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
1501
$4.7M ﹤0.01%
623,379
-112,711
1502
$4.69M ﹤0.01%
329,334
+27,809
1503
$4.68M ﹤0.01%
82,341
-30,865
1504
$4.68M ﹤0.01%
188,715
-125,532
1505
$4.67M ﹤0.01%
223,252
-48,617
1506
$4.67M ﹤0.01%
312,899
+72,649
1507
$4.65M ﹤0.01%
327,206
+165,603
1508
$4.65M ﹤0.01%
190,067
+20,109
1509
$4.62M ﹤0.01%
227,908
+47,227
1510
$4.62M ﹤0.01%
91,814
+13,443
1511
$4.61M ﹤0.01%
64,414
-4,184
1512
$4.61M ﹤0.01%
480,718
+172,323
1513
$4.61M ﹤0.01%
106,549
-55,155
1514
$4.61M ﹤0.01%
369,389
-25,210
1515
$4.6M ﹤0.01%
43,065
-13,955
1516
$4.6M ﹤0.01%
94,979
-5,737
1517
$4.59M ﹤0.01%
45,728
+13,182
1518
$4.59M ﹤0.01%
132,889
-200,010
1519
$4.57M ﹤0.01%
93,550
+13,780
1520
$4.57M ﹤0.01%
129,127
+33,865
1521
$4.56M ﹤0.01%
115,041
-7,137
1522
$4.56M ﹤0.01%
98,014
+71,105
1523
$4.56M ﹤0.01%
91,793
+24,989
1524
$4.56M ﹤0.01%
281,532
+30,255
1525
$4.56M ﹤0.01%
139,814
-12,695
59 60
61
62 63