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
2601
$1.73M ﹤0.01%
17,072
+2,567
2602
$1.73M ﹤0.01%
28,895
+3,865
2603
$1.73M ﹤0.01%
27,545
+8,371
2604
$1.73M ﹤0.01%
92,327
-18,082
2605
$1.73M ﹤0.01%
47,239
+9,876
2606
$1.72M ﹤0.01%
115,869
+39,491
2607
$1.72M ﹤0.01%
21,972
+708
2608
$1.72M ﹤0.01%
18,312
+6,447
2609
$1.72M ﹤0.01%
60,178
-5,762
2610
$1.71M ﹤0.01%
10,884
-609
2611
$1.71M ﹤0.01%
33,776
+7,640
2612
$1.71M ﹤0.01%
68,020
-646
2613
$1.7M ﹤0.01%
149,918
-31,512
2614
$1.7M ﹤0.01%
20,187
-12,358
2615
$1.7M ﹤0.01%
52,861
-53,883
2616
$1.7M ﹤0.01%
62,351
+59,746
2617
$1.69M ﹤0.01%
42,154
-110
2618
$1.69M ﹤0.01%
353,847
-125,411
2619
$1.69M ﹤0.01%
89,755
+16,215
2620
$1.69M ﹤0.01%
136,555
+3,042
2621
$1.69M ﹤0.01%
258,944
-164,881
2622
$1.68M ﹤0.01%
138,476
+3,627
2623
$1.68M ﹤0.01%
52,537
-65,332
2624
$1.68M ﹤0.01%
42,637
-786
2625
$1.68M ﹤0.01%
22,915
+2,754
103 104
105
106 107