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
401
$69.8M 0.03%
1,478,826
+143,096
402
$69.8M 0.03%
2,530,902
+32,857
403
$69.7M 0.03%
1,829,634
-428,978
404
$69.1M 0.03%
1,041,198
+103,488
405
$68.4M 0.03%
438,909
+4,657
406
$68.4M 0.03%
5,664,757
+2,431
407
$68.4M 0.03%
1,060,330
+60,972
408
$68.2M 0.03%
1,037,650
+945,031
409
$68.1M 0.03%
439,979
+100,606
410
$68.1M 0.03%
1,551,784
+313,484
411
$68M 0.03%
715,313
+168,380
412
$67.8M 0.03%
455,867
-11,775
413
$67.8M 0.03%
4,632,876
-1,799,710
414
$67.3M 0.03%
4,654,397
-1,745
415
$66.8M 0.03%
2,131,532
-308,457
416
$66.2M 0.03%
4,142,070
-6,146,778
417
$66.2M 0.03%
2,839,570
+170,782
418
$66.1M 0.03%
1,916,880
-238,928
419
$66M 0.03%
1,006,344
+282,152
420
$65.5M 0.03%
1,484,781
+654,512
421
$65.3M 0.03%
1,012,404
-110,806
422
$65M 0.03%
475,260
+108,477
423
$64.9M 0.03%
3,631,113
+663,601
424
$64.5M 0.03%
646,162
+248,694
425
$64.5M 0.03%
3,199,507
+946,693
15 16
17
18 19