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
4151
$153K ﹤0.01%
1,488
-1,095
4152
$152K ﹤0.01%
4,180
-2,607
4153
$152K ﹤0.01%
12,120
-23,790
4154
$151K ﹤0.01%
3,278
+149
4155
$151K ﹤0.01%
3,688
-846
4156
$151K ﹤0.01%
21,637
+2,806
4157
$151K ﹤0.01%
2,866
-13,097
4158
$150K ﹤0.01%
3,096
+135
4159
$150K ﹤0.01%
7,725
+123
4160
$150K ﹤0.01%
2,490
-34
4161
$150K ﹤0.01%
1,597
+447
4162
$150K ﹤0.01%
7,554
+1,050
4163
$149K ﹤0.01%
1,697
+763
4164
$149K ﹤0.01%
5,446
+250
4165
$149K ﹤0.01%
3,220
-958
4166
$149K ﹤0.01%
+1,994
4167
$149K ﹤0.01%
2,683
+1,096
4168
$149K ﹤0.01%
12
+7
4169
$149K ﹤0.01%
1,300
+910
4170
$149K ﹤0.01%
7,400
-54
4171
$149K ﹤0.01%
11,359
-2,649
4172
$149K ﹤0.01%
4,674
+144
4173
$149K ﹤0.01%
12,360
+11,627
4174
$149K ﹤0.01%
2,314
+1,464
4175
$149K ﹤0.01%
3,383
+1,134
165 166
167
168 169