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
2326
$1.53M ﹤0.01%
219,868
+49,604
2327
$1.53M ﹤0.01%
36,510
-43,559
2328
$1.52M ﹤0.01%
39,658
+25,317
2329
$1.52M ﹤0.01%
87,225
+10,556
2330
$1.52M ﹤0.01%
329,294
-57,291
2331
$1.52M ﹤0.01%
32,758
-1,846
2332
$1.51M ﹤0.01%
13,586
-132
2333
$1.51M ﹤0.01%
136,360
+53,006
2334
$1.51M ﹤0.01%
28,989
-320
2335
$1.51M ﹤0.01%
223,442
-431,603
2336
$1.51M ﹤0.01%
33,353
+8,580
2337
$1.51M ﹤0.01%
36,812
+377
2338
$1.5M ﹤0.01%
385,501
+381,901
2339
$1.5M ﹤0.01%
108,089
-7,617
2340
$1.5M ﹤0.01%
64,923
+3,520
2341
$1.5M ﹤0.01%
75,205
-10,605
2342
$1.5M ﹤0.01%
117,952
-54,461
2343
$1.5M ﹤0.01%
26,438
-21,262
2344
$1.49M ﹤0.01%
60,246
+48,773
2345
$1.49M ﹤0.01%
68,912
+45,013
2346
$1.49M ﹤0.01%
61,236
+29,941
2347
$1.49M ﹤0.01%
98,859
+27,396
2348
$1.49M ﹤0.01%
65,486
+59,039
2349
$1.49M ﹤0.01%
106,114
+9,499
2350
$1.48M ﹤0.01%
70,473
-4,963
92 93
94
95 96