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
1626
$3.9M ﹤0.01%
74,099
-21,853
1627
$3.9M ﹤0.01%
202,500
-5,780
1628
$3.89M ﹤0.01%
82,604
-39,131
1629
$3.88M ﹤0.01%
78,257
+4,068
1630
$3.87M ﹤0.01%
408,517
-136,481
1631
$3.87M ﹤0.01%
122,098
+15,784
1632
$3.87M ﹤0.01%
419,257
+791
1633
$3.87M ﹤0.01%
86,847
-141,137
1634
$3.86M ﹤0.01%
105,513
+2,651
1635
$3.86M ﹤0.01%
549,901
+15,355
1636
$3.86M ﹤0.01%
151,925
-12,678
1637
$3.85M ﹤0.01%
660,469
-1,120,942
1638
$3.85M ﹤0.01%
85,469
-40,576
1639
$3.85M ﹤0.01%
310,318
+137,319
1640
$3.83M ﹤0.01%
148,073
-17,503
1641
$3.83M ﹤0.01%
276,129
+7,134
1642
$3.82M ﹤0.01%
59,800
+4,304
1643
$3.81M ﹤0.01%
114,995
-15,334
1644
$3.8M ﹤0.01%
21,624
-41,503
1645
$3.79M ﹤0.01%
231,308
+49,312
1646
$3.79M ﹤0.01%
149,953
-7,810
1647
$3.79M ﹤0.01%
186,047
-218,233
1648
$3.78M ﹤0.01%
58,534
-58,714
1649
$3.78M ﹤0.01%
539,568
+28,142
1650
$3.77M ﹤0.01%
220,084
-9,195
64 65
66
67 68