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
326
$65.9M 0.04%
1,130,190
-85,971
327
$65.2M 0.04%
781,143
+365,540
328
$65.1M 0.04%
2,727,597
-276,105
329
$65M 0.04%
249,748
-235,101
330
$64.9M 0.04%
1,763,149
-974,976
331
$64.3M 0.04%
120,868
+18,258
332
$64.3M 0.04%
7,036,278
+4,808,987
333
$64.3M 0.04%
3,849,697
-286,994
334
$63.2M 0.04%
3,761,262
-18,268
335
$63M 0.04%
6,091,232
+1,153,231
336
$62.7M 0.04%
2,640,674
+1,099,443
337
$62.4M 0.04%
3,580,771
+49,546
338
$62.3M 0.04%
1,082,732
-294,662
339
$61.5M 0.04%
47,727
-22,537
340
$61.4M 0.04%
460,761
-8,523
341
$61.3M 0.04%
1,494,248
-418,033
342
$61.3M 0.04%
3,343,315
-2,156,712
343
$61.2M 0.04%
1,840,898
-794,781
344
$61.2M 0.04%
576,332
+91,160
345
$61.1M 0.04%
1,141,670
+3,542
346
$59.8M 0.04%
718,767
-8,292
347
$59.6M 0.04%
478,274
+86,621
348
$59.4M 0.04%
1,455,765
-1,959,749
349
$59M 0.04%
1,927,779
+709,094
350
$58.7M 0.04%
668,508
-130,510
12 13
14
15 16