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
1451
$5.03M ﹤0.01%
427,705
-50,780
1452
$5.02M ﹤0.01%
195,587
+191,512
1453
$5.01M ﹤0.01%
151,093
-79,699
1454
$5M ﹤0.01%
264,497
+17,156
1455
$5M ﹤0.01%
299,956
+46,174
1456
$5M ﹤0.01%
84,344
-45,621
1457
$5M ﹤0.01%
81,280
+21,280
1458
$4.99M ﹤0.01%
119,981
+4,019
1459
$4.97M ﹤0.01%
281,240
-57,760
1460
$4.95M ﹤0.01%
79,973
-25,638
1461
$4.94M ﹤0.01%
263,320
+84,436
1462
$4.94M ﹤0.01%
109,802
-129,327
1463
$4.94M ﹤0.01%
80,481
-3,402
1464
$4.94M ﹤0.01%
172,401
+42,693
1465
$4.93M ﹤0.01%
59,116
+36,195
1466
$4.93M ﹤0.01%
101,602
+5,483
1467
$4.93M ﹤0.01%
250,427
-361,769
1468
$4.93M ﹤0.01%
37,320
-15,630
1469
$4.91M ﹤0.01%
88,600
+6,360
1470
$4.91M ﹤0.01%
124,207
-238,405
1471
$4.9M ﹤0.01%
116,702
-5,502
1472
$4.89M ﹤0.01%
113,667
+4,138
1473
$4.89M ﹤0.01%
212,918
-3,103
1474
$4.88M ﹤0.01%
112,400
+19,893
1475
$4.88M ﹤0.01%
66,643
-31,454
57 58
59
60 61