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
2726
$1.45M ﹤0.01%
46,370
-173,952
2727
$1.45M ﹤0.01%
45,583
+2,798
2728
$1.45M ﹤0.01%
68,243
+50,409
2729
$1.45M ﹤0.01%
44,720
-20,124
2730
$1.44M ﹤0.01%
18,827
+2,521
2731
$1.44M ﹤0.01%
33,385
+7,812
2732
$1.44M ﹤0.01%
33,893
+2,341
2733
$1.44M ﹤0.01%
75,840
+12,308
2734
$1.44M ﹤0.01%
650,394
+169,407
2735
$1.43M ﹤0.01%
35,831
+621
2736
$1.43M ﹤0.01%
58,438
-394
2737
$1.42M ﹤0.01%
19,875
-22,586
2738
$1.42M ﹤0.01%
57,206
+1,338
2739
$1.42M ﹤0.01%
71,587
+16,994
2740
$1.42M ﹤0.01%
93,183
+15,760
2741
$1.42M ﹤0.01%
22,124
2742
$1.41M ﹤0.01%
99,338
+14,946
2743
$1.4M ﹤0.01%
61,953
-296,329
2744
$1.4M ﹤0.01%
+148,362
2745
$1.39M ﹤0.01%
583,291
-504,146
2746
$1.39M ﹤0.01%
95,615
-31,694
2747
$1.39M ﹤0.01%
85,391
-22,908
2748
$1.39M ﹤0.01%
171,784
-12,322
2749
$1.39M ﹤0.01%
61,241
-8,564
2750
$1.39M ﹤0.01%
28,631
+188
108 109
110
111 112