UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,361
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
51
$786M 0.32%
5,861,315
+254,955
52
$770M 0.32%
4,463,943
-63,143
53
$769M 0.32%
3,879,419
+1,347,878
54
$765M 0.31%
2,383,946
+134,291
55
$764M 0.31%
7,901,196
-74,161
56
$763M 0.31%
13,286,568
+596,387
57
$737M 0.3%
18,408,284
+1,359,398
58
$733M 0.3%
5,103,040
+1,472,872
59
$726M 0.3%
19,876,732
+411,150
60
$710M 0.29%
24,194,207
+417,025
61
$706M 0.29%
25,292,478
-2,970,673
62
$679M 0.28%
14,800,556
+130,805
63
$677M 0.28%
3,438,888
+159,053
64
$645M 0.27%
2,398,335
-11,396
65
$633M 0.26%
5,094,624
-56,064
66
$628M 0.26%
4,057,820
-22,084
67
$621M 0.26%
23,416,442
+9,937,619
68
$621M 0.26%
16,903,578
+575,463
69
$618M 0.25%
8,546,922
+864,827
70
$617M 0.25%
9,151,155
+1,072,693
71
$614M 0.25%
11,663,794
+5,404,752
72
$608M 0.25%
11,331,066
+896,546
73
$607M 0.25%
6,012,007
+115,429
74
$591M 0.24%
5,405,752
+201,260
75
$582M 0.24%
7,694,963
-665,300
1 2
3
4 5