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
2226
$1.78M ﹤0.01%
305,265
+2,581
2227
$1.78M ﹤0.01%
20,798
-254
2228
$1.77M ﹤0.01%
86,104
-7,655
2229
$1.77M ﹤0.01%
374,247
-109,271
2230
$1.77M ﹤0.01%
139,525
+23,334
2231
$1.77M ﹤0.01%
58,585
-5,429
2232
$1.77M ﹤0.01%
66,308
+712
2233
$1.76M ﹤0.01%
85,902
-59,098
2234
$1.76M ﹤0.01%
18,097
-5,488
2235
$1.76M ﹤0.01%
177,752
+84,657
2236
$1.76M ﹤0.01%
28,150
-65,799
2237
$1.75M ﹤0.01%
48,905
-3,227
2238
$1.75M ﹤0.01%
7,923
+956
2239
$1.75M ﹤0.01%
48,518
+9,882
2240
$1.75M ﹤0.01%
191,995
-2,832
2241
$1.75M ﹤0.01%
88,344
+508
2242
$1.75M ﹤0.01%
52,277
-180,152
2243
$1.74M ﹤0.01%
66,456
-5,128
2244
$1.73M ﹤0.01%
57,123
+3,343
2245
$1.73M ﹤0.01%
36,395
+4,148
2246
$1.73M ﹤0.01%
12,643
-1,686
2247
$1.73M ﹤0.01%
52,434
-20,449
2248
$1.73M ﹤0.01%
78,956
+21,005
2249
$1.72M ﹤0.01%
27,381
-3,801
2250
$1.72M ﹤0.01%
13,581
+2,189
88 89
90
91 92