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
251
$130M 0.05%
2,531,045
+245,498
252
$130M 0.05%
2,028,165
+11,431
253
$129M 0.05%
867,070
+4,063
254
$129M 0.05%
3,110,325
+500,910
255
$128M 0.05%
1,519,910
+320,444
256
$128M 0.05%
2,508,049
+655,502
257
$127M 0.05%
1,913,405
-92,986
258
$127M 0.05%
1,152,167
+166,710
259
$126M 0.05%
1,397,447
-195,065
260
$126M 0.05%
559,300
+172,463
261
$125M 0.05%
6,840,087
-448,461
262
$125M 0.05%
2,105,680
+98,905
263
$125M 0.05%
6,222,601
+229,529
264
$124M 0.05%
4,974,007
-255
265
$124M 0.05%
2,239,875
-186,150
266
$124M 0.05%
2,316,306
-8,425
267
$123M 0.05%
591,231
+131,381
268
$123M 0.05%
6,828,448
-771,424
269
$123M 0.05%
1,408,985
+46,654
270
$123M 0.05%
3,227,288
-133,933
271
$123M 0.05%
922,600
+17,540
272
$121M 0.05%
2,540,080
-8,046
273
$120M 0.05%
3,791,638
-74,480
274
$119M 0.05%
1,019,284
+747,194
275
$119M 0.05%
1,301,432
+1,262,515
9 10
11
12 13