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
1826
$3.01M ﹤0.01%
55,446
-16,090
1827
$3M ﹤0.01%
207,917
+54,655
1828
$3M ﹤0.01%
123,772
-25,005
1829
$3M ﹤0.01%
205,632
+6,238
1830
$3M ﹤0.01%
93,849
+13,721
1831
$2.99M ﹤0.01%
59,227
-11,999
1832
$2.98M ﹤0.01%
57,908
+15,869
1833
$2.98M ﹤0.01%
103,856
-24,521
1834
$2.98M ﹤0.01%
128,169
-15,764
1835
$2.97M ﹤0.01%
199,525
+21,704
1836
$2.97M ﹤0.01%
116,471
-12,836
1837
$2.97M ﹤0.01%
76,284
+614
1838
$2.96M ﹤0.01%
249,047
-5,452
1839
$2.96M ﹤0.01%
213,661
-44,481
1840
$2.95M ﹤0.01%
225,479
+19,817
1841
$2.94M ﹤0.01%
81,610
+32,202
1842
$2.94M ﹤0.01%
33,202
-38,061
1843
$2.94M ﹤0.01%
26,901
+15,257
1844
$2.93M ﹤0.01%
110,817
-235,352
1845
$2.92M ﹤0.01%
446,152
-419,864
1846
$2.92M ﹤0.01%
149,136
-21,876
1847
$2.92M ﹤0.01%
5,413,361
-976,381
1848
$2.92M ﹤0.01%
27,348
+22,797
1849
$2.92M ﹤0.01%
174,111
-8,720
1850
$2.92M ﹤0.01%
96,549
-3,746
72 73
74
75 76