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
901
$13M 0.01%
1,158,887
+760,725
902
$13M 0.01%
511,680
+507,928
903
$13M 0.01%
702,919
-23,377
904
$13M 0.01%
476,401
+58,108
905
$12.9M 0.01%
877,234
+40,027
906
$12.9M 0.01%
276,300
-219,464
907
$12.9M 0.01%
213,912
-81,069
908
$12.8M 0.01%
349,314
-420,614
909
$12.8M 0.01%
245,082
-344,761
910
$12.8M 0.01%
939,954
+649,860
911
$12.7M 0.01%
50,008
+22,233
912
$12.7M 0.01%
204,259
+203,880
913
$12.7M 0.01%
266,265
-61,930
914
$12.6M 0.01%
334,523
-11,378
915
$12.6M 0.01%
2,827,771
+720,824
916
$12.6M 0.01%
497,270
-31,308
917
$12.6M 0.01%
228,367
-28,386
918
$12.5M 0.01%
376,770
-7,318
919
$12.5M 0.01%
1,652,684
+605,998
920
$12.5M 0.01%
15,693
-464
921
$12.4M 0.01%
368,772
-122,533
922
$12.4M 0.01%
407,520
+152,578
923
$12.4M 0.01%
698,941
+6,173
924
$12.4M 0.01%
475,366
+12,734
925
$12.4M 0.01%
390,164
+54,968
35 36
37
38 39