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
3326
$368K ﹤0.01%
11,850
+6,634
3327
$367K ﹤0.01%
39,701
+437
3328
$366K ﹤0.01%
18,112
+5,482
3329
$366K ﹤0.01%
33,752
+32,905
3330
$366K ﹤0.01%
143,524
+1,737
3331
$365K ﹤0.01%
3,375
-270
3332
$364K ﹤0.01%
10,226
+1,610
3333
$363K ﹤0.01%
73,066
-23,591
3334
$363K ﹤0.01%
26,466
+6,784
3335
$362K ﹤0.01%
10,716
+1,588
3336
$362K ﹤0.01%
39,758
+1,983
3337
$362K ﹤0.01%
44,822
+36,143
3338
$362K ﹤0.01%
1,103
-383
3339
$361K ﹤0.01%
3,575
-1,022
3340
$361K ﹤0.01%
9,455
+8,863
3341
$361K ﹤0.01%
35,672
-17,172
3342
$361K ﹤0.01%
17,759
-56,784
3343
$361K ﹤0.01%
8,521
-33,371
3344
$360K ﹤0.01%
32,675
+13,338
3345
$359K ﹤0.01%
20,675
-6,173
3346
$359K ﹤0.01%
15,081
+3,295
3347
$356K ﹤0.01%
10,848
-6,737
3348
$356K ﹤0.01%
9,487
-81,056
3349
$356K ﹤0.01%
8,382
+349
3350
$356K ﹤0.01%
11,458
+1,925
132 133
134
135 136