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
3551
$274K ﹤0.01%
24,267
+24,256
3552
$273K ﹤0.01%
364,843
-25,138
3553
$273K ﹤0.01%
39,514
-382,377
3554
$272K ﹤0.01%
11,129
-12,803
3555
$272K ﹤0.01%
53,717
+5,257
3556
$272K ﹤0.01%
20,089
-882
3557
$272K ﹤0.01%
9,788
-80
3558
$272K ﹤0.01%
95,774
+93,774
3559
$272K ﹤0.01%
10,674
+7,208
3560
$271K ﹤0.01%
7,772
-6,822
3561
$271K ﹤0.01%
19,324
+18,846
3562
$269K ﹤0.01%
2,903
+1,361
3563
$269K ﹤0.01%
11,672
-2,256
3564
$269K ﹤0.01%
3,600
+2,132
3565
$269K ﹤0.01%
3,219
+72
3566
$269K ﹤0.01%
14,602
-2,230
3567
$269K ﹤0.01%
15,381
-68
3568
$268K ﹤0.01%
10,623
-1,491
3569
$267K ﹤0.01%
12,428
-4,594
3570
$267K ﹤0.01%
14,510
-153
3571
$266K ﹤0.01%
2,217
+5
3572
$265K ﹤0.01%
10,846
+15
3573
$265K ﹤0.01%
20,142
-2,766
3574
$265K ﹤0.01%
25,145
+1,527
3575
$265K ﹤0.01%
8,506
-10,903
141 142
143
144 145