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
151
$203M 0.14%
4,862,711
+263,011
152
$203M 0.14%
4,951,373
-347,889
153
$202M 0.14%
5,007,944
+2,409,248
154
$202M 0.14%
2,951,334
-2,548,877
155
$201M 0.13%
3,923,957
-879,103
156
$200M 0.13%
4,343,285
+4,041,134
157
$197M 0.13%
3,596,582
+274,132
158
$194M 0.13%
5,658,345
+606,974
159
$193M 0.13%
3,537,192
-303,097
160
$191M 0.13%
8,401,214
+848,179
161
$191M 0.13%
1,513,313
+79,535
162
$190M 0.13%
2,018,696
+155,148
163
$188M 0.13%
2,525,899
+581,871
164
$187M 0.13%
2,595,639
+1,367,335
165
$181M 0.12%
1,964,653
+144,987
166
$179M 0.12%
4,583,469
-734,652
167
$178M 0.12%
8,717,877
-5,470,345
168
$177M 0.12%
3,658,002
-1,357,390
169
$176M 0.12%
2,103,747
-696,592
170
$176M 0.12%
2,587,396
-1,414,073
171
$175M 0.12%
2,118,744
-110,455
172
$175M 0.12%
2,635,156
+872,867
173
$170M 0.11%
3,060,663
-1,165,807
174
$170M 0.11%
1,452,793
-100,630
175
$169M 0.11%
1,677,356
-310,531
5 6
7
8 9