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
2076
$2.13M ﹤0.01%
266,138
-13,360
2077
$2.13M ﹤0.01%
194,242
+66,121
2078
$2.13M ﹤0.01%
69,095
-5,719
2079
$2.13M ﹤0.01%
40,208
-7,207
2080
$2.13M ﹤0.01%
53,929
+36,829
2081
$2.13M ﹤0.01%
93,463
-19,247
2082
$2.12M ﹤0.01%
53,742
-12,078
2083
$2.12M ﹤0.01%
85,813
-1,435
2084
$2.12M ﹤0.01%
58,775
+1,122
2085
$2.11M ﹤0.01%
38,358
+13,101
2086
$2.11M ﹤0.01%
85,872
-141,283
2087
$2.11M ﹤0.01%
32,514
+20,371
2088
$2.11M ﹤0.01%
66,942
+62,520
2089
$2.1M ﹤0.01%
167,242
-165,797
2090
$2.1M ﹤0.01%
16,930
+1,637
2091
$2.1M ﹤0.01%
208,143
-72,492
2092
$2.1M ﹤0.01%
132,209
-83,222
2093
$2.1M ﹤0.01%
40,381
+3,266
2094
$2.09M ﹤0.01%
149,967
+16,406
2095
$2.09M ﹤0.01%
27,163
+903
2096
$2.09M ﹤0.01%
31,552
-22,091
2097
$2.09M ﹤0.01%
67,585
+19,549
2098
$2.09M ﹤0.01%
67,799
-243,339
2099
$2.08M ﹤0.01%
205,976
-22,851
2100
$2.08M ﹤0.01%
190,953
-101,671
82 83
84
85 86