UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,370
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
26
$661M 0.44%
8,026,896
-139,537
27
$658M 0.44%
9,315,665
-61,975
28
$645M 0.43%
6,490,008
+313,512
29
$633M 0.42%
5,949,328
-863,487
30
$631M 0.42%
6,080,077
+225,846
31
$625M 0.42%
16,787,200
+1,661,000
32
$617M 0.41%
5,645,700
-992,282
33
$606M 0.41%
10,146,673
+506,893
34
$586M 0.39%
7,941,623
+1,090,749
35
$564M 0.38%
5,115,763
-50,849
36
$564M 0.38%
10,024,222
+961,890
37
$564M 0.38%
6,843,294
+298,131
38
$564M 0.38%
5,647,525
-316,742
39
$536M 0.36%
18,825,373
-263,733
40
$517M 0.35%
14,418,637
+290,677
41
$517M 0.35%
16,930,824
-3,081,140
42
$512M 0.34%
5,571,926
-1,549,669
43
$510M 0.34%
10,101,314
-1,060,285
44
$509M 0.34%
4,409,222
+833,959
45
$496M 0.33%
4,359,869
+339,833
46
$490M 0.33%
9,069,205
-194,974
47
$489M 0.33%
14,211,765
+2,321,191
48
$485M 0.33%
5,087,609
+431,052
49
$482M 0.32%
18,581,846
-8,897,760
50
$477M 0.32%
3,933,953
+318,034
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