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
976
$11.2M 0.01%
979,146
+225,543
977
$11.2M 0.01%
318,360
-276,303
978
$11.2M 0.01%
97,191
+58,176
979
$11.2M 0.01%
738,337
-93,553
980
$11.2M 0.01%
1,340,223
+231,822
981
$11.1M 0.01%
716,093
+32,721
982
$11.1M 0.01%
191,914
+13,127
983
$11.1M 0.01%
148,074
-69,566
984
$11.1M 0.01%
753,526
-1,825,882
985
$11.1M 0.01%
564,035
-5,486
986
$11M 0.01%
726,894
+58,610
987
$11M 0.01%
2,543,018
+392,660
988
$10.9M 0.01%
399,446
+3,360
989
$10.9M 0.01%
893,120
+258,879
990
$10.9M 0.01%
1,213,184
+239,063
991
$10.9M 0.01%
574,526
-62,637
992
$10.9M 0.01%
618,906
-366,560
993
$10.9M 0.01%
79,823
-15,665
994
$10.9M 0.01%
+737,086
995
$10.9M 0.01%
389,650
-775,269
996
$10.8M 0.01%
407,511
-12,092
997
$10.8M 0.01%
587,676
-6,960
998
$10.8M 0.01%
103,805
-16,175
999
$10.7M 0.01%
363,787
+91,534
1000
$10.7M 0.01%
1,022,203
+730,611
38 39
40
41 42