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
2876
$1.18M ﹤0.01%
138,358
+42,771
2877
$1.18M ﹤0.01%
107,002
-1,484
2878
$1.18M ﹤0.01%
77,755
-7,404
2879
$1.18M ﹤0.01%
127,366
+2,991
2880
$1.18M ﹤0.01%
53,581
-10,887
2881
$1.18M ﹤0.01%
21,221
+250
2882
$1.17M ﹤0.01%
71,845
+6,458
2883
$1.17M ﹤0.01%
+22,548
2884
$1.17M ﹤0.01%
18,122
+1,625
2885
$1.17M ﹤0.01%
37,132
-59,526
2886
$1.17M ﹤0.01%
50,206
+27,765
2887
$1.17M ﹤0.01%
41,750
-248,235
2888
$1.17M ﹤0.01%
20,053
-287
2889
$1.16M ﹤0.01%
10,636
+6,126
2890
$1.16M ﹤0.01%
23,450
+1,694
2891
$1.16M ﹤0.01%
41,032
+38,475
2892
$1.16M ﹤0.01%
36,426
+5,033
2893
$1.16M ﹤0.01%
26,557
+3,035
2894
$1.16M ﹤0.01%
72,838
+8,845
2895
$1.15M ﹤0.01%
22,917
+2,219
2896
$1.15M ﹤0.01%
23,930
+7,463
2897
$1.15M ﹤0.01%
63,273
+5,205
2898
$1.15M ﹤0.01%
43,593
+37,941
2899
$1.14M ﹤0.01%
44,361
-7,713
2900
$1.14M ﹤0.01%
23,213
-17,186
114 115
116
117 118