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
526
$47.7M 0.03%
1,830,435
-56,960
527
$47.7M 0.03%
924,114
+76,028
528
$47.7M 0.03%
2,234,146
+1,144,602
529
$47.6M 0.03%
806,493
-88,088
530
$47.5M 0.03%
381,683
+12,165
531
$47.4M 0.03%
450,945
+139,689
532
$47.2M 0.03%
1,696,143
-1,513,904
533
$47.1M 0.03%
1,565,567
+176,615
534
$47M 0.03%
2,017,738
+509,837
535
$47M 0.03%
3,191,904
-251,968
536
$47M 0.03%
313,582
+68,501
537
$46.8M 0.03%
918,984
+31,402
538
$46.6M 0.03%
982,384
+164,615
539
$46.1M 0.03%
2,198,130
-21,825
540
$46.1M 0.03%
2,929,454
-529,839
541
$46M 0.03%
1,658,730
+102,044
542
$45.9M 0.03%
763,881
+194,799
543
$45.7M 0.03%
546,232
-14,410
544
$45.6M 0.03%
1,154,415
-34,202
545
$45.6M 0.03%
744,910
-7,546
546
$45.4M 0.03%
3,828,206
+3,806,917
547
$45.2M 0.03%
191,951
+38,945
548
$44.7M 0.02%
693,267
+42,953
549
$44.6M 0.02%
3,245,055
-24,029
550
$44.4M 0.02%
2,485,330
+171,947
20 21
22
23 24