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
3351
$355K ﹤0.01%
2,330
+781
3352
$355K ﹤0.01%
7,024
+3,473
3353
$354K ﹤0.01%
2,936
+508
3354
$353K ﹤0.01%
10,101
+3,287
3355
$353K ﹤0.01%
29,468
+27,818
3356
$353K ﹤0.01%
27,711
+5,434
3357
$353K ﹤0.01%
2,498
+191
3358
$353K ﹤0.01%
32,241
+10,023
3359
$352K ﹤0.01%
14,112
-30,245
3360
$352K ﹤0.01%
6,704
+4,786
3361
$351K ﹤0.01%
8,617
-40,260
3362
$350K ﹤0.01%
43,745
+34,287
3363
$350K ﹤0.01%
+13,876
3364
$349K ﹤0.01%
19,150
+13,372
3365
$349K ﹤0.01%
20,131
-15,759
3366
$348K ﹤0.01%
19,308
-1,854
3367
$347K ﹤0.01%
15,439
+14,804
3368
$347K ﹤0.01%
69,889
-99,583
3369
$347K ﹤0.01%
55,585
-1,577
3370
$347K ﹤0.01%
13,260
+3,323
3371
$346K ﹤0.01%
38,523
+26,805
3372
$345K ﹤0.01%
10,830
-1,011
3373
$345K ﹤0.01%
6,131
+5,828
3374
$344K ﹤0.01%
28,678
-13,314
3375
$343K ﹤0.01%
25,805
-2,036
133 134
135
136 137