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
451
$39.7M 0.03%
1,549,056
+155,491
452
$39.5M 0.03%
1,285,100
-94,842
453
$39.4M 0.03%
568,301
-17,832
454
$39.3M 0.03%
1,525,872
+82,859
455
$39.3M 0.03%
323,382
+60,153
456
$39.2M 0.03%
790,127
-233,625
457
$39.1M 0.03%
1,021,045
-468,440
458
$39M 0.03%
808,074
-75,886
459
$39M 0.03%
756,138
-25,922
460
$38.9M 0.03%
822,481
-173,092
461
$38.8M 0.03%
411,574
-36,763
462
$38.8M 0.03%
523,236
-12,254
463
$38.6M 0.03%
211,080
-27,123
464
$38.4M 0.03%
525,223
+308,724
465
$38.4M 0.03%
985,332
-140,676
466
$38M 0.03%
962,996
-2,384,063
467
$37.9M 0.03%
944,903
+10,093
468
$37.9M 0.03%
843,405
+59,079
469
$37.4M 0.03%
2,261,926
+664,902
470
$37.4M 0.03%
1,271,133
-35,271
471
$37.2M 0.02%
1,281,703
-204,881
472
$37.1M 0.02%
1,554,597
-9,768
473
$37.1M 0.02%
992,308
-45,838
474
$37M 0.02%
1,305,887
+147,256
475
$37M 0.02%
1,371,560
+777,707
17 18
19
20 21