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
301
$104M 0.04%
2,692,198
+1,313,303
302
$104M 0.04%
938,255
+73,828
303
$103M 0.04%
630,009
+151,168
304
$102M 0.04%
1,514,877
-49,089
305
$102M 0.04%
2,208,608
+305,902
306
$102M 0.04%
1,273,014
-6,136
307
$101M 0.04%
2,901,237
-265,221
308
$100M 0.04%
992,114
+224,168
309
$100M 0.04%
900,449
-1,652
310
$99.9M 0.04%
325,439
+93,548
311
$99.8M 0.04%
793,436
+41,304
312
$99.6M 0.04%
1,671,467
+856,063
313
$99M 0.04%
1,077,373
+314,009
314
$97.9M 0.04%
2,058,421
+1,057,685
315
$97.4M 0.04%
5,289,760
+23,460
316
$96.8M 0.04%
2,576,106
+15,156
317
$96.5M 0.04%
1,055,479
-78,342
318
$96M 0.04%
707,665
-194,749
319
$94.2M 0.04%
2,670,956
+71,690
320
$93.9M 0.04%
553,450
+121,592
321
$93.6M 0.04%
1,280,892
-127,095
322
$93.3M 0.04%
780,008
+319,853
323
$93.2M 0.04%
1,080,516
+223,620
324
$92.4M 0.04%
3,112,601
+753,485
325
$91.8M 0.04%
3,739,636
+1,133,096
11 12
13
14 15