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
376
$76.2M 0.03%
996,675
-17,182
377
$75.9M 0.03%
448,113
+119,790
378
$75.8M 0.03%
1,394,637
+56,701
379
$75.7M 0.03%
1,534,831
-57,426
380
$75.3M 0.03%
1,793,495
+397,298
381
$74.9M 0.03%
951,905
+297,436
382
$74.5M 0.03%
1,217,832
+121,494
383
$74M 0.03%
829,844
+92,664
384
$73.8M 0.03%
1,039,314
+395,381
385
$73.8M 0.03%
466,291
-908
386
$73.8M 0.03%
1,471,459
-883
387
$72.8M 0.03%
1,451,847
+209,689
388
$72.8M 0.03%
2,464,590
+91,217
389
$72.6M 0.03%
1,488,235
-43,177
390
$72M 0.03%
859,375
+816,335
391
$71.9M 0.03%
736,910
+273,562
392
$71.2M 0.03%
1,046,386
+196,745
393
$71.2M 0.03%
1,087,376
+200,422
394
$71M 0.03%
2,766,598
-61,614
395
$70.6M 0.03%
657,579
+84,278
396
$70.3M 0.03%
913,425
+93,442
397
$70.1M 0.03%
1,928,237
+898,124
398
$70.1M 0.03%
1,154,177
-4,302
399
$69.9M 0.03%
764,195
+2,704
400
$69.8M 0.03%
822,761
+60,277
14 15
16
17 18