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
601
$39.3M 0.02%
490,682
-85,945
602
$39.2M 0.02%
533,103
+95,927
603
$39.1M 0.02%
292,045
+91,143
604
$39M 0.02%
1,307,855
+117,211
605
$39M 0.02%
1,284,568
+419,372
606
$38.7M 0.02%
1,301,871
+480,285
607
$38.7M 0.02%
1,374,190
+88,157
608
$38.6M 0.02%
1,860,660
-627,345
609
$38.3M 0.02%
1,425,624
+155,580
610
$38.3M 0.02%
954,491
+221,768
611
$38.2M 0.02%
1,129,232
-3,087,178
612
$38.2M 0.02%
278,921
-7,836
613
$38.1M 0.02%
960,507
+30,978
614
$38.1M 0.02%
2,786,560
+917,952
615
$38M 0.02%
2,355,394
+1,994,156
616
$37.7M 0.02%
457,480
-89,438
617
$37.6M 0.02%
1,003,006
-372,813
618
$37.5M 0.02%
883,723
-41,421
619
$37.4M 0.02%
900,366
-54,258
620
$37.2M 0.02%
1,764,222
-119,762
621
$37.1M 0.02%
1,204,855
-647,754
622
$36.9M 0.02%
456,951
+36,111
623
$36.6M 0.02%
576,820
-52,970
624
$36.6M 0.02%
1,408,970
+55,425
625
$36.6M 0.02%
939,460
+497,872
23 24
25
26 27