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
351
$83.3M 0.03%
9,528,600
+140,705
352
$83M 0.03%
1,024,168
-7,438
353
$82.8M 0.03%
3,592,444
-758,478
354
$82.5M 0.03%
523,153
+133,845
355
$82.5M 0.03%
4,084,235
-203,906
356
$81.7M 0.03%
3,638,910
-18,784
357
$81.6M 0.03%
859,364
+282,175
358
$81.5M 0.03%
729,483
+5,959
359
$81.2M 0.03%
2,664,131
-114,805
360
$80.8M 0.03%
989,359
-92,355
361
$80.2M 0.03%
1,461,953
+83,153
362
$80M 0.03%
1,763,557
+18,578
363
$80M 0.03%
1,041,476
+177,776
364
$80M 0.03%
2,499,635
+247,802
365
$79.8M 0.03%
4,211,105
-73,139
366
$79.7M 0.03%
1,595,883
-63,805
367
$79.5M 0.03%
4,766,443
+2,173,710
368
$78.9M 0.03%
1,722,061
+160,158
369
$78.4M 0.03%
1,136,485
-127,695
370
$78.4M 0.03%
934,848
+29,183
371
$78.1M 0.03%
524,818
-87,501
372
$77.1M 0.03%
259
-3
373
$76.7M 0.03%
243,855
-301,850
374
$76.7M 0.03%
925,390
+227,232
375
$76.3M 0.03%
1,133,794
-46
13 14
15
16 17