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
3751
$293K ﹤0.01%
5,752
+1,063
3752
$293K ﹤0.01%
13,400
-500
3753
$292K ﹤0.01%
10,806
-4,529
3754
$292K ﹤0.01%
78
+18
3755
$291K ﹤0.01%
24,635
-5,433
3756
$290K ﹤0.01%
25,618
-38,143
3757
$290K ﹤0.01%
11,878
-10,017
3758
$289K ﹤0.01%
10,968
+2,896
3759
$289K ﹤0.01%
20,499
+976
3760
$288K ﹤0.01%
14,709
+7,343
3761
$288K ﹤0.01%
9,222
-3,991
3762
$286K ﹤0.01%
8,282
-88
3763
$285K ﹤0.01%
1,030
-830
3764
$284K ﹤0.01%
18,958
+1,232
3765
$284K ﹤0.01%
+17,754
3766
$283K ﹤0.01%
25,220
+10,320
3767
$283K ﹤0.01%
44,678
+604
3768
$283K ﹤0.01%
13,008
+11,471
3769
$282K ﹤0.01%
4,668
-876
3770
$282K ﹤0.01%
21,166
+5,335
3771
$282K ﹤0.01%
22,139
+941
3772
$281K ﹤0.01%
25,445
+4,285
3773
$281K ﹤0.01%
6,386
-457
3774
$281K ﹤0.01%
11,183
-2,492
3775
$281K ﹤0.01%
10,417
-5,614
149 150
151
152 153