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
176
$168M 0.11%
2,493,560
+87,408
177
$168M 0.11%
6,090,103
-1,403,344
178
$167M 0.11%
6,523,767
-2,129,150
179
$165M 0.11%
3,622,216
-1,335,008
180
$164M 0.11%
1,196,112
+472,322
181
$159M 0.11%
2,513,564
-290,076
182
$159M 0.11%
2,031,970
+1,015,154
183
$157M 0.11%
2,498,512
+346,000
184
$156M 0.1%
1,645,602
+272,143
185
$153M 0.1%
1,079,843
+371,481
186
$153M 0.1%
800,888
-279,623
187
$152M 0.1%
2,138,370
-6,051
188
$152M 0.1%
1,857,097
-123,503
189
$150M 0.1%
3,591,025
-537,536
190
$150M 0.1%
3,472,855
+625,382
191
$149M 0.1%
1,634,945
+509,756
192
$148M 0.1%
1,251,052
+937,447
193
$148M 0.1%
5,280,253
+179,503
194
$147M 0.1%
6,783,981
-3,463,881
195
$147M 0.1%
930,328
-57,410
196
$145M 0.1%
1,172,634
-27,920
197
$144M 0.1%
1,438,402
-231,158
198
$144M 0.1%
2,914,059
+1,056,603
199
$143M 0.1%
5,561,914
+1,665,148
200
$142M 0.1%
3,082,820
-841,812
6 7
8
9 10