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
451
$59.3M 0.03%
3,423,057
+203,366
452
$58.8M 0.03%
912,526
-101,358
453
$58.7M 0.03%
1,664,658
+272,749
454
$58.4M 0.03%
1,330,929
-1,145,912
455
$58.2M 0.03%
824,618
+153,117
456
$57.9M 0.03%
965,842
+98,266
457
$57.8M 0.03%
1,201,683
+46,532
458
$57.5M 0.03%
126,845
+19,107
459
$57.1M 0.03%
742,329
+55,809
460
$56.8M 0.03%
899,111
-35,659
461
$56.6M 0.03%
1,180,970
-347,318
462
$56.5M 0.03%
482,479
+250,627
463
$56.5M 0.03%
1,192,119
+443,244
464
$56M 0.03%
1,058,606
+99,336
465
$55.7M 0.03%
856,485
+14,110
466
$55.7M 0.03%
1,713,386
-267,399
467
$55.6M 0.03%
4,072,810
-351,662
468
$55.6M 0.03%
1,098,126
-20,215
469
$55.4M 0.03%
2,292,060
+200,238
470
$54.8M 0.03%
2,366,969
+480
471
$54.8M 0.03%
1,194,886
-118,131
472
$54.6M 0.03%
876,963
-14,587
473
$54.4M 0.03%
587,618
+143,182
474
$54.3M 0.03%
519,477
+35,393
475
$54.3M 0.03%
1,869,199
-994,584
17 18
19
20 21