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
2776
$1.34M ﹤0.01%
115,614
+18,391
2777
$1.34M ﹤0.01%
12,856
-1,315
2778
$1.33M ﹤0.01%
111,145
+4,702
2779
$1.33M ﹤0.01%
83,647
-367
2780
$1.33M ﹤0.01%
103,748
-1,919
2781
$1.33M ﹤0.01%
40,693
-9,640
2782
$1.33M ﹤0.01%
39,171
+6,416
2783
$1.32M ﹤0.01%
15,773
+68
2784
$1.32M ﹤0.01%
19,475
+9,929
2785
$1.32M ﹤0.01%
38,944
+10,377
2786
$1.32M ﹤0.01%
29,076
+6,675
2787
$1.32M ﹤0.01%
76,243
+406
2788
$1.32M ﹤0.01%
41,383
-6,680
2789
$1.31M ﹤0.01%
104,945
+28,934
2790
$1.31M ﹤0.01%
44,009
+11,770
2791
$1.31M ﹤0.01%
108,490
-152,975
2792
$1.31M ﹤0.01%
88,428
+75,348
2793
$1.31M ﹤0.01%
6,964
-1,697
2794
$1.31M ﹤0.01%
27,259
+13,420
2795
$1.31M ﹤0.01%
28,126
-805
2796
$1.31M ﹤0.01%
37,501
-6,546
2797
$1.3M ﹤0.01%
55,537
+28,629
2798
$1.3M ﹤0.01%
217,056
+84,449
2799
$1.3M ﹤0.01%
25,056
-9,115
2800
$1.3M ﹤0.01%
191,714
-215,930
110 111
112
113 114