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
26
$1.05B 0.58%
6,827,241
+328,355
27
$1.03B 0.57%
5,991,508
+473,628
28
$1.03B 0.57%
26,775,685
+1,894,261
29
$1.02B 0.56%
11,134,902
+1,208,428
30
$1.02B 0.56%
17,477,200
+1,643,660
31
$1.01B 0.56%
22,491,381
+48,281
32
$995M 0.55%
8,297,639
+335,676
33
$982M 0.54%
18,762,580
+2,080,900
34
$963M 0.53%
38,401,926
-4,227,334
35
$961M 0.53%
4,894,070
+95,933
36
$958M 0.53%
12,692,156
+2,036,321
37
$957M 0.53%
6,974,094
-16,819
38
$934M 0.52%
20,362,779
+1,216,160
39
$921M 0.51%
7,577,607
+389,891
40
$885M 0.49%
6,574,131
+125,694
41
$863M 0.48%
29,241,736
+6,654,791
42
$859M 0.47%
8,228,773
+265,799
43
$851M 0.47%
22,426,720
-38,310
44
$832M 0.46%
4,745,607
+309,220
45
$831M 0.46%
19,409,305
-9,105,205
46
$827M 0.46%
46,123,974
+13,026,704
47
$803M 0.44%
9,599,453
+905,773
48
$798M 0.44%
5,430,137
+583,695
49
$794M 0.44%
23,093,255
+1,397,013
50
$790M 0.44%
2,679,602
+214,986
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2
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