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
4151
$109K ﹤0.01%
3,625
+587
4152
$109K ﹤0.01%
17,209
-26,025
4153
$108K ﹤0.01%
10,763
+300
4154
$108K ﹤0.01%
3,494
-5,650
4155
$108K ﹤0.01%
21,169
-54,512
4156
$108K ﹤0.01%
26,266
-151,406
4157
$108K ﹤0.01%
13,963
4158
$108K ﹤0.01%
13,558
-3,969
4159
$108K ﹤0.01%
6,776
-4,738
4160
$108K ﹤0.01%
14,042
+11,170
4161
$107K ﹤0.01%
+4,145
4162
$107K ﹤0.01%
1,818
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4163
$107K ﹤0.01%
7,795
-105,559
4164
$107K ﹤0.01%
11,529
-997
4165
$107K ﹤0.01%
51,414
-30,581
4166
$107K ﹤0.01%
6,659
+5,459
4167
$107K ﹤0.01%
658
-7,782
4168
$107K ﹤0.01%
111,000
+4,262
4169
$107K ﹤0.01%
+1,571
4170
$107K ﹤0.01%
2,529
-1,055
4171
$106K ﹤0.01%
+1,268
4172
$106K ﹤0.01%
6,724
+4,130
4173
$106K ﹤0.01%
9,296
-76
4174
$106K ﹤0.01%
14,140
+318
4175
$106K ﹤0.01%
3,281
+2,008
165 166
167
168 169