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
651
$22.3M 0.01%
639,065
-30,946
652
$22.2M 0.01%
478,379
-113,039
653
$22.2M 0.01%
899,440
-51,417
654
$22.2M 0.01%
1,308,701
+26,347
655
$22.2M 0.01%
502,647
-2,927,568
656
$22.1M 0.01%
364,401
-49,315
657
$22M 0.01%
661,423
-26,810
658
$22M 0.01%
1,388,878
+174,356
659
$22M 0.01%
591,466
+42,632
660
$21.9M 0.01%
324,126
-225,924
661
$21.9M 0.01%
1,298,918
+277,951
662
$21.9M 0.01%
602,994
-150,910
663
$21.7M 0.01%
394,641
+77,188
664
$21.7M 0.01%
205,916
-30,024
665
$21.7M 0.01%
946,814
+799,808
666
$21.7M 0.01%
435,404
-231,238
667
$21.6M 0.01%
910,105
+274,957
668
$21.6M 0.01%
2,057,460
+125,068
669
$21.5M 0.01%
425,146
+179,407
670
$21.4M 0.01%
1,343,870
-4,247
671
$21.2M 0.01%
633,548
+508,203
672
$21.2M 0.01%
1,373,652
-285,100
673
$21.1M 0.01%
210,023
-15,642
674
$21.1M 0.01%
1,459,937
-593,110
675
$21.1M 0.01%
184,281
-51,830
25 26
27
28 29