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
2126
$1.99M ﹤0.01%
79,156
+75,156
2127
$1.99M ﹤0.01%
82,261
-5,974
2128
$1.98M ﹤0.01%
120,103
+119,964
2129
$1.98M ﹤0.01%
100,798
+29,235
2130
$1.97M ﹤0.01%
27,165
-51,323
2131
$1.97M ﹤0.01%
80,122
+2,178
2132
$1.96M ﹤0.01%
29,144
+1,776
2133
$1.96M ﹤0.01%
132,770
+7,412
2134
$1.96M ﹤0.01%
180,086
+3,473
2135
$1.96M ﹤0.01%
41,497
+14,939
2136
$1.96M ﹤0.01%
38,724
-33,143
2137
$1.95M ﹤0.01%
58,294
+39,676
2138
$1.95M ﹤0.01%
41,231
+4,525
2139
$1.95M ﹤0.01%
99,984
-17,358
2140
$1.94M ﹤0.01%
36,138
+18,036
2141
$1.94M ﹤0.01%
38,802
+786
2142
$1.94M ﹤0.01%
110,784
+41,576
2143
$1.94M ﹤0.01%
144,277
+124,140
2144
$1.94M ﹤0.01%
68,649
+15,709
2145
$1.93M ﹤0.01%
99,006
-88,019
2146
$1.93M ﹤0.01%
4,875
+911
2147
$1.93M ﹤0.01%
61,456
-31,484
2148
$1.93M ﹤0.01%
128,203
-6,870
2149
$1.93M ﹤0.01%
105,088
-31,415
2150
$1.93M ﹤0.01%
37,501
+17,251
84 85
86
87 88