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
2401
$1.39M ﹤0.01%
35,250
-19,270
2402
$1.39M ﹤0.01%
20,743
-40,103
2403
$1.39M ﹤0.01%
40,199
+1,351
2404
$1.39M ﹤0.01%
49,349
-6,902
2405
$1.39M ﹤0.01%
137,483
+58,214
2406
$1.39M ﹤0.01%
15,694
-1,998
2407
$1.39M ﹤0.01%
62,870
-15,901
2408
$1.39M ﹤0.01%
60,819
+7,361
2409
$1.38M ﹤0.01%
98,787
-277
2410
$1.38M ﹤0.01%
74,435
-186
2411
$1.38M ﹤0.01%
27,248
+2,551
2412
$1.38M ﹤0.01%
112,769
+84,460
2413
$1.37M ﹤0.01%
78,244
+25,467
2414
$1.37M ﹤0.01%
117,732
-336,251
2415
$1.37M ﹤0.01%
21,380
+1,093
2416
$1.37M ﹤0.01%
37,645
-92,026
2417
$1.37M ﹤0.01%
42,225
-2,958
2418
$1.37M ﹤0.01%
210,328
+198,277
2419
$1.36M ﹤0.01%
42,947
+13,247
2420
$1.36M ﹤0.01%
29,462
+17,846
2421
$1.36M ﹤0.01%
4,258
+110
2422
$1.36M ﹤0.01%
110,770
-2,525
2423
$1.36M ﹤0.01%
86,887
-11,391
2424
$1.36M ﹤0.01%
134,125
+21,429
2425
$1.36M ﹤0.01%
151,153
+74,356
95 96
97
98 99