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
1151
$8.02M 0.01%
1,344,675
+13,015
1152
$8.02M 0.01%
206,420
-3,150
1153
$8.01M 0.01%
6,650
+3,582
1154
$8M 0.01%
644,325
-3,899
1155
$8M 0.01%
575,595
+175,157
1156
$7.98M 0.01%
332,466
-35,177
1157
$7.97M 0.01%
167,192
-443,874
1158
$7.96M 0.01%
34,106
+3,271
1159
$7.94M 0.01%
634,725
+430,707
1160
$7.92M 0.01%
274,765
-25,688
1161
$7.91M 0.01%
978,812
-25,046
1162
$7.9M 0.01%
109,934
+9,469
1163
$7.89M 0.01%
96,042
-99,244
1164
$7.89M 0.01%
160,565
-687
1165
$7.88M 0.01%
594,408
+146,406
1166
$7.86M 0.01%
397,717
-269,579
1167
$7.86M 0.01%
212,562
+156,186
1168
$7.84M 0.01%
359,575
+199,355
1169
$7.82M 0.01%
912,348
+266,476
1170
$7.82M 0.01%
97,211
-5,314
1171
$7.81M 0.01%
288,861
-37,380
1172
$7.81M 0.01%
508,675
+49,674
1173
$7.8M 0.01%
94,169
+5,411
1174
$7.77M 0.01%
86,168
+2,124
1175
$7.77M 0.01%
619,775
+111,740
45 46
47
48 49