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
276
$119M 0.05%
877,471
+145,721
277
$119M 0.05%
1,002,842
-5,457
278
$119M 0.05%
2,424,657
+46,061
279
$119M 0.05%
2,087,496
+182,426
280
$118M 0.05%
1,058,984
+8,821
281
$117M 0.05%
2,883,660
+355,553
282
$117M 0.05%
1,435,467
-125,562
283
$117M 0.05%
751,082
-9,319
284
$117M 0.05%
1,131,018
+143,388
285
$116M 0.05%
2,308,840
+156,614
286
$115M 0.05%
1,765,659
-183,479
287
$115M 0.05%
615,693
+7,306
288
$114M 0.05%
2,309,276
-475,512
289
$114M 0.05%
1,147,447
+307,648
290
$112M 0.05%
693,593
-3,622
291
$111M 0.05%
2,059,398
+530,148
292
$110M 0.05%
1,027,874
+120,471
293
$109M 0.04%
958,405
+902,745
294
$109M 0.04%
985,206
-10,999
295
$108M 0.04%
2,664,908
-120,340
296
$108M 0.04%
692,585
-60,829
297
$108M 0.04%
885,147
+11,382
298
$107M 0.04%
466,073
+133,229
299
$105M 0.04%
724,522
-82,384
300
$105M 0.04%
2,475,063
-332,787
10 11
12
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