UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
7,360
New
Increased
Reduced
Closed

Top Buys

1
+$602M
2
+$296M
3
+$256M
4
EPD icon
Enterprise Products Partners
EPD
+$252M
5
CHTR icon
Charter Communications
CHTR
+$251M

Top Sells

1
+$4.22B
2
+$465M
3
+$382M
4
SHPG
Shire pic
SHPG
+$221M
5
LVLT
Level 3 Communications Inc
LVLT
+$139M

Sector Composition

1 Financials 10.45%
2 Technology 9.66%
3 Healthcare 7.52%
4 Industrials 6.8%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.06M ﹤0.01%
225,899
-102,349
2477
$2.06M ﹤0.01%
39,494
+15,536
2478
$2.06M ﹤0.01%
240,816
+554
2479
$2.05M ﹤0.01%
83,480
-82,095
2480
$2.05M ﹤0.01%
213,195
+11,790
2481
$2.05M ﹤0.01%
70,560
+195
2482
$2.05M ﹤0.01%
11,505
+927
2483
$2.05M ﹤0.01%
113,936
+30,864
2484
$2.04M ﹤0.01%
98,633
+6,582
2485
$2.04M ﹤0.01%
68,480
+35,639
2486
$2.04M ﹤0.01%
42,727
+5,935
2487
$2.04M ﹤0.01%
144,753
+50,809
2488
$2.04M ﹤0.01%
86,844
+26,103
2489
$2.04M ﹤0.01%
145,474
+4,346
2490
$2.04M ﹤0.01%
743,316
-89,480
2491
$2.04M ﹤0.01%
86,202
+2,071
2492
$2.04M ﹤0.01%
171,794
-13,942
2493
$2.04M ﹤0.01%
31,181
-39,039
2494
$2.03M ﹤0.01%
104,601
+63,902
2495
$2.03M ﹤0.01%
73,125
+72,825
2496
$2.03M ﹤0.01%
181,950
-22,108
2497
$2.03M ﹤0.01%
38,502
+725
2498
$2.03M ﹤0.01%
13,285
+4,573
2499
$2.02M ﹤0.01%
73,733
-16,513
2500
$2.02M ﹤0.01%
60,802
+29,977
98 99
100
101 102