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
1926
$2.6M ﹤0.01%
88,391
+21,624
1927
$2.59M ﹤0.01%
209,984
-53,977
1928
$2.59M ﹤0.01%
15,956
-17,088
1929
$2.59M ﹤0.01%
49,489
-3,279
1930
$2.58M ﹤0.01%
126,920
-33,338
1931
$2.58M ﹤0.01%
49,596
+4,519
1932
$2.58M ﹤0.01%
91,471
-6,024
1933
$2.58M ﹤0.01%
17,432
-426
1934
$2.58M ﹤0.01%
38,784
-2,884
1935
$2.58M ﹤0.01%
41,035
-73,320
1936
$2.56M ﹤0.01%
69,242
-46,486
1937
$2.56M ﹤0.01%
79,816
-309
1938
$2.55M ﹤0.01%
98,621
+37,957
1939
$2.55M ﹤0.01%
198,421
-62,151
1940
$2.55M ﹤0.01%
86,055
-15,111
1941
$2.54M ﹤0.01%
92,548
-6,250
1942
$2.54M ﹤0.01%
191,211
+33,878
1943
$2.54M ﹤0.01%
193,109
-701
1944
$2.54M ﹤0.01%
78,332
+11,070
1945
$2.53M ﹤0.01%
545,089
+72,228
1946
$2.53M ﹤0.01%
373,117
-54,222
1947
$2.53M ﹤0.01%
92,717
+44,322
1948
$2.52M ﹤0.01%
48,609
-5,684
1949
$2.52M ﹤0.01%
70,525
-105,518
1950
$2.51M ﹤0.01%
65,224
-21,081
76 77
78
79 80