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
476
$54M 0.02%
606,120
-25,225
477
$53.7M 0.02%
1,603,223
+53,175
478
$53.3M 0.02%
1,542,533
+791,994
479
$53.1M 0.02%
1,406,229
+330,955
480
$53M 0.02%
1,305,064
+214,041
481
$52.8M 0.02%
2,491,471
+223,892
482
$52.6M 0.02%
422,577
+17,914
483
$52M 0.02%
1,463,783
-49,576
484
$51.9M 0.02%
293,901
+136,936
485
$51.9M 0.02%
1,256,253
+138,691
486
$51.6M 0.02%
1,029,629
-33,037
487
$51.6M 0.02%
1,289,997
+270,421
488
$51.6M 0.02%
1,481,240
+56,015
489
$51.6M 0.02%
1,319,231
+189,443
490
$51.5M 0.02%
1,626,683
+403,498
491
$51.4M 0.02%
136,744
+43,872
492
$51.4M 0.02%
1,068,768
-193,641
493
$51.3M 0.02%
1,452,991
+1,262,111
494
$51.3M 0.02%
1,443,443
+331,033
495
$51.3M 0.02%
544,712
+361,030
496
$51M 0.02%
426,216
-61,467
497
$51M 0.02%
789,400
+120,422
498
$51M 0.02%
1,610,500
+341,448
499
$51M 0.02%
1,149,198
-66,376
500
$50.9M 0.02%
1,114,672
-39,706
18 19
20
21 22