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
901
$20.7M 0.01%
237,718
+7,052
902
$20.7M 0.01%
640,879
+256,838
903
$20.7M 0.01%
1,098,385
-66,371
904
$20.7M 0.01%
350,358
-17,631
905
$20.7M 0.01%
675,933
-743,878
906
$20.6M 0.01%
520,634
+120,413
907
$20.6M 0.01%
1,342,366
-238,877
908
$20.6M 0.01%
1,193,695
+754,205
909
$20.6M 0.01%
2,377,835
-168,333
910
$20.5M 0.01%
74,827
+1,811
911
$20.5M 0.01%
103,432
+25,964
912
$20.4M 0.01%
618,298
-584,367
913
$20.4M 0.01%
4,235,074
+4,226,915
914
$20.4M 0.01%
10,256
+7,164
915
$20.3M 0.01%
769,467
+19,827
916
$20.2M 0.01%
460,778
+7,655
917
$20.1M 0.01%
116,302
-22,521
918
$20M 0.01%
491,630
-523,634
919
$20M 0.01%
1,337,765
+108,340
920
$19.9M 0.01%
406,162
-2,581
921
$19.8M 0.01%
396,671
+190,215
922
$19.8M 0.01%
1,342,405
-3,149
923
$19.8M 0.01%
469,122
-16,692
924
$19.7M 0.01%
177,509
+25,778
925
$19.7M 0.01%
288,912
+14,655
35 36
37
38 39