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
626
$36.5M 0.02%
1,276,637
+243,045
627
$36.5M 0.02%
1,917,914
+363,802
628
$36.5M 0.02%
1,568,239
+57,695
629
$36.5M 0.02%
175,224
-15,685
630
$36.2M 0.02%
567,739
+23,532
631
$35.9M 0.02%
1,492,546
+23,463
632
$35.8M 0.02%
4,459,932
-134,238
633
$35.8M 0.02%
1,392,516
-67,233
634
$35.7M 0.02%
357,007
+13,960
635
$35.5M 0.02%
369,447
+301,405
636
$35.4M 0.02%
460,677
+5,527
637
$35.3M 0.02%
738,387
+66,935
638
$35.2M 0.02%
2,506,886
+1,603,171
639
$35.1M 0.02%
794,267
+88,579
640
$35.1M 0.02%
1,678,676
-119,286
641
$35M 0.02%
332,714
+226,204
642
$34.7M 0.02%
1,030,300
+48,968
643
$34.6M 0.02%
399,338
+116,237
644
$34.4M 0.02%
2,226,504
-33,095
645
$34.3M 0.02%
373,574
-12,443
646
$34.2M 0.02%
363,422
+48,519
647
$34M 0.02%
722,378
-963,615
648
$34M 0.02%
1,908,401
+1,699,972
649
$34M 0.02%
652,389
+27,002
650
$34M 0.02%
277,560
+38,974
24 25
26
27 28