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
651
$33.9M 0.02%
2,499,837
+111,789
652
$33.7M 0.02%
725,296
-6,543
653
$33.7M 0.02%
921,135
-39,560
654
$33.4M 0.02%
544,673
+200,502
655
$33.3M 0.02%
526,855
+215,164
656
$33.2M 0.02%
2,327,778
+94,594
657
$33.1M 0.02%
1,452,059
+30,281
658
$33.1M 0.02%
2,485,465
+20,523
659
$32.9M 0.02%
2,048,586
+6,568
660
$32.9M 0.02%
596,281
-46,174
661
$32.9M 0.02%
1,081,477
+74,942
662
$32.9M 0.02%
329,947
-308,031
663
$32.7M 0.02%
359,980
+231,501
664
$32.5M 0.02%
506,373
+32,021
665
$32.5M 0.02%
592,787
+45,241
666
$32.3M 0.02%
830,268
+247,664
667
$32.3M 0.02%
411,298
+108,805
668
$32.3M 0.02%
1,239,140
-115,261
669
$32.3M 0.02%
1,548,240
-164,754
670
$32.3M 0.02%
395,849
+166,507
671
$32.2M 0.02%
257,013
-44,636
672
$32.2M 0.02%
485,564
+57,412
673
$32M 0.02%
475,546
+164,903
674
$32M 0.02%
612,951
-174,474
675
$31.9M 0.02%
843,928
+208,034
25 26
27
28 29