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
376
$53.3M 0.04%
615,099
-116,156
377
$53.3M 0.04%
894,426
+3,208
378
$53.2M 0.04%
938,484
-6,450
379
$53.1M 0.04%
1,736,394
+319,389
380
$52.8M 0.04%
1,897,500
-929,675
381
$52.8M 0.04%
1,420,710
+297,793
382
$52.7M 0.04%
849,338
-151,566
383
$52.7M 0.04%
902,873
-107,870
384
$52.5M 0.04%
587,550
-51,034
385
$52.1M 0.03%
3,509,749
-1,009,308
386
$52.1M 0.03%
608,293
+41,023
387
$51.9M 0.03%
748,980
+5,161
388
$51.5M 0.03%
1,256,710
-26,025
389
$51.5M 0.03%
873,063
-196,075
390
$51.5M 0.03%
1,610,732
-171,975
391
$50.9M 0.03%
1,959,563
+1,342,381
392
$50.7M 0.03%
756,272
-9,751
393
$50.2M 0.03%
308,060
-27,515
394
$50.1M 0.03%
1,130,492
-281,945
395
$50M 0.03%
3,790,215
-198,212
396
$49M 0.03%
373,272
-67,888
397
$48.7M 0.03%
1,543,782
-494,872
398
$48.6M 0.03%
3,172,890
+677,355
399
$48.4M 0.03%
780,103
+67,778
400
$48.3M 0.03%
1,003,878
-1,107,600
14 15
16
17 18