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
1951
$2.51M ﹤0.01%
165,224
-76,376
1952
$2.51M ﹤0.01%
147,665
-7,465
1953
$2.51M ﹤0.01%
82,529
+16,889
1954
$2.51M ﹤0.01%
307,885
+7,589
1955
$2.5M ﹤0.01%
91,952
-336,915
1956
$2.5M ﹤0.01%
122,700
-81,409
1957
$2.5M ﹤0.01%
46,140
-1,663
1958
$2.49M ﹤0.01%
161,541
+16,215
1959
$2.49M ﹤0.01%
200,513
+11,565
1960
$2.48M ﹤0.01%
40,843
-1,396
1961
$2.48M ﹤0.01%
186,335
+14,638
1962
$2.48M ﹤0.01%
133,555
-31,619
1963
$2.48M ﹤0.01%
23,314
+15,264
1964
$2.47M ﹤0.01%
304,719
+122,985
1965
$2.47M ﹤0.01%
60,674
+20,943
1966
$2.47M ﹤0.01%
58,947
+522
1967
$2.47M ﹤0.01%
68,717
+846
1968
$2.46M ﹤0.01%
77,645
+32,726
1969
$2.46M ﹤0.01%
90,621
+29,152
1970
$2.46M ﹤0.01%
44,172
+13,863
1971
$2.46M ﹤0.01%
85,085
+2,865
1972
$2.46M ﹤0.01%
167,540
+6,047
1973
$2.45M ﹤0.01%
49,904
+30,844
1974
$2.45M ﹤0.01%
241,469
+52,095
1975
$2.45M ﹤0.01%
105,618
+94,129
77 78
79
80 81