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
2901
$1.14M ﹤0.01%
80,660
+15,066
2902
$1.14M ﹤0.01%
101,206
-31,444
2903
$1.14M ﹤0.01%
32,449
-3,579
2904
$1.14M ﹤0.01%
18,373
+5,407
2905
$1.14M ﹤0.01%
41,583
-13,677
2906
$1.14M ﹤0.01%
14,334
-2,029
2907
$1.14M ﹤0.01%
15,171
+6,711
2908
$1.13M ﹤0.01%
117,731
+28,353
2909
$1.13M ﹤0.01%
23,350
-1,399
2910
$1.13M ﹤0.01%
41,041
+22,001
2911
$1.13M ﹤0.01%
36,349
+960
2912
$1.13M ﹤0.01%
42,446
-10,861
2913
$1.13M ﹤0.01%
22,871
+5,607
2914
$1.13M ﹤0.01%
43,925
-2,529
2915
$1.13M ﹤0.01%
6,857
-12,707
2916
$1.13M ﹤0.01%
33,166
-7,740
2917
$1.12M ﹤0.01%
36,658
-467
2918
$1.11M ﹤0.01%
36,253
+16,270
2919
$1.11M ﹤0.01%
112,531
-46,115
2920
$1.11M ﹤0.01%
15,676
-1,278
2921
$1.11M ﹤0.01%
109,091
-9,026
2922
$1.11M ﹤0.01%
44,232
+11,153
2923
$1.11M ﹤0.01%
23,858
-11,562
2924
$1.11M ﹤0.01%
124,714
+108,311
2925
$1.1M ﹤0.01%
20,874
+2,250
115 116
117
118 119