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
$181B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,359
New
Increased
Reduced
Closed

Top Buys

1
+$610M
2
+$285M
3
+$267M
4
EPD icon
Enterprise Products Partners
EPD
+$263M
5
CHTR icon
Charter Communications
CHTR
+$248M

Top Sells

1
+$4.34B
2
+$464M
3
+$390M
4
SHPG
Shire pic
SHPG
+$231M
5
LVLT
Level 3 Communications Inc
LVLT
+$139M

Sector Composition

1 Financials 10.45%
2 Technology 9.67%
3 Healthcare 7.52%
4 Industrials 6.75%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$148M 0.06%
1,265,072
+241,833
227
$147M 0.06%
1,176,628
+125,323
228
$147M 0.06%
1,478,282
+423,603
229
$144M 0.06%
3,108,881
+174,639
230
$142M 0.06%
2,800,701
+256,727
231
$142M 0.06%
1,272,046
+26,883
232
$142M 0.06%
4,197,786
+205,335
233
$142M 0.06%
1,682,409
-308,738
234
$141M 0.06%
81,141
-6,337
235
$141M 0.06%
441,629
+242,120
236
$140M 0.06%
687,290
+57,992
237
$138M 0.06%
1,090,660
-634,267
238
$138M 0.06%
2,559,940
+20,176
239
$137M 0.06%
1,236,594
+317,623
240
$137M 0.06%
2,258,035
-65,694
241
$137M 0.06%
2,794,606
+78,946
242
$136M 0.06%
7,649,640
+6,837,510
243
$136M 0.06%
2,819,193
+207,102
244
$135M 0.06%
12,567,882
+119,520
245
$134M 0.06%
1,842,584
+107,566
246
$134M 0.06%
3,262,286
-103,896
247
$134M 0.05%
4,331,843
-337,317
248
$134M 0.05%
1,790,890
+598,313
249
$133M 0.05%
2,435,344
+18,486
250
$131M 0.05%
1,661,174
-65,220
8 9
10
11 12