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
3801
$271K ﹤0.01%
1,584
-765
3802
$270K ﹤0.01%
23,914
+6,286
3803
$270K ﹤0.01%
+118
3804
$270K ﹤0.01%
21,489
+322
3805
$269K ﹤0.01%
16,093
+13,854
3806
$269K ﹤0.01%
12,570
+3,809
3807
$269K ﹤0.01%
5,392
-1,370
3808
$269K ﹤0.01%
3,041
-1,242
3809
$268K ﹤0.01%
21,852
+18,404
3810
$266K ﹤0.01%
7,087
+106
3811
$266K ﹤0.01%
9,715
-900
3812
$266K ﹤0.01%
8,270
+115
3813
$265K ﹤0.01%
1,285
+359
3814
$265K ﹤0.01%
10,540
-3,806
3815
$264K ﹤0.01%
8,213
-2,313
3816
$263K ﹤0.01%
23,051
-9,480
3817
$263K ﹤0.01%
20,188
-2,178
3818
$262K ﹤0.01%
13,318
-179,543
3819
$262K ﹤0.01%
18,141
-267
3820
$262K ﹤0.01%
7,929
-464
3821
$261K ﹤0.01%
59,264
+37,233
3822
$261K ﹤0.01%
13,467
+12,526
3823
$259K ﹤0.01%
40,174
+13,041
3824
$259K ﹤0.01%
10,841
-30,522
3825
$259K ﹤0.01%
21,382
-1,801
151 152
153
154 155