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
601
$25.2M 0.02%
186,023
-7,754
602
$25.2M 0.02%
690,164
-66,428
603
$25M 0.02%
1,392,570
-179,350
604
$24.9M 0.02%
2,140,770
-1,012,482
605
$24.9M 0.02%
1,216,591
+927,979
606
$24.9M 0.02%
324,827
-23,309
607
$24.8M 0.02%
423,158
-80,913
608
$24.8M 0.02%
819,862
+25,395
609
$24.7M 0.02%
830,899
-357,852
610
$24.6M 0.02%
519,273
+300,525
611
$24.5M 0.02%
1,962,857
+1,714,860
612
$24.5M 0.02%
611,669
+35,544
613
$24.5M 0.02%
543,677
-98,477
614
$24.5M 0.02%
618,226
-42,318
615
$24.4M 0.02%
10,683,115
-1,188,150
616
$24.3M 0.02%
719,158
-140,327
617
$24.2M 0.02%
278,273
+226,067
618
$24.1M 0.02%
561,649
+319,458
619
$23.9M 0.02%
1,393,189
-628,993
620
$23.7M 0.02%
317,570
-3,156
621
$23.7M 0.02%
1,570,406
-268,359
622
$23.6M 0.02%
1,388,914
+242,503
623
$23.6M 0.02%
715,947
-385,143
624
$23.6M 0.02%
71,294
-7,826
625
$23.6M 0.02%
2,301,803
-5,348
23 24
25
26 27