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
2251
$1.72M ﹤0.01%
173,471
+134,250
2252
$1.71M ﹤0.01%
122,999
+103,635
2253
$1.71M ﹤0.01%
353,557
+34,301
2254
$1.71M ﹤0.01%
110,915
+84,203
2255
$1.71M ﹤0.01%
24,598
-1,436
2256
$1.7M ﹤0.01%
77,307
+654
2257
$1.7M ﹤0.01%
51,288
+1,321
2258
$1.7M ﹤0.01%
100,091
+91,720
2259
$1.7M ﹤0.01%
45,141
-83,777
2260
$1.7M ﹤0.01%
148,771
+21,984
2261
$1.7M ﹤0.01%
73,248
+17,485
2262
$1.69M ﹤0.01%
58,328
-2,924
2263
$1.69M ﹤0.01%
233,708
-13,902
2264
$1.68M ﹤0.01%
19,388
+5,023
2265
$1.68M ﹤0.01%
36,304
+10,103
2266
$1.67M ﹤0.01%
30,566
-289
2267
$1.67M ﹤0.01%
82,699
+2,286
2268
$1.67M ﹤0.01%
67,178
-4,348
2269
$1.67M ﹤0.01%
1,885
-499
2270
$1.67M ﹤0.01%
162,315
-4,650
2271
$1.66M ﹤0.01%
47,971
-86,622
2272
$1.66M ﹤0.01%
152,324
-16,247
2273
$1.66M ﹤0.01%
100,564
-3,590
2274
$1.66M ﹤0.01%
60,634
-13,020
2275
$1.65M ﹤0.01%
66,489
-8,248
89 90
91
92 93