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
876
$21.5M 0.01%
748,683
+101,619
877
$21.5M 0.01%
525,683
+320,456
878
$21.5M 0.01%
1,988,176
+173,264
879
$21.4M 0.01%
1,639,759
+53,075
880
$21.4M 0.01%
511,656
-68
881
$21.4M 0.01%
748,054
+55,968
882
$21.4M 0.01%
334,027
-112,928
883
$21.3M 0.01%
241,707
+15,160
884
$21.3M 0.01%
160,039
+39,764
885
$21.2M 0.01%
841,910
-70,394
886
$21.2M 0.01%
170,422
+35,028
887
$21.1M 0.01%
192,546
-3,127
888
$21.1M 0.01%
703,003
+31,251
889
$21.1M 0.01%
432,486
-169,738
890
$21.1M 0.01%
196,800
-8,401
891
$21.1M 0.01%
1,181,059
-140,046
892
$21M 0.01%
273,246
+15,019
893
$21M 0.01%
456,396
+1,206
894
$21M 0.01%
134,402
+6,771
895
$21M 0.01%
765,289
-383,346
896
$21M 0.01%
213,198
+129,377
897
$20.9M 0.01%
195,815
+47,440
898
$20.9M 0.01%
405,630
-155,379
899
$20.9M 0.01%
755,059
+13,646
900
$20.8M 0.01%
1,005,122
+17,234
34 35
36
37 38