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
2551
$1.85M ﹤0.01%
67,923
+24,058
2552
$1.84M ﹤0.01%
98,809
+94,249
2553
$1.84M ﹤0.01%
116,679
+6,649
2554
$1.84M ﹤0.01%
272,745
+20,390
2555
$1.84M ﹤0.01%
27,850
+2,751
2556
$1.84M ﹤0.01%
183,309
+3,310
2557
$1.84M ﹤0.01%
41,601
+6,746
2558
$1.83M ﹤0.01%
40,193
+3,087
2559
$1.83M ﹤0.01%
23,611
+21
2560
$1.83M ﹤0.01%
59,828
+13,220
2561
$1.82M ﹤0.01%
206,712
+73,883
2562
$1.82M ﹤0.01%
132,610
+8,343
2563
$1.81M ﹤0.01%
108,759
+29,497
2564
$1.81M ﹤0.01%
703
+31
2565
$1.81M ﹤0.01%
55,567
+15,886
2566
$1.8M ﹤0.01%
24,003
-8,022
2567
$1.8M ﹤0.01%
89,560
-242
2568
$1.79M ﹤0.01%
24,594
+140
2569
$1.79M ﹤0.01%
34,417
-1,074
2570
$1.79M ﹤0.01%
57,256
+23
2571
$1.78M ﹤0.01%
22,645
+21,786
2572
$1.78M ﹤0.01%
69,189
-638
2573
$1.78M ﹤0.01%
14,601
+3,885
2574
$1.78M ﹤0.01%
98,503
-6,436
2575
$1.77M ﹤0.01%
80,615
+63,112
101 102
103
104 105