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
1201
$7.4M 0.01%
126,384
+25,473
1202
$7.38M ﹤0.01%
76,659
-9,732
1203
$7.37M ﹤0.01%
157,608
-184,043
1204
$7.31M ﹤0.01%
355,139
-186,738
1205
$7.26M ﹤0.01%
1,860,832
-1,464,686
1206
$7.26M ﹤0.01%
197,276
-234,827
1207
$7.26M ﹤0.01%
148,750
-21,382
1208
$7.25M ﹤0.01%
160,843
+8,909
1209
$7.23M ﹤0.01%
287,816
-7,280
1210
$7.22M ﹤0.01%
639,134
+45,961
1211
$7.21M ﹤0.01%
44,156
-18,314
1212
$7.2M ﹤0.01%
94,294
-62,946
1213
$7.2M ﹤0.01%
150,851
-9,905
1214
$7.19M ﹤0.01%
602,689
+179,032
1215
$7.16M ﹤0.01%
491,713
+86,124
1216
$7.16M ﹤0.01%
94,559
-76,083
1217
$7.16M ﹤0.01%
81,951
-37,165
1218
$7.14M ﹤0.01%
+577,501
1219
$7.13M ﹤0.01%
128,458
+38,215
1220
$7.12M ﹤0.01%
67,223
-24,298
1221
$7.12M ﹤0.01%
749,751
+35,832
1222
$7.11M ﹤0.01%
79,422
-3,539
1223
$7.11M ﹤0.01%
443,530
-76,895
1224
$7.09M ﹤0.01%
192,926
-87,365
1225
$7.08M ﹤0.01%
145,884
-25,206
47 48
49
50 51