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
2851
$1.21M ﹤0.01%
63,861
-76,157
2852
$1.21M ﹤0.01%
124,424
-1,233
2853
$1.21M ﹤0.01%
1,420
+568
2854
$1.21M ﹤0.01%
35,126
-1,838
2855
$1.21M ﹤0.01%
40,304
-148
2856
$1.2M ﹤0.01%
63,584
-149,520
2857
$1.2M ﹤0.01%
17,106
-2,290
2858
$1.2M ﹤0.01%
114,311
-268,307
2859
$1.2M ﹤0.01%
25,300
-6,042
2860
$1.2M ﹤0.01%
28,392
+2,740
2861
$1.2M ﹤0.01%
32,757
+3,932
2862
$1.2M ﹤0.01%
49,286
-404,641
2863
$1.2M ﹤0.01%
26,236
+2,310
2864
$1.2M ﹤0.01%
20,868
-160
2865
$1.2M ﹤0.01%
84,411
+13,299
2866
$1.2M ﹤0.01%
101,799
+6,090
2867
$1.2M ﹤0.01%
28,331
+14,497
2868
$1.2M ﹤0.01%
136,680
-16,109
2869
$1.19M ﹤0.01%
47,032
-73,110
2870
$1.19M ﹤0.01%
32,123
-717
2871
$1.19M ﹤0.01%
17,285
-843
2872
$1.19M ﹤0.01%
2,466
+1,132
2873
$1.19M ﹤0.01%
15,062
-33,949
2874
$1.19M ﹤0.01%
15,606
-1,758
2875
$1.18M ﹤0.01%
23,267
-10,688
113 114
115
116 117