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
476
$36.9M 0.02%
1,439,971
+515,372
477
$36.8M 0.02%
6,579,751
-13,396
478
$36.7M 0.02%
1,432,272
+728,176
479
$36.4M 0.02%
1,200,079
-151,633
480
$36.3M 0.02%
537,575
+144,272
481
$36.2M 0.02%
2,469,218
+498,771
482
$36M 0.02%
1,394,555
+153,735
483
$35.8M 0.02%
643,012
-888,704
484
$35.6M 0.02%
2,384,582
+746,811
485
$35.4M 0.02%
1,226,903
-1,621,271
486
$35.3M 0.02%
334,679
+57,102
487
$35.1M 0.02%
725,585
+152,625
488
$34.8M 0.02%
951,160
+86,086
489
$34.7M 0.02%
1,167,983
-110,280
490
$34.7M 0.02%
1,749,571
-52,074
491
$34.3M 0.02%
772,942
+337,184
492
$34.2M 0.02%
2,151,870
-1,823,930
493
$34.1M 0.02%
1,214,100
-72,500
494
$34.1M 0.02%
393,913
-20,978
495
$33.9M 0.02%
588,279
+130,407
496
$33.8M 0.02%
316,106
+236,551
497
$33.3M 0.02%
751,423
-646,685
498
$33.3M 0.02%
712,604
-80,785
499
$33.1M 0.02%
1,461,928
-21,152
500
$33.1M 0.02%
1,443,384
-276,477
18 19
20
21 22