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
2801
$1.29M ﹤0.01%
122,229
-11,132
2802
$1.29M ﹤0.01%
79,531
+2,835
2803
$1.29M ﹤0.01%
22,685
+20,064
2804
$1.29M ﹤0.01%
62,127
-10,296
2805
$1.29M ﹤0.01%
32,460
+8,232
2806
$1.29M ﹤0.01%
89,955
+6,557
2807
$1.28M ﹤0.01%
17,044
-16,391
2808
$1.28M ﹤0.01%
111,321
-78,130
2809
$1.28M ﹤0.01%
17,642
+1,455
2810
$1.28M ﹤0.01%
56,052
-8,542
2811
$1.28M ﹤0.01%
52,585
+25,134
2812
$1.28M ﹤0.01%
51,939
-7,859
2813
$1.28M ﹤0.01%
27,571
+1,512
2814
$1.27M ﹤0.01%
51,677
-1,311
2815
$1.27M ﹤0.01%
38,911
-23,658
2816
$1.27M ﹤0.01%
81,950
+4,654
2817
$1.27M ﹤0.01%
56,205
-1,808
2818
$1.27M ﹤0.01%
75,863
+12,150
2819
$1.26M ﹤0.01%
24,330
-136,172
2820
$1.26M ﹤0.01%
27,527
+11,359
2821
$1.26M ﹤0.01%
21,397
-3,955
2822
$1.26M ﹤0.01%
81,432
+1,265
2823
$1.26M ﹤0.01%
63,884
+16,195
2824
$1.25M ﹤0.01%
90,780
+3,458
2825
$1.25M ﹤0.01%
16,852
-5,918
111 112
113
114 115