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
3101
$834K ﹤0.01%
151,127
-9,222
3102
$832K ﹤0.01%
66,350
-20,271
3103
$830K ﹤0.01%
32,923
+22,774
3104
$829K ﹤0.01%
22,752
-11,108
3105
$829K ﹤0.01%
55,038
+28,895
3106
$829K ﹤0.01%
15,786
-91,261
3107
$826K ﹤0.01%
48,581
+25,453
3108
$825K ﹤0.01%
28,718
+705
3109
$825K ﹤0.01%
23,606
+6,173
3110
$824K ﹤0.01%
2,564
-32
3111
$823K ﹤0.01%
52,388
-9,293
3112
$823K ﹤0.01%
52,136
+5,647
3113
$823K ﹤0.01%
46,474
+17,768
3114
$820K ﹤0.01%
60,352
-19,854
3115
$820K ﹤0.01%
33,514
+32,074
3116
$820K ﹤0.01%
86,980
-26,016
3117
$817K ﹤0.01%
22,510
-7,354
3118
$812K ﹤0.01%
420
-2
3119
$812K ﹤0.01%
58,250
+20,107
3120
$810K ﹤0.01%
33,095
-1,647
3121
$809K ﹤0.01%
44,967
+13,277
3122
$809K ﹤0.01%
20,107
+14,918
3123
$808K ﹤0.01%
135,802
-33,045
3124
$806K ﹤0.01%
26,805
-23,208
3125
$800K ﹤0.01%
37,519
+1,474
123 124
125
126 127