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
3576
$265K ﹤0.01%
24,909
-3,479
3577
$265K ﹤0.01%
11,798
+2,363
3578
$264K ﹤0.01%
45,108
+11,990
3579
$264K ﹤0.01%
5,433
3580
$264K ﹤0.01%
21,362
-4,396
3581
$263K ﹤0.01%
5,015
+2,025
3582
$263K ﹤0.01%
5,493
-3,907
3583
$263K ﹤0.01%
90,313
-172,530
3584
$263K ﹤0.01%
34,082
+2,427
3585
$262K ﹤0.01%
16,745
-7,914
3586
$261K ﹤0.01%
22,885
+22,239
3587
$261K ﹤0.01%
2,817
-628
3588
$261K ﹤0.01%
8,971
-7,043
3589
$261K ﹤0.01%
12,464
-25,423
3590
$260K ﹤0.01%
38,386
+27,501
3591
$260K ﹤0.01%
40,904
-184,705
3592
$260K ﹤0.01%
6,340
+640
3593
$258K ﹤0.01%
6,677
-9,167
3594
$258K ﹤0.01%
10,000
+1,766
3595
$258K ﹤0.01%
13,974
+12,755
3596
$258K ﹤0.01%
2,502
-3,951
3597
$258K ﹤0.01%
13,808
+7,324
3598
$257K ﹤0.01%
8,524
-1,427
3599
$257K ﹤0.01%
4,535
-12,499
3600
$257K ﹤0.01%
5,568
+36
142 143
144
145 146