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
551
$44.4M 0.02%
1,435,314
+122,958
552
$43.7M 0.02%
1,820,306
+955,938
553
$43.7M 0.02%
2,033,472
+75,106
554
$43.6M 0.02%
406,228
-25,704
555
$43.5M 0.02%
905,026
-123,746
556
$43.3M 0.02%
694,236
-35,827
557
$43.3M 0.02%
411,637
+70,167
558
$43.1M 0.02%
631,876
+237,232
559
$43M 0.02%
82,549
-3,231
560
$42.7M 0.02%
200,952
+46,027
561
$42.7M 0.02%
676,205
+122,554
562
$42.5M 0.02%
191,252
+43,631
563
$42.4M 0.02%
516,671
+217,734
564
$42.2M 0.02%
1,759,547
-19,789
565
$42.2M 0.02%
1,018,644
-175,333
566
$42.2M 0.02%
1,321,368
-131,841
567
$42.1M 0.02%
891,365
+27,033
568
$42M 0.02%
757,633
+3,809
569
$42M 0.02%
645,771
+176,929
570
$42M 0.02%
1,124,756
+84,264
571
$41.9M 0.02%
872,732
-23,202
572
$41.9M 0.02%
648,170
+208,167
573
$41.8M 0.02%
579,826
+116,725
574
$41.8M 0.02%
899,964
-1,904
575
$41.7M 0.02%
807,971
+350,096
21 22
23
24 25