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
1776
$3.2M ﹤0.01%
131,129
-38,153
1777
$3.2M ﹤0.01%
80,448
+3,030
1778
$3.19M ﹤0.01%
60,958
+56,952
1779
$3.19M ﹤0.01%
174,730
-25,760
1780
$3.19M ﹤0.01%
229,759
+9,463
1781
$3.18M ﹤0.01%
76,707
-57,258
1782
$3.18M ﹤0.01%
72,545
+53,303
1783
$3.18M ﹤0.01%
85,642
-96,422
1784
$3.18M ﹤0.01%
23,776
+8,833
1785
$3.17M ﹤0.01%
209,647
+91,077
1786
$3.17M ﹤0.01%
127,830
+4,401
1787
$3.17M ﹤0.01%
124,351
-5,854
1788
$3.16M ﹤0.01%
19,450
-3,212
1789
$3.15M ﹤0.01%
76,584
-2,670
1790
$3.15M ﹤0.01%
67,559
+45,898
1791
$3.15M ﹤0.01%
230,638
-16,877
1792
$3.15M ﹤0.01%
211,197
+6,428
1793
$3.15M ﹤0.01%
40,821
+6,568
1794
$3.14M ﹤0.01%
166,186
+94,482
1795
$3.13M ﹤0.01%
210,046
+204,241
1796
$3.13M ﹤0.01%
69,180
+30,136
1797
$3.13M ﹤0.01%
80,753
+46,517
1798
$3.13M ﹤0.01%
104,536
+17,828
1799
$3.13M ﹤0.01%
30,316
-1,763
1800
$3.12M ﹤0.01%
40,476
-11,042
70 71
72
73 74