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
2301
$1.58M ﹤0.01%
112,950
-2,179
2302
$1.58M ﹤0.01%
399,424
-287,152
2303
$1.58M ﹤0.01%
61,982
-74,322
2304
$1.57M ﹤0.01%
50,027
+43,755
2305
$1.57M ﹤0.01%
43,574
+8,530
2306
$1.57M ﹤0.01%
35,098
+7,498
2307
$1.57M ﹤0.01%
193,290
+136,374
2308
$1.57M ﹤0.01%
65,265
+11,659
2309
$1.57M ﹤0.01%
27,958
-124,544
2310
$1.56M ﹤0.01%
144,376
+5,421
2311
$1.56M ﹤0.01%
75,577
-81,945
2312
$1.56M ﹤0.01%
68,496
+3,148
2313
$1.56M ﹤0.01%
47,231
-17,771
2314
$1.56M ﹤0.01%
31,384
+455
2315
$1.55M ﹤0.01%
108,725
+10,295
2316
$1.55M ﹤0.01%
51,217
-4,134
2317
$1.55M ﹤0.01%
13,783
-4,327
2318
$1.55M ﹤0.01%
62,013
-9,015
2319
$1.55M ﹤0.01%
32,530
+9,453
2320
$1.54M ﹤0.01%
22,335
+5,663
2321
$1.54M ﹤0.01%
100,020
-150,464
2322
$1.54M ﹤0.01%
693,020
+673,679
2323
$1.54M ﹤0.01%
55,355
+1,816
2324
$1.54M ﹤0.01%
345,869
-198,411
2325
$1.53M ﹤0.01%
65,494
-290
91 92
93
94 95