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
2676
$1.56M ﹤0.01%
107,178
-12,141
2677
$1.56M ﹤0.01%
134,666
-978
2678
$1.56M ﹤0.01%
14,213
+2,099
2679
$1.55M ﹤0.01%
15,417
+12,614
2680
$1.55M ﹤0.01%
148,911
-7,342
2681
$1.55M ﹤0.01%
33,946
+4,393
2682
$1.55M ﹤0.01%
111,375
-6,587
2683
$1.55M ﹤0.01%
19,216
+1,026
2684
$1.54M ﹤0.01%
296,447
-92,038
2685
$1.54M ﹤0.01%
54,502
-5,181
2686
$1.54M ﹤0.01%
43,075
+6,130
2687
$1.54M ﹤0.01%
299,923
-199,134
2688
$1.53M ﹤0.01%
74,444
-1,129
2689
$1.53M ﹤0.01%
85,949
-398
2690
$1.52M ﹤0.01%
92,244
+3,493
2691
$1.52M ﹤0.01%
37,021
-15,621
2692
$1.52M ﹤0.01%
13,523
-1,816
2693
$1.52M ﹤0.01%
165,461
+21,772
2694
$1.52M ﹤0.01%
21,985
+1,991
2695
$1.52M ﹤0.01%
39,614
+20,724
2696
$1.51M ﹤0.01%
159,410
+7,437
2697
$1.51M ﹤0.01%
148,954
-11,973
2698
$1.51M ﹤0.01%
70,123
+1,047
2699
$1.51M ﹤0.01%
64,872
-6,894
2700
$1.51M ﹤0.01%
42,624
+37,194
106 107
108
109 110