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
2651
$1.61M ﹤0.01%
48,795
-1,783
2652
$1.61M ﹤0.01%
54,716
+311
2653
$1.6M ﹤0.01%
33,003
+14,688
2654
$1.6M ﹤0.01%
66,749
+62,813
2655
$1.6M ﹤0.01%
16,423
-67,962
2656
$1.6M ﹤0.01%
142,992
-72,539
2657
$1.6M ﹤0.01%
18,092
+5,502
2658
$1.59M ﹤0.01%
40,537
-27,558
2659
$1.59M ﹤0.01%
91,418
+15,305
2660
$1.59M ﹤0.01%
82,738
+13,114
2661
$1.59M ﹤0.01%
138,250
-4,101
2662
$1.59M ﹤0.01%
29,996
+13,083
2663
$1.59M ﹤0.01%
43,743
+34,798
2664
$1.59M ﹤0.01%
17,367
-4,284
2665
$1.58M ﹤0.01%
51,157
-870
2666
$1.58M ﹤0.01%
103,569
+28,014
2667
$1.58M ﹤0.01%
172,531
-170,310
2668
$1.57M ﹤0.01%
47,956
-144,706
2669
$1.57M ﹤0.01%
212,131
+13,864
2670
$1.57M ﹤0.01%
33,244
-1,326
2671
$1.57M ﹤0.01%
121,125
+1,608
2672
$1.56M ﹤0.01%
52,668
-37,286
2673
$1.56M ﹤0.01%
66,276
-3,977
2674
$1.56M ﹤0.01%
112,137
-31,663
2675
$1.56M ﹤0.01%
12,085
-2,122
105 106
107
108 109