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
2276
$1.65M ﹤0.01%
64,740
-4,606
2277
$1.65M ﹤0.01%
65,298
+10,616
2278
$1.65M ﹤0.01%
196,975
+85,918
2279
$1.65M ﹤0.01%
184,900
-22,959
2280
$1.64M ﹤0.01%
87,896
-16,004
2281
$1.64M ﹤0.01%
110,544
+30,303
2282
$1.64M ﹤0.01%
170,530
-14,988
2283
$1.64M ﹤0.01%
82,145
+2,816
2284
$1.64M ﹤0.01%
116,418
+19,727
2285
$1.63M ﹤0.01%
102,734
-61,931
2286
$1.63M ﹤0.01%
30,932
-227
2287
$1.63M ﹤0.01%
43,161
-367
2288
$1.63M ﹤0.01%
69,030
+61,815
2289
$1.62M ﹤0.01%
31,031
-2,707
2290
$1.62M ﹤0.01%
114,818
+1,695
2291
$1.62M ﹤0.01%
61,288
+27,074
2292
$1.61M ﹤0.01%
73,036
+72,238
2293
$1.61M ﹤0.01%
141,927
-24,130
2294
$1.61M ﹤0.01%
9,040
+6,057
2295
$1.6M ﹤0.01%
68,877
-981
2296
$1.6M ﹤0.01%
31,807
-20,993
2297
$1.59M ﹤0.01%
43,273
-35,842
2298
$1.59M ﹤0.01%
53,769
+13,342
2299
$1.59M ﹤0.01%
181,912
-42,429
2300
$1.58M ﹤0.01%
103,475
+44,593
90 91
92
93 94