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
1876
$2.83M ﹤0.01%
75,427
-46,350
1877
$2.83M ﹤0.01%
192,836
+68,229
1878
$2.82M ﹤0.01%
193,027
-628,278
1879
$2.82M ﹤0.01%
91,027
+72,471
1880
$2.8M ﹤0.01%
194,511
-22,155
1881
$2.8M ﹤0.01%
65,208
+10,575
1882
$2.8M ﹤0.01%
79,142
+1,234
1883
$2.78M ﹤0.01%
102,302
-634,583
1884
$2.77M ﹤0.01%
45,858
-105
1885
$2.76M ﹤0.01%
144,712
+5,726
1886
$2.76M ﹤0.01%
126,576
+87,414
1887
$2.76M ﹤0.01%
35,923
+3,087
1888
$2.76M ﹤0.01%
104,985
-11,002
1889
$2.75M ﹤0.01%
90,104
-2,110
1890
$2.75M ﹤0.01%
23,137
+1,916
1891
$2.74M ﹤0.01%
34,974
+288
1892
$2.73M ﹤0.01%
691,011
-11,176
1893
$2.7M ﹤0.01%
58,528
-28,128
1894
$2.7M ﹤0.01%
68,489
-21,069
1895
$2.7M ﹤0.01%
54,464
-11,845
1896
$2.7M ﹤0.01%
203,639
+18,618
1897
$2.7M ﹤0.01%
49,084
-85,892
1898
$2.7M ﹤0.01%
268,113
-188,255
1899
$2.7M ﹤0.01%
361,550
-19,247
1900
$2.7M ﹤0.01%
186,258
+56,940
74 75
76
77 78