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
2751
$1.39M ﹤0.01%
19,993
-3,990
2752
$1.39M ﹤0.01%
1,321,106
+78,719
2753
$1.39M ﹤0.01%
23,502
+9,426
2754
$1.38M ﹤0.01%
31,779
+17,629
2755
$1.38M ﹤0.01%
39,516
-7,842
2756
$1.38M ﹤0.01%
40,078
+2,473
2757
$1.38M ﹤0.01%
120,336
+15,759
2758
$1.37M ﹤0.01%
68,871
-99,864
2759
$1.37M ﹤0.01%
39,823
+3,329
2760
$1.36M ﹤0.01%
86,309
+153
2761
$1.36M ﹤0.01%
67,151
+486
2762
$1.36M ﹤0.01%
25,255
-218
2763
$1.36M ﹤0.01%
1,932
-60
2764
$1.36M ﹤0.01%
81,240
-4,476
2765
$1.36M ﹤0.01%
119,816
+6,666
2766
$1.35M ﹤0.01%
26,116
+222
2767
$1.35M ﹤0.01%
15,113
-525
2768
$1.35M ﹤0.01%
21,204
+17,966
2769
$1.35M ﹤0.01%
91,750
-9,612
2770
$1.35M ﹤0.01%
52,052
+1,865
2771
$1.35M ﹤0.01%
8,941
-168
2772
$1.35M ﹤0.01%
25,574
+13,426
2773
$1.35M ﹤0.01%
91,073
+3,036
2774
$1.34M ﹤0.01%
104,827
+1,014
2775
$1.34M ﹤0.01%
34,043
-38,127
109 110
111
112 113