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
876
$13.8M 0.01%
230,570
+27,660
877
$13.7M 0.01%
350,554
+74,680
878
$13.7M 0.01%
277,701
-836,331
879
$13.7M 0.01%
1,930,036
+260,748
880
$13.7M 0.01%
1,679,651
-583,377
881
$13.6M 0.01%
145,302
+113,796
882
$13.6M 0.01%
209,247
-30,827
883
$13.6M 0.01%
283,524
-50,786
884
$13.6M 0.01%
1,808,687
-201,326
885
$13.5M 0.01%
438,353
+2,436
886
$13.5M 0.01%
96,701
-145,192
887
$13.5M 0.01%
105,898
+12,763
888
$13.4M 0.01%
495,293
+199,063
889
$13.3M 0.01%
394,755
+22,004
890
$13.3M 0.01%
125,452
-686
891
$13.3M 0.01%
161,614
+5,160
892
$13.3M 0.01%
141,352
+24,411
893
$13.3M 0.01%
367,814
+306,925
894
$13.3M 0.01%
350,426
-53,056
895
$13.3M 0.01%
115,927
-72,912
896
$13.3M 0.01%
2,268,893
-1,197,414
897
$13.2M 0.01%
1,388,322
-150,610
898
$13.2M 0.01%
1,325,390
-359,390
899
$13.1M 0.01%
558,712
-2,196
900
$13.1M 0.01%
880,194
+72,461
34 35
36
37 38