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
2351
$1.48M ﹤0.01%
82,781
-55,561
2352
$1.48M ﹤0.01%
35,631
+21,114
2353
$1.48M ﹤0.01%
92,004
+78,935
2354
$1.48M ﹤0.01%
33,980
+1,803
2355
$1.48M ﹤0.01%
44,268
+29,422
2356
$1.47M ﹤0.01%
93,093
-232,482
2357
$1.47M ﹤0.01%
59,373
+26,537
2358
$1.47M ﹤0.01%
119,870
+38,558
2359
$1.47M ﹤0.01%
19,216
+12,040
2360
$1.47M ﹤0.01%
36,320
+16,443
2361
$1.46M ﹤0.01%
21,344
+12,779
2362
$1.46M ﹤0.01%
34,416
-126
2363
$1.46M ﹤0.01%
87,632
-58,607
2364
$1.46M ﹤0.01%
131,758
+118,453
2365
$1.46M ﹤0.01%
134,647
+33,771
2366
$1.46M ﹤0.01%
204,679
+142,808
2367
$1.46M ﹤0.01%
81,045
-29,461
2368
$1.45M ﹤0.01%
148,724
+18,114
2369
$1.45M ﹤0.01%
169,375
-501,612
2370
$1.45M ﹤0.01%
315,602
+27,939
2371
$1.45M ﹤0.01%
48,930
+1,595
2372
$1.44M ﹤0.01%
178,636
+6,288
2373
$1.44M ﹤0.01%
142,597
-19,042
2374
$1.44M ﹤0.01%
40,892
+27,259
2375
$1.44M ﹤0.01%
37,764
-95,515
93 94
95
96 97