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
1001
$10.7M 0.01%
765,129
+113,864
1002
$10.7M 0.01%
29,628
-41,694
1003
$10.7M 0.01%
110,790
+44,540
1004
$10.7M 0.01%
69,825
+11,048
1005
$10.6M 0.01%
562,860
+154,809
1006
$10.6M 0.01%
468,076
-76,420
1007
$10.6M 0.01%
290,863
-128,676
1008
$10.6M 0.01%
354,397
-1,645,648
1009
$10.5M 0.01%
476,634
+34,467
1010
$10.5M 0.01%
322,468
-58,978
1011
$10.5M 0.01%
351,921
-75,874
1012
$10.4M 0.01%
216,834
+70,922
1013
$10.4M 0.01%
30,149
+7,209
1014
$10.4M 0.01%
724,248
-547,231
1015
$10.3M 0.01%
168,888
-1,337
1016
$10.3M 0.01%
328,845
+104,073
1017
$10.3M 0.01%
402,998
+14,720
1018
$10.3M 0.01%
105,503
+81,903
1019
$10.3M 0.01%
485,919
+79,104
1020
$10.3M 0.01%
306,693
+41,235
1021
$10.3M 0.01%
162,440
-272,577
1022
$10.2M 0.01%
77,473
+30,154
1023
$10.2M 0.01%
91,886
-2,960
1024
$10.2M 0.01%
2,302,941
-40,408
1025
$10.2M 0.01%
81,756
-74,827
39 40
41
42 43