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
2201
$1.83M ﹤0.01%
32,803
+13,566
2202
$1.82M ﹤0.01%
21,213
-60,642
2203
$1.82M ﹤0.01%
30,242
+6,855
2204
$1.81M ﹤0.01%
388,535
-75,870
2205
$1.81M ﹤0.01%
58,932
+33,498
2206
$1.81M ﹤0.01%
28,434
-16,411
2207
$1.81M ﹤0.01%
12,609
-142
2208
$1.81M ﹤0.01%
429,812
+107,280
2209
$1.81M ﹤0.01%
22,303
+5,627
2210
$1.81M ﹤0.01%
78,203
+10,674
2211
$1.8M ﹤0.01%
39,789
+38,090
2212
$1.8M ﹤0.01%
124,887
-492,888
2213
$1.8M ﹤0.01%
81,984
+40,693
2214
$1.8M ﹤0.01%
141,091
+1,477
2215
$1.8M ﹤0.01%
143,964
+29,227
2216
$1.8M ﹤0.01%
36,533
+2,942
2217
$1.8M ﹤0.01%
84,325
+12,273
2218
$1.79M ﹤0.01%
75,711
+10,389
2219
$1.79M ﹤0.01%
41,410
+33,199
2220
$1.79M ﹤0.01%
127,803
+2,270
2221
$1.79M ﹤0.01%
112,212
+4,540
2222
$1.79M ﹤0.01%
128,475
+4,927
2223
$1.79M ﹤0.01%
121,970
-20,229
2224
$1.79M ﹤0.01%
46,762
-4,819
2225
$1.78M ﹤0.01%
76,311
-142,497
87 88
89
90 91