UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,370
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
51
$471M 0.32%
16,345,950
+1,740,030
52
$458M 0.31%
16,270,697
-2,639,643
53
$452M 0.3%
33,442,473
+5,350,704
54
$444M 0.3%
5,699,430
+602,814
55
$442M 0.3%
7,739,994
+537,572
56
$441M 0.3%
14,334,235
+1,763,501
57
$437M 0.29%
14,756,256
-659,112
58
$416M 0.28%
2,986,448
+186,241
59
$406M 0.27%
1,984,665
+1,352,722
60
$406M 0.27%
6,656,892
-2,003
61
$391M 0.26%
19,803,607
-5,538,849
62
$388M 0.26%
1,753,659
+1,297,310
63
$388M 0.26%
4,878,273
+540,800
64
$387M 0.26%
11,295,160
+4,592,624
65
$385M 0.26%
4,525,268
+1,250,675
66
$382M 0.26%
7,905,852
-564,011
67
$380M 0.25%
3,850,287
+250,398
68
$377M 0.25%
5,814,879
+337,323
69
$369M 0.25%
5,888,021
-401,844
70
$364M 0.24%
6,335,897
-233,048
71
$362M 0.24%
3,300,958
+251,414
72
$361M 0.24%
1,912,289
+710,682
73
$360M 0.24%
12,435,756
-1,770,856
74
$356M 0.24%
2,513,310
+5,844
75
$356M 0.24%
4,531,339
-107,887
1 2
3
4 5