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
2451
$1.3M ﹤0.01%
35,161
+4,601
2452
$1.3M ﹤0.01%
52,078
-10,205
2453
$1.29M ﹤0.01%
29,864
-17,965
2454
$1.29M ﹤0.01%
369,075
-468,011
2455
$1.29M ﹤0.01%
40,990
-15,561
2456
$1.29M ﹤0.01%
45,616
+6,007
2457
$1.29M ﹤0.01%
27,420
-1,021
2458
$1.29M ﹤0.01%
22,140
+12,932
2459
$1.29M ﹤0.01%
438,498
-17,469
2460
$1.29M ﹤0.01%
71,213
-7,921
2461
$1.29M ﹤0.01%
32,051
+12,250
2462
$1.28M ﹤0.01%
142,101
-10,565
2463
$1.28M ﹤0.01%
47,550
-40,811
2464
$1.28M ﹤0.01%
33,858
+7,606
2465
$1.28M ﹤0.01%
156,224
-926,357
2466
$1.28M ﹤0.01%
59,503
+17,607
2467
$1.28M ﹤0.01%
26,244
-8
2468
$1.27M ﹤0.01%
81,796
-116,780
2469
$1.27M ﹤0.01%
61,436
-4,881
2470
$1.27M ﹤0.01%
95,089
+91,502
2471
$1.27M ﹤0.01%
97,913
-15,150
2472
$1.26M ﹤0.01%
55,816
-169
2473
$1.26M ﹤0.01%
146,049
+110,912
2474
$1.26M ﹤0.01%
102,598
+9,454
2475
$1.26M ﹤0.01%
50,249
-57,771
97 98
99
100 101