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
7001
– –
-1,398
7002
– –
-659
7003
– –
-73
7004
– –
0
7005
– –
-1,218
7006
– –
-133
7007
– –
-72
7008
– –
0
7009
– –
-1,260
7010
– –
-45
7011
– –
0
7012
– –
-51
7013
– –
-2
7014
– –
-371
7015
– –
-1,706
7016
$0 ﹤0.01%
14
-484
7017
– –
-17,173
7018
– –
-7
7019
– –
-2,291
7020
– –
-2,800
7021
– –
-100
7022
$0 ﹤0.01%
13
-470
7023
– –
-1,845
7024
– –
0
7025
– –
-121
279 280
281
282 283