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
4001
$191K ﹤0.01%
12,500
-2,704
4002
$191K ﹤0.01%
9,305
+4,618
4003
$191K ﹤0.01%
12,568
+3,142
4004
$191K ﹤0.01%
52,547
+15,083
4005
$191K ﹤0.01%
14,047
-13,906
4006
$190K ﹤0.01%
3,449
-3,040
4007
$190K ﹤0.01%
2,100
4008
$190K ﹤0.01%
7,971
+4,532
4009
$190K ﹤0.01%
629
-1
4010
$190K ﹤0.01%
8,109
+59
4011
$190K ﹤0.01%
3,690
-785
4012
$190K ﹤0.01%
15,238
+477
4013
$189K ﹤0.01%
4,051
+3,619
4014
$189K ﹤0.01%
7,523
-980
4015
$189K ﹤0.01%
16,534
-60,476
4016
$188K ﹤0.01%
6,084
+1,896
4017
$188K ﹤0.01%
3,872
-1,058
4018
$188K ﹤0.01%
16,380
-9,349
4019
$188K ﹤0.01%
6,032
+4,316
4020
$188K ﹤0.01%
13,111
+1,024
4021
$187K ﹤0.01%
+18,140
4022
$187K ﹤0.01%
21,946
-9,395
4023
$187K ﹤0.01%
7,498
-2,096
4024
$186K ﹤0.01%
27,160
-3,176
4025
$186K ﹤0.01%
3,829
+1,774
159 160
161
162 163