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
426
$64M 0.03%
888,836
+325,303
427
$63.7M 0.03%
1,174,264
-24,138
428
$63.6M 0.03%
1,212,598
-24,077
429
$63.6M 0.03%
606,277
-12,214
430
$63.5M 0.03%
2,185,974
+163,635
431
$63.2M 0.03%
3,386,256
+22,526
432
$63.1M 0.03%
862,104
-25,541
433
$62.9M 0.03%
1,172,423
-424,241
434
$62.7M 0.03%
1,838,733
+562,121
435
$62.6M 0.03%
870,420
-1,574
436
$62.3M 0.03%
306,942
+74,965
437
$62.3M 0.03%
1,106,627
+307,351
438
$62.3M 0.03%
544,972
+133,250
439
$62M 0.03%
1,126,794
+38,456
440
$62M 0.03%
1,246,526
+435,577
441
$61.8M 0.03%
1,270,826
+12,034
442
$61.6M 0.03%
1,301,499
-348,019
443
$61.6M 0.03%
587,877
+172,552
444
$61.3M 0.03%
583,756
+142,941
445
$61.2M 0.03%
1,087,852
+255,099
446
$61.1M 0.03%
480,053
+32,004
447
$60.8M 0.03%
1,077,440
+1,047,461
448
$59.6M 0.02%
1,138,669
-159,819
449
$59.4M 0.02%
1,014,994
-10,990
450
$59.4M 0.02%
969,935
+94,916
16 17
18
19 20