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
2051
$2.24M ﹤0.01%
36,469
-1,043
2052
$2.24M ﹤0.01%
92,393
-75,857
2053
$2.23M ﹤0.01%
76,007
-6,757
2054
$2.23M ﹤0.01%
61,262
-30,128
2055
$2.22M ﹤0.01%
62,910
-25,290
2056
$2.22M ﹤0.01%
45,885
+3,133
2057
$2.22M ﹤0.01%
117,333
-29,860
2058
$2.2M ﹤0.01%
60,480
-30,917
2059
$2.2M ﹤0.01%
53,275
-6,252
2060
$2.2M ﹤0.01%
45,871
+3,603
2061
$2.19M ﹤0.01%
38,637
-81,032
2062
$2.19M ﹤0.01%
130,174
+34,112
2063
$2.18M ﹤0.01%
39,362
+8,887
2064
$2.18M ﹤0.01%
187,480
+6,975
2065
$2.18M ﹤0.01%
141,301
-9,799
2066
$2.17M ﹤0.01%
50,636
+3,621
2067
$2.16M ﹤0.01%
28,614
-121,547
2068
$2.15M ﹤0.01%
239,993
+229,614
2069
$2.15M ﹤0.01%
57,613
+8,680
2070
$2.15M ﹤0.01%
98,845
-123,092
2071
$2.14M ﹤0.01%
76,502
+6,967
2072
$2.14M ﹤0.01%
77,051
+9,785
2073
$2.14M ﹤0.01%
71,303
+12,964
2074
$2.13M ﹤0.01%
68,800
-3,270
2075
$2.13M ﹤0.01%
34,916
-9,188
81 82
83
84 85