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
6426
$2K ﹤0.01%
2
6427
$2K ﹤0.01%
+210
6428
$2K ﹤0.01%
2,000
-9,940
6429
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+150
6430
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242
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6431
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152
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6432
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298,238
+3,013
6433
$2K ﹤0.01%
489
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6434
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387
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6435
$2K ﹤0.01%
251
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6436
$2K ﹤0.01%
488
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6437
$2K ﹤0.01%
110
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6438
$2K ﹤0.01%
200
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6439
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6440
$2K ﹤0.01%
619
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6441
$2K ﹤0.01%
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6442
$2K ﹤0.01%
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6443
$2K ﹤0.01%
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6444
$2K ﹤0.01%
376
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6445
$2K ﹤0.01%
57
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6446
$2K ﹤0.01%
+154
6447
$2K ﹤0.01%
4,472
6448
$2K ﹤0.01%
21,955
-33,474
6449
$2K ﹤0.01%
80
-59
6450
$2K ﹤0.01%
150
-1,477
256 257
258
259 260