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
2826
$1.25M ﹤0.01%
102,749
+25,204
2827
$1.25M ﹤0.01%
37,851
-10,687
2828
$1.25M ﹤0.01%
83,337
+5,182
2829
$1.25M ﹤0.01%
292,159
+176,584
2830
$1.24M ﹤0.01%
90,159
-1,321
2831
$1.24M ﹤0.01%
49,672
+5,813
2832
$1.24M ﹤0.01%
23,556
-4,233
2833
$1.24M ﹤0.01%
81,904
+11,587
2834
$1.24M ﹤0.01%
27,149
-22,769
2835
$1.24M ﹤0.01%
103,599
-6,746
2836
$1.23M ﹤0.01%
33,526
-2,484
2837
$1.23M ﹤0.01%
132,150
+50,858
2838
$1.23M ﹤0.01%
77,601
+36,764
2839
$1.23M ﹤0.01%
107,896
-17,164
2840
$1.23M ﹤0.01%
95,873
+2,312
2841
$1.23M ﹤0.01%
9,339
-3,540
2842
$1.23M ﹤0.01%
32,583
-49,107
2843
$1.23M ﹤0.01%
97,152
-37,470
2844
$1.22M ﹤0.01%
25,440
-1,878
2845
$1.22M ﹤0.01%
266,800
-124,240
2846
$1.22M ﹤0.01%
46,153
-2,621
2847
$1.22M ﹤0.01%
109,585
+64,097
2848
$1.21M ﹤0.01%
31,862
-1,320
2849
$1.21M ﹤0.01%
17,111
+273
2850
$1.21M ﹤0.01%
157,197
-14,611
112 113
114
115 116