-448,536
313
$69.7M 0.05%
1,281,354
-32,985
314
$68.9M 0.05%
3,531,699
-54,302
315
$68.6M 0.05%
2,779,428
-1,384,140
316
$68.6M 0.05%
2,489,494
-446,472
317
$68.5M 0.05%
1,274,525
+5,600
318
$68.4M 0.05%
808,425
-131,641
319
$68.3M 0.05%
2,519,636
-477,500
320
$67.7M 0.05%
2,545,741
+477,088
321
$66.7M 0.04%
1,895,850
-689,236
322
$66.6M 0.04%
2,449,008
-389,778
323
$66.4M 0.04%
1,643,484
-580,434
324
$66.3M 0.04%
525,988
-134,978
325
$66.3M 0.04%
1,199,406
+75,283
11 12
13
14 15