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
1851
$2.92M ﹤0.01%
87,895
-12,268
1852
$2.91M ﹤0.01%
70,046
+55,877
1853
$2.91M ﹤0.01%
45,550
-52,843
1854
$2.91M ﹤0.01%
188,017
-426,571
1855
$2.9M ﹤0.01%
116,122
+14,393
1856
$2.9M ﹤0.01%
52,428
+7,727
1857
$2.9M ﹤0.01%
100,499
+48,395
1858
$2.89M ﹤0.01%
54,187
+22,332
1859
$2.89M ﹤0.01%
100,386
-106,145
1860
$2.89M ﹤0.01%
376,618
+202,609
1861
$2.88M ﹤0.01%
24,968
+24,579
1862
$2.88M ﹤0.01%
209,696
-39,737
1863
$2.88M ﹤0.01%
58,126
-179,011
1864
$2.88M ﹤0.01%
52,887
+6,283
1865
$2.87M ﹤0.01%
229,540
-80,068
1866
$2.87M ﹤0.01%
276,199
-22,448
1867
$2.86M ﹤0.01%
116,187
+42,386
1868
$2.86M ﹤0.01%
140,560
-39,577
1869
$2.85M ﹤0.01%
208,853
+42,764
1870
$2.84M ﹤0.01%
26,994
-680,811
1871
$2.84M ﹤0.01%
77,717
+41,276
1872
$2.84M ﹤0.01%
94,965
-6,446
1873
$2.83M ﹤0.01%
5,712
+27
1874
$2.83M ﹤0.01%
174,659
-19,016
1875
$2.83M ﹤0.01%
233,614
+167,909
73 74
75
76 77