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
326
$91.5M 0.04%
1,889,159
+50,198
327
$91M 0.04%
1,306,081
+174,851
328
$90.7M 0.04%
1,432,884
+31,704
329
$90.6M 0.04%
1,837,278
+318,311
330
$90.5M 0.04%
6,590,925
+108,648
331
$90.3M 0.04%
860,617
+3,187
332
$90M 0.04%
1,057,554
+61,688
333
$89.4M 0.04%
1,214,654
-58,721
334
$89.2M 0.04%
1,975,098
+1,603,945
335
$89.1M 0.04%
4,005,397
+203,666
336
$88.8M 0.04%
759,886
+203,880
337
$88.6M 0.04%
4,293,924
-1,121,541
338
$88.2M 0.04%
2,730,627
+214,727
339
$87.6M 0.04%
3,075,027
+1,350,249
340
$87.3M 0.04%
1,758,915
-201,924
341
$87M 0.04%
1,779,636
-2,713,180
342
$86.3M 0.04%
3,343,692
-261,054
343
$84.8M 0.03%
857,460
+85,961
344
$84.8M 0.03%
702,781
+206,029
345
$84.7M 0.03%
736,436
+281,959
346
$84.1M 0.03%
2,818,880
-44,033
347
$83.9M 0.03%
690,021
+147,267
348
$83.9M 0.03%
1,432,047
-252,542
349
$83.7M 0.03%
487,520
+68,587
350
$83.5M 0.03%
1,572,397
-223,533
12 13
14
15 16