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
2626
$1.68M ﹤0.01%
25,875
+721
2627
$1.67M ﹤0.01%
54,920
+7,776
2628
$1.67M ﹤0.01%
24,463
+7,285
2629
$1.67M ﹤0.01%
54,725
-11,899
2630
$1.67M ﹤0.01%
59,546
+17,001
2631
$1.67M ﹤0.01%
169,815
-52,667
2632
$1.67M ﹤0.01%
29,156
-20,101
2633
$1.67M ﹤0.01%
25,891
+446
2634
$1.66M ﹤0.01%
24,508
-40
2635
$1.66M ﹤0.01%
39,884
+17,389
2636
$1.66M ﹤0.01%
122,033
+17,115
2637
$1.65M ﹤0.01%
82,778
+2,684
2638
$1.64M ﹤0.01%
927,477
-212,050
2639
$1.64M ﹤0.01%
74,488
+12,243
2640
$1.64M ﹤0.01%
17,481
+16,728
2641
$1.63M ﹤0.01%
83,203
+20,211
2642
$1.63M ﹤0.01%
35,505
+29,360
2643
$1.63M ﹤0.01%
38,788
+275
2644
$1.62M ﹤0.01%
16,898
-8,630
2645
$1.62M ﹤0.01%
39,989
-6,867
2646
$1.62M ﹤0.01%
46,997
-25,239
2647
$1.62M ﹤0.01%
52,017
-63,281
2648
$1.61M ﹤0.01%
9,738
+3,361
2649
$1.61M ﹤0.01%
21,412
-1,761
2650
$1.61M ﹤0.01%
141,358
+8,765
104 105
106
107 108