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
2576
$1.77M ﹤0.01%
217,632
+141,912
2577
$1.77M ﹤0.01%
40,433
+8,414
2578
$1.77M ﹤0.01%
29,386
-5,694
2579
$1.77M ﹤0.01%
68,305
+3,118
2580
$1.77M ﹤0.01%
22,641
-7,698
2581
$1.77M ﹤0.01%
31,936
-19,683
2582
$1.77M ﹤0.01%
4,456
-386
2583
$1.76M ﹤0.01%
25,346
-2,588
2584
$1.76M ﹤0.01%
172,896
-2,725
2585
$1.76M ﹤0.01%
227,132
-9,747
2586
$1.76M ﹤0.01%
720,958
-11,551
2587
$1.76M ﹤0.01%
27,819
-12,678
2588
$1.75M ﹤0.01%
49,151
-331
2589
$1.75M ﹤0.01%
45,322
+1,157
2590
$1.75M ﹤0.01%
29,271
-10,248
2591
$1.75M ﹤0.01%
103,092
-28,658
2592
$1.75M ﹤0.01%
19,739
-1,735
2593
$1.74M ﹤0.01%
43,574
+119
2594
$1.74M ﹤0.01%
138,560
+1,414
2595
$1.74M ﹤0.01%
29,212
-10,450
2596
$1.74M ﹤0.01%
52,121
+42,869
2597
$1.74M ﹤0.01%
35,096
+18,516
2598
$1.74M ﹤0.01%
34,376
-4,543
2599
$1.74M ﹤0.01%
134,238
-72,941
2600
$1.73M ﹤0.01%
17,072
+2,567
102 103
104
105 106