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
2951
$1.06M ﹤0.01%
21,723
+16,138
2952
$1.06M ﹤0.01%
58,588
-17,639
2953
$1.06M ﹤0.01%
49,060
+3,134
2954
$1.05M ﹤0.01%
54,644
+28,647
2955
$1.05M ﹤0.01%
22,994
-2,092
2956
$1.05M ﹤0.01%
7,109
-11,369
2957
$1.05M ﹤0.01%
13,424
+60
2958
$1.05M ﹤0.01%
106,262
-126,545
2959
$1.05M ﹤0.01%
20,398
+14,798
2960
$1.05M ﹤0.01%
44,453
+437
2961
$1.04M ﹤0.01%
48,849
+35,672
2962
$1.04M ﹤0.01%
40,766
+39,222
2963
$1.04M ﹤0.01%
19,845
+2,888
2964
$1.04M ﹤0.01%
16,433
+7,087
2965
$1.04M ﹤0.01%
353,078
+181,668
2966
$1.04M ﹤0.01%
96,867
+1,745
2967
$1.03M ﹤0.01%
68,788
+918
2968
$1.03M ﹤0.01%
9,326
+3,425
2969
$1.03M ﹤0.01%
39,639
+32,354
2970
$1.03M ﹤0.01%
39,444
-2,360
2971
$1.03M ﹤0.01%
14,894
+6,951
2972
$1.03M ﹤0.01%
42,411
-14,096
2973
$1.02M ﹤0.01%
132,683
-7,866
2974
$1.02M ﹤0.01%
26,233
+19,482
2975
$1.02M ﹤0.01%
36,659
+16,699
117 118
119
120 121