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
801
$24.8M 0.01%
1,019,321
+4,291
802
$24.8M 0.01%
4,895,167
-535,189
803
$24.6M 0.01%
1,614,453
-4,876
804
$24.5M 0.01%
282,699
+157,938
805
$24.5M 0.01%
34,407
+27,845
806
$24.5M 0.01%
658,315
+157,379
807
$24.4M 0.01%
1,289,837
-457,640
808
$24.3M 0.01%
211,706
+87,416
809
$24.3M 0.01%
380,255
+138,172
810
$24.3M 0.01%
689,538
+33,337
811
$24.3M 0.01%
905,644
+94,303
812
$24.3M 0.01%
492,207
+69,602
813
$24.3M 0.01%
497,980
+40,976
814
$24.2M 0.01%
540,920
+13,248
815
$24.2M 0.01%
720,000
-731
816
$24.1M 0.01%
5,976,428
+402,100
817
$24.1M 0.01%
347,238
-185,609
818
$24.1M 0.01%
411,576
+140,977
819
$24M 0.01%
327,002
-286,956
820
$24M 0.01%
1,416,722
+391,362
821
$24M 0.01%
774,553
-181,605
822
$23.9M 0.01%
251,933
-27,778
823
$23.8M 0.01%
798,149
+482,173
824
$23.6M 0.01%
1,847,988
-187,029
825
$23.6M 0.01%
449,584
+60,930
31 32
33
34 35