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
2176
$1.87M ﹤0.01%
24,969
-22,635
2177
$1.87M ﹤0.01%
68,715
+16,549
2178
$1.87M ﹤0.01%
186,369
+5,816
2179
$1.87M ﹤0.01%
109,741
-1,625
2180
$1.86M ﹤0.01%
31,980
+1,530
2181
$1.86M ﹤0.01%
60,215
-49,336
2182
$1.85M ﹤0.01%
53,015
+18,093
2183
$1.85M ﹤0.01%
29,848
-8,588
2184
$1.85M ﹤0.01%
114,794
-2,675
2185
$1.85M ﹤0.01%
80,558
+1,563
2186
$1.84M ﹤0.01%
56,284
-19,681
2187
$1.84M ﹤0.01%
86,248
-18,791
2188
$1.84M ﹤0.01%
126,319
+12,755
2189
$1.84M ﹤0.01%
35,717
-4,286
2190
$1.84M ﹤0.01%
188,594
-16,976
2191
$1.83M ﹤0.01%
110,371
-11,084
2192
$1.83M ﹤0.01%
108,113
-57,102
2193
$1.83M ﹤0.01%
98,395
+88,335
2194
$1.83M ﹤0.01%
50,365
+1,709
2195
$1.83M ﹤0.01%
69,025
+10,450
2196
$1.83M ﹤0.01%
49,983
+27,645
2197
$1.83M ﹤0.01%
82,678
+4,407
2198
$1.83M ﹤0.01%
30,687
+23,075
2199
$1.83M ﹤0.01%
49,879
+34,378
2200
$1.83M ﹤0.01%
33,209
-29,382
86 87
88
89 90