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
3551
$411K ﹤0.01%
11,574
-9,262
3552
$411K ﹤0.01%
32,633
+1,630
3553
$411K ﹤0.01%
9,341
-4,407
3554
$411K ﹤0.01%
27,971
-4,250
3555
$410K ﹤0.01%
17,900
3556
$409K ﹤0.01%
5,908
+731
3557
$409K ﹤0.01%
38,086
-18,868
3558
$408K ﹤0.01%
38,149
+31,278
3559
$407K ﹤0.01%
21,028
-1,224
3560
$407K ﹤0.01%
27,500
+26,000
3561
$405K ﹤0.01%
+15,450
3562
$403K ﹤0.01%
13,699
-3,838
3563
$403K ﹤0.01%
8,275
-701
3564
$403K ﹤0.01%
13,117
+1,193
3565
$403K ﹤0.01%
64,640
+55,333
3566
$402K ﹤0.01%
9,306
-3,022
3567
$401K ﹤0.01%
14,657
-8,284
3568
$401K ﹤0.01%
23,132
-555
3569
$398K ﹤0.01%
9,417
+6,884
3570
$398K ﹤0.01%
25,586
+5,583
3571
$398K ﹤0.01%
10,632
-1,604
3572
$395K ﹤0.01%
10,887
+6
3573
$395K ﹤0.01%
10,879
-20,625
3574
$395K ﹤0.01%
19,352
-13,244
3575
$394K ﹤0.01%
17,519
+11,131
141 142
143
144 145