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
1901
$2.69M ﹤0.01%
84,677
-513,880
1902
$2.69M ﹤0.01%
109,146
+72,668
1903
$2.67M ﹤0.01%
144,365
+117,903
1904
$2.67M ﹤0.01%
188,729
+12,158
1905
$2.67M ﹤0.01%
201,913
+3,564
1906
$2.66M ﹤0.01%
174,109
-9,988
1907
$2.65M ﹤0.01%
170,322
-61,997
1908
$2.65M ﹤0.01%
54,289
-14,264
1909
$2.65M ﹤0.01%
379,628
+90,703
1910
$2.65M ﹤0.01%
71,853
-37,344
1911
$2.65M ﹤0.01%
139,623
-211,584
1912
$2.64M ﹤0.01%
133,153
+48,410
1913
$2.64M ﹤0.01%
438,962
+113,759
1914
$2.63M ﹤0.01%
210,043
1915
$2.63M ﹤0.01%
184,050
+124
1916
$2.63M ﹤0.01%
1,859,866
+17,502
1917
$2.62M ﹤0.01%
100,713
+41,654
1918
$2.62M ﹤0.01%
91,007
+61,871
1919
$2.62M ﹤0.01%
275,371
-91,180
1920
$2.61M ﹤0.01%
90,953
+71,060
1921
$2.61M ﹤0.01%
102,628
+13,484
1922
$2.6M ﹤0.01%
72,311
+10,563
1923
$2.6M ﹤0.01%
140,851
-215,645
1924
$2.6M ﹤0.01%
52,039
+43,914
1925
$2.6M ﹤0.01%
51,814
+43,511
75 76
77
78 79