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
1176
$7.77M 0.01%
148,377
+514
1177
$7.74M 0.01%
144,084
-136,620
1178
$7.73M 0.01%
8,665
-17,482
1179
$7.72M 0.01%
304,846
+20,476
1180
$7.71M 0.01%
193,559
-138,360
1181
$7.71M 0.01%
551,113
-49,222
1182
$7.67M 0.01%
209,343
+153,184
1183
$7.67M 0.01%
189,761
-11,922
1184
$7.64M 0.01%
112,750
+110,780
1185
$7.6M 0.01%
466,326
-433,912
1186
$7.59M 0.01%
583,470
+200,832
1187
$7.59M 0.01%
269,467
+97,618
1188
$7.58M 0.01%
304,577
+47,646
1189
$7.54M 0.01%
175,277
+281
1190
$7.54M 0.01%
155,117
+18,328
1191
$7.52M 0.01%
95,600
-7,963
1192
$7.49M 0.01%
528,711
-31,810
1193
$7.49M 0.01%
553,644
+336,837
1194
$7.49M 0.01%
707,769
-9,128
1195
$7.49M 0.01%
242,483
-45,570
1196
$7.47M 0.01%
539,247
-124,978
1197
$7.45M 0.01%
505,841
+64,891
1198
$7.44M 0.01%
200,340
+18,798
1199
$7.43M 0.01%
69,498
+27
1200
$7.43M 0.01%
369,985
+71,564
46 47
48
49 50