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
926
$12.4M 0.01%
90,617
+11,640
927
$12.4M 0.01%
446,920
+444,076
928
$12.4M 0.01%
368,784
-733,649
929
$12.4M 0.01%
199,990
+120,230
930
$12.4M 0.01%
560,711
-11,491
931
$12.3M 0.01%
580,292
+176,369
932
$12.2M 0.01%
87,274
-33,895
933
$12.2M 0.01%
257,059
-1,094
934
$12.2M 0.01%
751,283
-134,680
935
$12.1M 0.01%
1,009,740
-63,890
936
$12.1M 0.01%
55,459
-15,699
937
$12.1M 0.01%
1,219,604
+284,613
938
$12M 0.01%
648,831
-27,250
939
$12M 0.01%
919,132
+13,768
940
$12M 0.01%
54,515
-2,966
941
$12M 0.01%
1,339,724
-102,042
942
$12M 0.01%
2,329,930
+124,675
943
$11.9M 0.01%
305,856
+12,283
944
$11.9M 0.01%
189,890
+38,173
945
$11.9M 0.01%
246,160
-65,356
946
$11.8M 0.01%
92,258
-61,499
947
$11.8M 0.01%
219,050
+84,707
948
$11.8M 0.01%
144,861
+34,787
949
$11.7M 0.01%
184,950
+76,770
950
$11.7M 0.01%
208,628
-902,601
36 37
38
39 40