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
2001
$2.4M ﹤0.01%
82,327
+4,640
2002
$2.39M ﹤0.01%
62,488
+3,370
2003
$2.39M ﹤0.01%
157,517
+31,712
2004
$2.39M ﹤0.01%
103,869
-17,741
2005
$2.38M ﹤0.01%
184,052
-7,485
2006
$2.38M ﹤0.01%
71,516
+3,419
2007
$2.38M ﹤0.01%
73,588
+5,981
2008
$2.37M ﹤0.01%
99,008
-160,327
2009
$2.37M ﹤0.01%
538,264
+27,398
2010
$2.37M ﹤0.01%
97,068
-42,464
2011
$2.37M ﹤0.01%
76,669
+32,578
2012
$2.36M ﹤0.01%
19,062
-4,733
2013
$2.36M ﹤0.01%
155,045
+148,447
2014
$2.36M ﹤0.01%
24,926
-1,086
2015
$2.36M ﹤0.01%
135,563
+24,936
2016
$2.36M ﹤0.01%
227,537
+47,470
2017
$2.35M ﹤0.01%
93,962
+9,356
2018
$2.34M ﹤0.01%
60,725
-3,340
2019
$2.33M ﹤0.01%
18,830
+12,367
2020
$2.33M ﹤0.01%
52,436
+4,708
2021
$2.33M ﹤0.01%
52,930
-70,984
2022
$2.33M ﹤0.01%
2,043
+238
2023
$2.33M ﹤0.01%
161,114
-3,343
2024
$2.32M ﹤0.01%
66,793
-9,921
2025
$2.32M ﹤0.01%
20,498
+4,705
79 80
81
82 83