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
1801
$3.11M ﹤0.01%
63,962
+10,966
1802
$3.11M ﹤0.01%
30,806
-51,206
1803
$3.11M ﹤0.01%
53,064
-50,298
1804
$3.11M ﹤0.01%
195,375
-47,493
1805
$3.1M ﹤0.01%
124,692
+2,820
1806
$3.1M ﹤0.01%
115,142
-142,987
1807
$3.1M ﹤0.01%
43,951
-596
1808
$3.09M ﹤0.01%
137,585
+116,526
1809
$3.09M ﹤0.01%
79,108
-17,000
1810
$3.09M ﹤0.01%
47,315
-4,350
1811
$3.08M ﹤0.01%
56,402
+28,311
1812
$3.07M ﹤0.01%
273,004
+37,902
1813
$3.06M ﹤0.01%
126,621
+2,201
1814
$3.06M ﹤0.01%
40,998
-39,978
1815
$3.06M ﹤0.01%
158,219
+73,272
1816
$3.05M ﹤0.01%
61,436
+1,755
1817
$3.05M ﹤0.01%
276,099
-1,988,784
1818
$3.05M ﹤0.01%
115,585
-31,210
1819
$3.03M ﹤0.01%
88,684
-15,963
1820
$3.03M ﹤0.01%
46,861
+326
1821
$3.02M ﹤0.01%
79,719
+18,331
1822
$3.02M ﹤0.01%
220,369
+78,747
1823
$3.02M ﹤0.01%
76,942
+7,447
1824
$3.02M ﹤0.01%
117,528
-5,288
1825
$3.01M ﹤0.01%
209,059
-7,883
71 72
73
74 75