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
2701
$1.51M ﹤0.01%
42,624
+37,194
2702
$1.51M ﹤0.01%
76,762
+11,520
2703
$1.5M ﹤0.01%
17,614
-25,989
2704
$1.5M ﹤0.01%
35,811
+5,108
2705
$1.5M ﹤0.01%
86,132
-32,616
2706
$1.5M ﹤0.01%
69,241
-9,143
2707
$1.49M ﹤0.01%
141,482
-161,043
2708
$1.49M ﹤0.01%
40,139
+35,304
2709
$1.48M ﹤0.01%
71,638
-106,645
2710
$1.48M ﹤0.01%
37,063
-452
2711
$1.48M ﹤0.01%
50,462
+10,606
2712
$1.48M ﹤0.01%
59,105
+6,820
2713
$1.47M ﹤0.01%
48,249
+38,617
2714
$1.47M ﹤0.01%
24,752
-2,260
2715
$1.47M ﹤0.01%
42,936
-16,930
2716
$1.47M ﹤0.01%
89,076
-934
2717
$1.47M ﹤0.01%
165,064
+3,279
2718
$1.47M ﹤0.01%
109,559
+27,116
2719
$1.47M ﹤0.01%
46,536
+3,734
2720
$1.46M ﹤0.01%
29,309
+522
2721
$1.46M ﹤0.01%
93,380
-15,515
2722
$1.46M ﹤0.01%
122,753
-88,367
2723
$1.46M ﹤0.01%
61,307
+8,158
2724
$1.46M ﹤0.01%
31,442
+13,487
2725
$1.45M ﹤0.01%
20,107
-6,624
107 108
109
110 111