UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
7,360
New
Increased
Reduced
Closed

Top Buys

1
+$602M
2
+$296M
3
+$256M
4
EPD icon
Enterprise Products Partners
EPD
+$252M
5
CHTR icon
Charter Communications
CHTR
+$251M

Top Sells

1
+$4.22B
2
+$465M
3
+$382M
4
SHPG
Shire pic
SHPG
+$221M
5
LVLT
Level 3 Communications Inc
LVLT
+$139M

Sector Composition

1 Financials 10.45%
2 Technology 9.66%
3 Healthcare 7.52%
4 Industrials 6.8%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3601
$380K ﹤0.01%
23,078
+473
3602
$379K ﹤0.01%
11,259
-408
3603
$379K ﹤0.01%
9,511
+1,001
3604
$378K ﹤0.01%
18,533
-4,645
3605
$378K ﹤0.01%
36,200
-1,781
3606
$378K ﹤0.01%
33,585
+6,162
3607
$378K ﹤0.01%
57,856
+38,708
3608
$377K ﹤0.01%
22,402
+21,890
3609
$376K ﹤0.01%
103,383
3610
$375K ﹤0.01%
15,916
-50,704
3611
$375K ﹤0.01%
4,672
+896
3612
$374K ﹤0.01%
32,490
+2,695
3613
$374K ﹤0.01%
18,320
-3,569
3614
$373K ﹤0.01%
26,734
+11,459
3615
$372K ﹤0.01%
15,533
-8,871
3616
$372K ﹤0.01%
+39,500
3617
$370K ﹤0.01%
6,015
-83
3618
$370K ﹤0.01%
28,736
-21,190
3619
$368K ﹤0.01%
18,343
+13,380
3620
$368K ﹤0.01%
62,564
+27,564
3621
$367K ﹤0.01%
13,932
-4,184
3622
$366K ﹤0.01%
49,833
-712
3623
$366K ﹤0.01%
16,380
+2,556
3624
$366K ﹤0.01%
19,903
-916
3625
$365K ﹤0.01%
15,580
-1,050
143 144
145
146 147