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
3326
$587K ﹤0.01%
45,471
+20,725
3327
$585K ﹤0.01%
23,686
-221
3328
$585K ﹤0.01%
25,597
-10,944
3329
$584K ﹤0.01%
21,011
-27,577
3330
$583K ﹤0.01%
33,426
+31,005
3331
$582K ﹤0.01%
37,667
-378
3332
$582K ﹤0.01%
20,743
+243
3333
$581K ﹤0.01%
12,942
-8,578
3334
$581K ﹤0.01%
40,801
+603
3335
$581K ﹤0.01%
21,176
+21,076
3336
$581K ﹤0.01%
24,193
+4,052
3337
$579K ﹤0.01%
20,190
-10,143
3338
$579K ﹤0.01%
19,906
+19,835
3339
$578K ﹤0.01%
18,318
-21,294
3340
$577K ﹤0.01%
36,762
+20,600
3341
$576K ﹤0.01%
10,908
+4,831
3342
$576K ﹤0.01%
22,496
+2,660
3343
$576K ﹤0.01%
33,365
+4,863
3344
$576K ﹤0.01%
60,069
+47,091
3345
$574K ﹤0.01%
5,928
-1,882
3346
$572K ﹤0.01%
43,157
-2,344
3347
$571K ﹤0.01%
9,603
+1,274
3348
$571K ﹤0.01%
10,013
+2,734
3349
$569K ﹤0.01%
2,748
-499
3350
$569K ﹤0.01%
42,386
+43
132 133
134
135 136