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
2976
$1.02M ﹤0.01%
44,251
-12,754
2977
$1.02M ﹤0.01%
15,362
-12,713
2978
$1.01M ﹤0.01%
9,057
+897
2979
$1.01M ﹤0.01%
16,252
-112,541
2980
$1.01M ﹤0.01%
29,455
+4,179
2981
$1.01M ﹤0.01%
18,769
-367
2982
$1.01M ﹤0.01%
61,885
-2,180
2983
$1.01M ﹤0.01%
8,610
+3,022
2984
$1.01M ﹤0.01%
29,244
+18,949
2985
$1M ﹤0.01%
22,670
-1,785
2986
$1M ﹤0.01%
80,919
+1,494
2987
$998K ﹤0.01%
85,735
+28,592
2988
$997K ﹤0.01%
12,500
+10,491
2989
$996K ﹤0.01%
41,667
+38,642
2990
$994K ﹤0.01%
17,150
-27,317
2991
$994K ﹤0.01%
19,919
-6,283
2992
$988K ﹤0.01%
26,309
-32,530
2993
$986K ﹤0.01%
8,529
-432
2994
$986K ﹤0.01%
65,850
+417
2995
$984K ﹤0.01%
38,978
+33,502
2996
$979K ﹤0.01%
46,891
-17,789
2997
$978K ﹤0.01%
58,510
-783,694
2998
$977K ﹤0.01%
17,032
+10,619
2999
$976K ﹤0.01%
31,386
+10,810
3000
$975K ﹤0.01%
38,586
+14,275
118 119
120
121 122