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
2101
$2.08M ﹤0.01%
108,599
+5,274
2102
$2.08M ﹤0.01%
109,952
-8,294
2103
$2.08M ﹤0.01%
140,810
+18,196
2104
$2.08M ﹤0.01%
62,119
-6,058
2105
$2.07M ﹤0.01%
44,060
+1,146
2106
$2.06M ﹤0.01%
54,822
-1,141
2107
$2.06M ﹤0.01%
22,690
-3,696
2108
$2.05M ﹤0.01%
519,987
+29,543
2109
$2.05M ﹤0.01%
520,984
+79,990
2110
$2.05M ﹤0.01%
44,027
+22,567
2111
$2.05M ﹤0.01%
75,331
+4,065
2112
$2.05M ﹤0.01%
58,114
+40,022
2113
$2.05M ﹤0.01%
96,988
-10,722
2114
$2.04M ﹤0.01%
273,744
+104,264
2115
$2.04M ﹤0.01%
54,545
-31,914
2116
$2.04M ﹤0.01%
40,250
+1,812
2117
$2.03M ﹤0.01%
38,594
+7,724
2118
$2.03M ﹤0.01%
45,747
+4,536
2119
$2.03M ﹤0.01%
159,899
+21,649
2120
$2.02M ﹤0.01%
33,056
-9,061
2121
$2.02M ﹤0.01%
128,121
-26,907
2122
$2.02M ﹤0.01%
5,795
-46
2123
$2.01M ﹤0.01%
47,471
+46,036
2124
$2M ﹤0.01%
80,799
+8,770
2125
$2M ﹤0.01%
57,193
-176,749
83 84
85
86 87