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
3476
$467K ﹤0.01%
5,371
-2,333
3477
$465K ﹤0.01%
23,088
-8,025
3478
$464K ﹤0.01%
40,353
+4,448
3479
$463K ﹤0.01%
12,288
-45,112
3480
$462K ﹤0.01%
16,173
+13,792
3481
$461K ﹤0.01%
22,521
-26,424
3482
$461K ﹤0.01%
174,614
-100,687
3483
$460K ﹤0.01%
22,438
-17,255
3484
$460K ﹤0.01%
2,563
+2,111
3485
$460K ﹤0.01%
25,210
+10,620
3486
$459K ﹤0.01%
31,196
+15,863
3487
$459K ﹤0.01%
45,624
+11,146
3488
$457K ﹤0.01%
18,312
+1,698
3489
$455K ﹤0.01%
6,309
-24,256
3490
$454K ﹤0.01%
47,485
-15,237
3491
$453K ﹤0.01%
37,525
+20,312
3492
$453K ﹤0.01%
7,400
+1,429
3493
$452K ﹤0.01%
11,083
+3,659
3494
$451K ﹤0.01%
33,669
-6,316
3495
$448K ﹤0.01%
5,822
-354
3496
$448K ﹤0.01%
33,338
-987
3497
$447K ﹤0.01%
41,351
+16,935
3498
$447K ﹤0.01%
47,259
-153
3499
$446K ﹤0.01%
2,253
-234
3500
$444K ﹤0.01%
9,461
-596
138 139
140
141 142