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
2501
$2.02M ﹤0.01%
268,655
-1,889,500
2502
$2.02M ﹤0.01%
64,922
-1,591
2503
$2.02M ﹤0.01%
102,848
+3,704
2504
$2.02M ﹤0.01%
23,401
-896
2505
$2.01M ﹤0.01%
92,268
+6,701
2506
$2.01M ﹤0.01%
87,244
+2,508
2507
$2.01M ﹤0.01%
62,598
+7,503
2508
$2M ﹤0.01%
6,191
+5,448
2509
$2M ﹤0.01%
152,183
-60,278
2510
$1.99M ﹤0.01%
61,849
+16,177
2511
$1.99M ﹤0.01%
48,913
-17,228
2512
$1.99M ﹤0.01%
50,653
+852
2513
$1.98M ﹤0.01%
2,211
-198
2514
$1.98M ﹤0.01%
49,588
-10,874
2515
$1.98M ﹤0.01%
13,091
+11,748
2516
$1.98M ﹤0.01%
28,449
+4,351
2517
$1.97M ﹤0.01%
132,285
+27,895
2518
$1.97M ﹤0.01%
101,722
+9,310
2519
$1.97M ﹤0.01%
129,220
+19,360
2520
$1.97M ﹤0.01%
66,208
+65,060
2521
$1.97M ﹤0.01%
90,942
+81,332
2522
$1.97M ﹤0.01%
54,802
+49,566
2523
$1.97M ﹤0.01%
38,080
+28,146
2524
$1.97M ﹤0.01%
72,706
+69,454
2525
$1.97M ﹤0.01%
25,358
+1,389
99 100
101
102 103