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
3426
$321K ﹤0.01%
+16,423
3427
$321K ﹤0.01%
13,851
-3,333
3428
$321K ﹤0.01%
9,388
-834
3429
$321K ﹤0.01%
116,367
-195,631
3430
$320K ﹤0.01%
11,266
-800
3431
$320K ﹤0.01%
11,560
-1,973
3432
$320K ﹤0.01%
11,226
-4,119
3433
$318K ﹤0.01%
12,857
+9,149
3434
$318K ﹤0.01%
18,690
-12,628
3435
$318K ﹤0.01%
18,373
-1,061
3436
$318K ﹤0.01%
8,940
-20,197
3437
$318K ﹤0.01%
16,412
-2,320
3438
$318K ﹤0.01%
17,655
+9,890
3439
$318K ﹤0.01%
6,292
-1,081
3440
$317K ﹤0.01%
4,917
+84
3441
$317K ﹤0.01%
32,220
-5,748
3442
$317K ﹤0.01%
23,218
-4,164
3443
$316K ﹤0.01%
107,739
+30,910
3444
$316K ﹤0.01%
29,964
+10,014
3445
$316K ﹤0.01%
24,302
-1,251
3446
$316K ﹤0.01%
40,316
-3,955
3447
$315K ﹤0.01%
53,000
-4,113
3448
$315K ﹤0.01%
26,418
+23,306
3449
$315K ﹤0.01%
11,801
-7,114
3450
$315K ﹤0.01%
+30
136 137
138
139 140