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
676
– –
0
677
$21M 0.01%
237,515
+6,641
678
$20.8M 0.01%
469,510
+165,940
679
$20.8M 0.01%
934,368
-563,226
680
$20.8M 0.01%
477,585
+109,595
681
$20.7M 0.01%
508,215
-80,588
682
$20.7M 0.01%
1,548,570
+125,331
683
$20.7M 0.01%
539,621
+147,598
684
$20.7M 0.01%
2,503,280
-669,090
685
$20.5M 0.01%
536,238
-43,544
686
$20.4M 0.01%
431,425
+66,119
687
$20.4M 0.01%
272,365
-40,349
688
$20.4M 0.01%
496,047
+238,257
689
$20.3M 0.01%
772,349
-530,284
690
$20.3M 0.01%
699,155
-420,606
691
$20.3M 0.01%
270,692
-48,535
692
$20.3M 0.01%
778,197
-22,023
693
$20.3M 0.01%
896,191
-96,881
694
$20.2M 0.01%
106,006
-85,803
695
$20.2M 0.01%
788,043
+25,824
696
$20.1M 0.01%
882,303
+25,514
697
$20.1M 0.01%
105,714
-94,472
698
$20.1M 0.01%
1,123,694
+4,233
699
$20.1M 0.01%
618,325
+567,648
700
$20M 0.01%
1,708,551
+758,591
26 27
28
29 30