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
1226
$7.08M ﹤0.01%
114,920
+50,757
1227
$7.08M ﹤0.01%
128,556
-25,021
1228
$7.07M ﹤0.01%
80,584
+6,091
1229
$7.07M ﹤0.01%
120,958
-17,480
1230
$7.07M ﹤0.01%
125,358
+72,784
1231
$7.06M ﹤0.01%
153,769
-53,452
1232
$7.05M ﹤0.01%
374,002
-67,988
1233
$7.04M ﹤0.01%
498,076
-187,934
1234
$7.04M ﹤0.01%
320,351
-32,819
1235
$7.03M ﹤0.01%
223,234
-81,604
1236
$7.03M ﹤0.01%
1,499,487
+653,882
1237
$7.02M ﹤0.01%
105,874
+66,465
1238
$6.98M ﹤0.01%
249,992
+208,135
1239
$6.98M ﹤0.01%
440,033
+2,739
1240
$6.98M ﹤0.01%
303,143
-180,311
1241
$6.93M ﹤0.01%
515,715
+15,304
1242
$6.9M ﹤0.01%
251,508
-49,158
1243
$6.86M ﹤0.01%
137,142
-62,938
1244
$6.85M ﹤0.01%
147,405
-36,688
1245
$6.84M ﹤0.01%
490,342
+22,079
1246
$6.84M ﹤0.01%
189,493
+64,411
1247
$6.84M ﹤0.01%
59,519
-7,878
1248
$6.83M ﹤0.01%
56,066
-14,834
1249
$6.82M ﹤0.01%
150,331
+22,050
1250
$6.81M ﹤0.01%
364,434
-165,141
48 49
50
51 52