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
576
$41.7M 0.02%
740,216
+3,182
577
$41.7M 0.02%
597,162
-60,283
578
$41.5M 0.02%
1,859,731
+44,996
579
$41.3M 0.02%
628,440
+3,609
580
$41.2M 0.02%
345,264
+7,841
581
$41.1M 0.02%
2,258,091
+41,553
582
$40.8M 0.02%
4,004,180
-40,927
583
$40.8M 0.02%
267,204
+31,488
584
$40.8M 0.02%
1,749,091
+30,501
585
$40.5M 0.02%
1,329,964
-155,417
586
$40.4M 0.02%
1,216,071
-46,081
587
$40.4M 0.02%
939,915
-28,901
588
$40.3M 0.02%
849,891
-764,685
589
$40.1M 0.02%
728,882
-15,204
590
$40.1M 0.02%
348,445
+2,477
591
$40.1M 0.02%
224,677
-95,160
592
$39.9M 0.02%
3,566,053
+3,161,503
593
$39.8M 0.02%
900,320
+619,322
594
$39.8M 0.02%
1,780,734
+1,258,424
595
$39.7M 0.02%
840,151
+60,104
596
$39.7M 0.02%
661,487
+238,081
597
$39.7M 0.02%
762,313
+148,446
598
$39.6M 0.02%
469,595
-4,627
599
$39.5M 0.02%
1,432,151
+25,266
600
$39.3M 0.02%
2,644,917
-52,474
22 23
24
25 26