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
351
$58.3M 0.04%
1,235,153
-202,264
352
$58.1M 0.04%
1,576,728
-754,552
353
$57.8M 0.04%
360,483
-102,062
354
$56.8M 0.04%
995,138
-38,174
355
$56.7M 0.04%
469,491
-13,500
356
$56.7M 0.04%
1,360,758
+2,356
357
$56.6M 0.04%
1,227,384
-494,272
358
$56.5M 0.04%
374,132
-42,567
359
$56.5M 0.04%
1,251,011
+9,661
360
$56.4M 0.04%
1,083,408
+715,006
361
$56.2M 0.04%
1,825,498
+1,535,428
362
$55.6M 0.04%
1,053,378
+25,463
363
$55.4M 0.04%
9,047,970
-2,065,510
364
$55.3M 0.04%
1,193,655
-152,071
365
$55.2M 0.04%
1,031,891
+903,060
366
$55M 0.04%
1,135,815
+111,531
367
$54.5M 0.04%
664,851
+193,086
368
$54.5M 0.04%
741,979
-92,362
369
$54.5M 0.04%
1,897,209
-318,591
370
$54.4M 0.04%
255
+16
371
$54.3M 0.04%
627,430
+4,517
372
$54.1M 0.04%
260,275
-161,212
373
$54M 0.04%
972,214
-257,826
374
$53.4M 0.04%
2,326,898
-29,225
375
$53.3M 0.04%
1,121,859
-25,983
13 14
15
16 17