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
4401
$73K ﹤0.01%
2,614
+1,069
4402
$73K ﹤0.01%
2,284
-2,595
4403
$73K ﹤0.01%
5,083
-1,443
4404
$73K ﹤0.01%
3,865
+446
4405
$73K ﹤0.01%
+2,149
4406
$73K ﹤0.01%
5,085
+247
4407
$73K ﹤0.01%
5,133
+223
4408
$73K ﹤0.01%
5,493
-1,207
4409
$73K ﹤0.01%
1,625
4410
$73K ﹤0.01%
+2,517
4411
$73K ﹤0.01%
3,663
-947
4412
$73K ﹤0.01%
1,756
-11,657
4413
$73K ﹤0.01%
4,888
+4,872
4414
$73K ﹤0.01%
26,700
-230
4415
$72K ﹤0.01%
2,113
4416
$72K ﹤0.01%
2,549
-1,907
4417
$72K ﹤0.01%
2,754
+654
4418
$72K ﹤0.01%
3,332
-972
4419
$72K ﹤0.01%
4,922
-1,281
4420
$72K ﹤0.01%
1,674
-178
4421
$72K ﹤0.01%
2,907
-6,566
4422
$72K ﹤0.01%
3,513
-21,470
4423
$72K ﹤0.01%
12,179
-466
4424
$72K ﹤0.01%
5,548
+3,548
4425
$72K ﹤0.01%
16,550
-111,221
175 176
177
178 179