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
501
$50.8M 0.03%
293,808
-36,689
502
$50.7M 0.03%
294,730
+38,685
503
$50.6M 0.03%
2,225,915
+56,495
504
$50.5M 0.03%
629,378
+277,593
505
$50.4M 0.03%
825,045
-3,600
506
$50.4M 0.03%
6,499,308
+716,137
507
$50.1M 0.03%
709,950
+126,759
508
$50M 0.03%
331,719
+47,286
509
$49.9M 0.03%
2,372,623
+708,862
510
$49.8M 0.03%
369,544
+69,097
511
$49.7M 0.03%
416,384
+6,462
512
$49.5M 0.03%
526,620
-15,252
513
$49.5M 0.03%
750,354
-41,494
514
$49.4M 0.03%
776,703
+6,203
515
$49M 0.03%
344,151
+858
516
$49M 0.03%
928,819
+13,257
517
$48.9M 0.03%
1,984,797
+26,190
518
$48.6M 0.03%
947,784
+445,885
519
$48.5M 0.03%
369,046
-51,609
520
$48.4M 0.03%
1,341,211
+8,853
521
$48.3M 0.03%
1,137,993
-66,034
522
$48.3M 0.03%
2,659,210
-14,954
523
$48.2M 0.03%
1,876,838
+192,386
524
$48.1M 0.03%
1,382,534
+153,469
525
$48M 0.03%
2,815,728
+380,994
19 20
21
22 23