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
926
$19.6M 0.01%
1,285,136
-148,860
927
$19.6M 0.01%
173,000
-8,410
928
$19.6M 0.01%
1,648,034
+281,933
929
$19.6M 0.01%
1,396,897
-173,830
930
$19.6M 0.01%
452,348
+228,163
931
$19.6M 0.01%
276,168
-121,372
932
$19.6M 0.01%
382,563
+259,851
933
$19.5M 0.01%
271,020
+45,946
934
$19.4M 0.01%
477,612
-195,382
935
$19.4M 0.01%
1,517,155
-8,690
936
$19.4M 0.01%
1,279,254
-247,113
937
$19.3M 0.01%
779,542
+123,346
938
$19.3M 0.01%
609,515
-460,985
939
$19.3M 0.01%
1,075,130
-138,580
940
$19.3M 0.01%
655,903
-73,664
941
$19.2M 0.01%
206,607
-94,665
942
$19.2M 0.01%
464,137
+43,289
943
$19.2M 0.01%
82,107
+11,871
944
$19.2M 0.01%
2,957,235
+1,240,836
945
$19.1M 0.01%
299,771
+30,991
946
$19.1M 0.01%
354,205
-16,323
947
$19.1M 0.01%
860,475
-56,069
948
$19M 0.01%
192,480
+146,362
949
$19M 0.01%
611,009
-41,891
950
$19M 0.01%
893,019
+181,147
36 37
38
39 40