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
501
$33M 0.02%
503,248
+111,767
502
$32.9M 0.02%
503,840
+151,216
503
$32.9M 0.02%
312,246
-110,418
504
$32.8M 0.02%
1,738,320
+302,530
505
$32.6M 0.02%
1,053,585
+154,499
506
$32.6M 0.02%
450,977
-392,929
507
$32.3M 0.02%
340,281
-28,860
508
$32.3M 0.02%
628,770
-224,222
509
$32M 0.02%
813,498
-130,691
510
$31.9M 0.02%
1,442,489
+842,753
511
$31.9M 0.02%
1,706,156
+199,463
512
$31.8M 0.02%
712,502
-41,005
513
$31.8M 0.02%
709,041
-1,537,089
514
$31.7M 0.02%
674,970
+53,899
515
$31.6M 0.02%
830,520
-496,557
516
$31.6M 0.02%
3,260,702
+202,496
517
$31.5M 0.02%
509,071
-107,388
518
$31.5M 0.02%
640,550
-32,651
519
$31.5M 0.02%
1,134,319
-98,483
520
$31.4M 0.02%
506,540
+161,588
521
$31.2M 0.02%
157,433
-49,768
522
$31.1M 0.02%
2,013,262
+63,816
523
$31.1M 0.02%
4,780,540
+804,327
524
$31M 0.02%
896,531
-625,489
525
$30.8M 0.02%
1,945,572
-55,199
19 20
21
22 23