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
2526
$1.97M ﹤0.01%
25,358
+1,389
2527
$1.96M ﹤0.01%
19,316
-31,582
2528
$1.95M ﹤0.01%
17,628
-25,196
2529
$1.95M ﹤0.01%
74,583
-30,123
2530
$1.94M ﹤0.01%
179,955
+19,721
2531
$1.94M ﹤0.01%
30,631
-9,912
2532
$1.94M ﹤0.01%
41,393
-101,336
2533
$1.94M ﹤0.01%
73,050
+43,816
2534
$1.94M ﹤0.01%
21,195
-33,172
2535
$1.94M ﹤0.01%
452,154
+398,728
2536
$1.93M ﹤0.01%
191,292
+58,458
2537
$1.93M ﹤0.01%
80,407
-8,074
2538
$1.92M ﹤0.01%
42,099
+26
2539
$1.91M ﹤0.01%
90,532
-45,259
2540
$1.91M ﹤0.01%
145,395
-6,209
2541
$1.91M ﹤0.01%
192,613
+32,893
2542
$1.9M ﹤0.01%
691,819
+685,600
2543
$1.9M ﹤0.01%
70,473
+15,794
2544
$1.89M ﹤0.01%
111,918
-12,053
2545
$1.89M ﹤0.01%
75,035
-21,722
2546
$1.89M ﹤0.01%
31,159
-20,493
2547
$1.88M ﹤0.01%
54,201
+28,208
2548
$1.88M ﹤0.01%
49,596
+15,622
2549
$1.87M ﹤0.01%
70,714
+4,219
2550
$1.87M ﹤0.01%
64,048
-3,293
100 101
102
103 104