UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

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 Quarter Est. Return
1 Year Est. Return
+21.72%
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
7,359
New
Increased
Reduced
Closed

Top Buys

1
+$610M
2
+$285M
3
+$267M
4
EPD icon
Enterprise Products Partners
EPD
+$263M
5
CHTR icon
Charter Communications
CHTR
+$248M

Top Sells

1
+$4.34B
2
+$464M
3
+$390M
4
SHPG
Shire pic
SHPG
+$231M
5
LVLT
Level 3 Communications Inc
LVLT
+$139M

Sector Composition

1 Financials 10.45%
2 Technology 9.67%
3 Healthcare 7.52%
4 Industrials 6.75%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$1.1M ﹤0.01%
31,409
+22,986
2927
$1.1M ﹤0.01%
8,772
+5,697
2928
$1.1M ﹤0.01%
46,897
-6,668
2929
$1.1M ﹤0.01%
49,855
-131,193
2930
$1.09M ﹤0.01%
14,031
-1,864
2931
$1.09M ﹤0.01%
73,074
-2,397
2932
$1.09M ﹤0.01%
20,512
-8,191
2933
$1.09M ﹤0.01%
14,874
+6,561
2934
$1.09M ﹤0.01%
8,947
-17,535
2935
$1.08M ﹤0.01%
88,875
+17,331
2936
$1.08M ﹤0.01%
31,635
-5,121
2937
$1.08M ﹤0.01%
27,734
+19,010
2938
$1.08M ﹤0.01%
16,009
+730
2939
$1.07M ﹤0.01%
10,095
-101,070
2940
$1.07M ﹤0.01%
40,534
-7,109
2941
$1.07M ﹤0.01%
79,673
+26,270
2942
$1.07M ﹤0.01%
31,355
-20,381
2943
$1.07M ﹤0.01%
12,718
-8,772
2944
$1.07M ﹤0.01%
80,625
-198,960
2945
$1.07M ﹤0.01%
23,978
+2,719
2946
$1.07M ﹤0.01%
59,502
+2,381
2947
$1.07M ﹤0.01%
143,042
-16,591
2948
$1.06M ﹤0.01%
186,839
-2,760
2949
$1.06M ﹤0.01%
45,361
+3,952
2950
$1.06M ﹤0.01%
31,779
-2,031
116 117
118
119 120