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
776
$26M 0.01%
385,530
+19,522
777
$26M 0.01%
729,960
+26,017
778
$26M 0.01%
346,190
+68,844
779
$25.9M 0.01%
559,496
+35,427
780
$25.8M 0.01%
456,468
-231,000
781
$25.8M 0.01%
659,405
+58,494
782
$25.7M 0.01%
412,526
+82,676
783
$25.6M 0.01%
621,500
-18,151
784
$25.5M 0.01%
931,041
+82,640
785
$25.5M 0.01%
3,218,150
-435,063
786
$25.4M 0.01%
1,182,531
-54,317
787
$25.3M 0.01%
900,552
+11,670
788
$25.3M 0.01%
3,014,139
-15,635
789
$25.3M 0.01%
251,844
+16,597
790
$25.3M 0.01%
309,651
+308,658
791
$25.3M 0.01%
184,375
+44,849
792
$25.2M 0.01%
1,584,475
+27,130
793
$25.2M 0.01%
22,100
+2,715
794
$25.1M 0.01%
3,099,784
-106,144
795
$25.1M 0.01%
868,032
+75,462
796
$25.1M 0.01%
765,667
-188,065
797
$25.1M 0.01%
198,140
+69,652
798
$25M 0.01%
113,272
+33,683
799
$24.9M 0.01%
1,125,356
+274,588
800
$24.9M 0.01%
222,388
+213,724
30 31
32
33 34