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
2026
$2.32M ﹤0.01%
90,907
-78,642
2027
$2.32M ﹤0.01%
42,870
-5,994
2028
$2.32M ﹤0.01%
43,118
+551
2029
$2.31M ﹤0.01%
32,490
-33,306
2030
$2.31M ﹤0.01%
69,555
-52,134
2031
$2.31M ﹤0.01%
34,690
-30,938
2032
$2.31M ﹤0.01%
225,948
+6,293
2033
$2.31M ﹤0.01%
55,322
+52,664
2034
$2.3M ﹤0.01%
208,887
-92,233
2035
$2.29M ﹤0.01%
95,327
-183,621
2036
$2.29M ﹤0.01%
60,820
+7,001
2037
$2.29M ﹤0.01%
215,861
+12,547
2038
$2.29M ﹤0.01%
435,657
+75,482
2039
$2.28M ﹤0.01%
101,282
+52,784
2040
$2.28M ﹤0.01%
68,500
-6,708
2041
$2.28M ﹤0.01%
195,605
-2,879
2042
$2.28M ﹤0.01%
105,394
+2,376
2043
$2.26M ﹤0.01%
95,851
+236
2044
$2.25M ﹤0.01%
29,896
+29,430
2045
$2.25M ﹤0.01%
268,429
-27,462
2046
$2.25M ﹤0.01%
92,374
-399,576
2047
$2.25M ﹤0.01%
69,487
-6,951
2048
$2.25M ﹤0.01%
171,857
-9,996
2049
$2.25M ﹤0.01%
21,190
-9,785
2050
$2.25M ﹤0.01%
165,260
+24,575
80 81
82
83 84