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
2376
$1.44M ﹤0.01%
385,011
-55,119
2377
$1.44M ﹤0.01%
185,673
-49,695
2378
$1.43M ﹤0.01%
56,797
-14,871
2379
$1.43M ﹤0.01%
58,822
-109
2380
$1.43M ﹤0.01%
33,201
+20,221
2381
$1.43M ﹤0.01%
66,154
-117,299
2382
$1.43M ﹤0.01%
94,473
+60,404
2383
$1.43M ﹤0.01%
98,119
-3,360
2384
$1.43M ﹤0.01%
136,857
+33,796
2385
$1.42M ﹤0.01%
120,737
+36,364
2386
$1.42M ﹤0.01%
88,085
-2,400
2387
$1.42M ﹤0.01%
97,838
-2,474
2388
$1.42M ﹤0.01%
47,153
-16,444
2389
$1.42M ﹤0.01%
61,722
-44,934
2390
$1.42M ﹤0.01%
183,262
-248,075
2391
$1.41M ﹤0.01%
15,196
-42,014
2392
$1.41M ﹤0.01%
23,941
+6,782
2393
$1.41M ﹤0.01%
133,384
-5,555
2394
$1.41M ﹤0.01%
62,208
-1,265
2395
$1.41M ﹤0.01%
276,715
-24,604
2396
$1.41M ﹤0.01%
211,681
+18,390
2397
$1.4M ﹤0.01%
60,698
+3,974
2398
$1.4M ﹤0.01%
17,463
+7,621
2399
$1.4M ﹤0.01%
1,217,005
-197,693
2400
$1.4M ﹤0.01%
8,924
+3,095
94 95
96
97 98