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
3676
$228K ﹤0.01%
42,018
+38,490
3677
$228K ﹤0.01%
9,968
+1,570
3678
$227K ﹤0.01%
33,067
+32,170
3679
$227K ﹤0.01%
9,944
+1,505
3680
$226K ﹤0.01%
5,458
-5,290
3681
$226K ﹤0.01%
20,035
-50,511
3682
$225K ﹤0.01%
+28,011
3683
$225K ﹤0.01%
26,665
-18,424
3684
$225K ﹤0.01%
14,343
-2,372
3685
$225K ﹤0.01%
13,142
+2,742
3686
$225K ﹤0.01%
4,620
-7
3687
$224K ﹤0.01%
12,950
+4,181
3688
$224K ﹤0.01%
10,708
-1,281
3689
$224K ﹤0.01%
3,046
-3
3690
$224K ﹤0.01%
14,456
-61,342
3691
$223K ﹤0.01%
10,037
+5,694
3692
$223K ﹤0.01%
77,723
-9,898
3693
$223K ﹤0.01%
171
+8
3694
$222K ﹤0.01%
10,243
-3,716
3695
$221K ﹤0.01%
11,508
+11,209
3696
$221K ﹤0.01%
6,765
+1,586
3697
$220K ﹤0.01%
16,125
-15,087
3698
$220K ﹤0.01%
5,687
-23,698
3699
$219K ﹤0.01%
20,000
+5,173
3700
$219K ﹤0.01%
18,410
-9,871
146 147
148
149 150