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
951
$19M 0.01%
4,827,057
+57,282
952
$18.9M 0.01%
144,105
+77,071
953
$18.9M 0.01%
538,565
+20,209
954
$18.8M 0.01%
498,578
+125,272
955
$18.8M 0.01%
810,000
+50,930
956
$18.7M 0.01%
223,487
-27,668
957
$18.6M 0.01%
1,108,524
+42,390
958
$18.6M 0.01%
280,198
-88,637
959
$18.6M 0.01%
372,132
+31,442
960
$18.4M 0.01%
101,312
+88
961
$18.4M 0.01%
+466,116
962
$18.4M 0.01%
686,416
-83,005
963
$18.3M 0.01%
1,107,719
+37,800
964
$18.3M 0.01%
800,974
-239,877
965
$18.3M 0.01%
528,747
-311,240
966
$18.3M 0.01%
132,059
+88,394
967
$18.3M 0.01%
337,304
+94,332
968
$18.3M 0.01%
483,473
+187,980
969
$18.3M 0.01%
199,647
+55,790
970
$18.2M 0.01%
260,975
+11,937
971
$18.2M 0.01%
451,489
+407,425
972
$18.2M 0.01%
570,364
-53,969
973
$18.2M 0.01%
553,768
+7,204
974
$18.2M 0.01%
574,288
+21,459
975
$18.2M 0.01%
539,433
+23,798
37 38
39
40 41