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
801
$16.1M 0.01%
462,177
+92,085
802
$16.1M 0.01%
303,981
+69,297
803
$16.1M 0.01%
348,378
-35,382
804
$16M 0.01%
1,077,297
+32,106
805
$16M 0.01%
161,683
-22,931
806
$16M 0.01%
449,020
+206,600
807
$16M 0.01%
289,730
+155,690
808
$16M 0.01%
311,598
+65,154
809
$16M 0.01%
1,201,115
-554,532
810
$15.9M 0.01%
434,626
-495,161
811
$15.9M 0.01%
386,130
+52
812
$15.9M 0.01%
562,705
-154,138
813
$15.9M 0.01%
961,215
-47,674
814
$15.9M 0.01%
+1,761,100
815
$15.9M 0.01%
956,501
-63,913
816
$15.9M 0.01%
589,086
-326,643
817
$15.8M 0.01%
342,595
+53,720
818
$15.8M 0.01%
1,042,704
-1,344,497
819
$15.8M 0.01%
168,795
-3,497,445
820
$15.8M 0.01%
303,300
-108,579
821
$15.7M 0.01%
1,083,666
+78,239
822
$15.6M 0.01%
330,860
-38,223
823
$15.5M 0.01%
84,995
-3,040
824
$15.5M 0.01%
237,662
-605,462
825
$15.4M 0.01%
231,175
-142,837
31 32
33
34 35