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
3426
$502K ﹤0.01%
27,448
+5,256
3427
$500K ﹤0.01%
5,974
+2,480
3428
$500K ﹤0.01%
21,589
-1,706
3429
$500K ﹤0.01%
27,061
+18,012
3430
$499K ﹤0.01%
34,895
-75,069
3431
$499K ﹤0.01%
10,009
-9,247
3432
$499K ﹤0.01%
15,513
-3,650
3433
$496K ﹤0.01%
49,740
+2,550
3434
$495K ﹤0.01%
36,398
-35,310
3435
$495K ﹤0.01%
34,327
-7,244
3436
$494K ﹤0.01%
30,085
+3,043
3437
$493K ﹤0.01%
100,222
-13,892
3438
$493K ﹤0.01%
13,244
-11,210
3439
$492K ﹤0.01%
20,749
-4,698
3440
$492K ﹤0.01%
14,261
-1,965
3441
$491K ﹤0.01%
879
+294
3442
$490K ﹤0.01%
34,219
-5,874
3443
$490K ﹤0.01%
6,855
-472
3444
$489K ﹤0.01%
5,262
-7,289
3445
$488K ﹤0.01%
3,966
+112
3446
$488K ﹤0.01%
29,530
-15,741
3447
$486K ﹤0.01%
4,403
-4,382
3448
$485K ﹤0.01%
36,052
-99,576
3449
$484K ﹤0.01%
22,980
-258
3450
$484K ﹤0.01%
13,284
+3,616
136 137
138
139 140