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
2426
$1.35M ﹤0.01%
32,314
-4,208
2427
$1.35M ﹤0.01%
46,289
-4,436
2428
$1.35M ﹤0.01%
113,194
+6,186
2429
$1.35M ﹤0.01%
65,147
+11,070
2430
$1.34M ﹤0.01%
57,100
+3,080
2431
$1.34M ﹤0.01%
44,357
+3,343
2432
$1.34M ﹤0.01%
241,312
+63,168
2433
$1.34M ﹤0.01%
66,533
-21,887
2434
$1.34M ﹤0.01%
54,978
-554,718
2435
$1.33M ﹤0.01%
41,633
-28,068
2436
$1.33M ﹤0.01%
82,079
+4,675
2437
$1.33M ﹤0.01%
43,041
+7,781
2438
$1.33M ﹤0.01%
17,565
+54
2439
$1.33M ﹤0.01%
92,171
-234,700
2440
$1.33M ﹤0.01%
57,231
-21,852
2441
$1.33M ﹤0.01%
11,082
-15,434
2442
$1.32M ﹤0.01%
+55,000
2443
$1.32M ﹤0.01%
23,898
-79,186
2444
$1.32M ﹤0.01%
26,667
-29,699
2445
$1.31M ﹤0.01%
55,016
+285
2446
$1.31M ﹤0.01%
10,225
-14,875
2447
$1.31M ﹤0.01%
39,369
+15,876
2448
$1.31M ﹤0.01%
12,549
-579
2449
$1.3M ﹤0.01%
56,652
-58,489
2450
$1.3M ﹤0.01%
19,425
-87,755
96 97
98
99 100