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
426
$43.8M 0.03%
158,769
-11,730
427
$43.7M 0.03%
381,790
-330
428
$43.5M 0.03%
957,297
-17,565
429
$43.1M 0.03%
988,984
+694,750
430
$43.1M 0.03%
671,742
-256,674
431
$43M 0.03%
1,546,993
+377,985
432
$42.9M 0.03%
641,916
+184,923
433
$42.5M 0.03%
1,516,147
-909,294
434
$42.3M 0.03%
422,372
+228,203
435
$42.2M 0.03%
298,289
+152,457
436
$42.2M 0.03%
1,246,642
-338,642
437
$42.2M 0.03%
974,192
+420,304
438
$42M 0.03%
1,146,530
+886,712
439
$42M 0.03%
1,073,377
+176,541
440
$42M 0.03%
674,681
-527,707
441
$41.9M 0.03%
780,973
-130,201
442
$41.6M 0.03%
484,500
-76,656
443
$41.3M 0.03%
1,482,968
+472,828
444
$41.3M 0.03%
1,321,664
-266,455
445
$40.9M 0.03%
290,804
+62,466
446
$40.8M 0.03%
1,953,786
-525,466
447
$40.7M 0.03%
476,019
-169,152
448
$40.6M 0.03%
669,035
-142,516
449
$40.1M 0.03%
899,997
-529,540
450
$39.8M 0.03%
635,532
+353,836
16 17
18
19 20