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
3226
$422K ﹤0.01%
32,414
-1,856
3227
$421K ﹤0.01%
26,145
+7,569
3228
$420K ﹤0.01%
5,058
+1,333
3229
$419K ﹤0.01%
22,957
-25,434
3230
$418K ﹤0.01%
26,750
-8,022
3231
$417K ﹤0.01%
19,747
-112
3232
$416K ﹤0.01%
14,076
-2,971
3233
$415K ﹤0.01%
9,078
-413
3234
$415K ﹤0.01%
16,750
-14,250
3235
$414K ﹤0.01%
16,972
+13,232
3236
$413K ﹤0.01%
5,895
+2,287
3237
$413K ﹤0.01%
29,251
-8,459
3238
$412K ﹤0.01%
38,390
+28,449
3239
$412K ﹤0.01%
20,613
-4,361
3240
$411K ﹤0.01%
129,723
-74,675
3241
$410K ﹤0.01%
19,827
-605
3242
$410K ﹤0.01%
12,673
-3,426
3243
$410K ﹤0.01%
65,560
+63,090
3244
$409K ﹤0.01%
22,640
+7,654
3245
$409K ﹤0.01%
11,052
+64
3246
$408K ﹤0.01%
4,828
-1,101
3247
$407K ﹤0.01%
25,708
-1,899
3248
$406K ﹤0.01%
63,372
+58,489
3249
$404K ﹤0.01%
41,094
+9,873
3250
$402K ﹤0.01%
10,354
+1,610
128 129
130
131 132