UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,361
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
76
$578M 0.24%
2,354,387
+59,200
77
$574M 0.24%
14,703,008
-1,790,252
78
$569M 0.23%
2,997,186
+11,011
79
$563M 0.23%
3,853,841
+72,671
80
$559M 0.23%
3,824,382
+325,570
81
$555M 0.23%
3,886,873
+182,553
82
$552M 0.23%
5,007,077
+157,353
83
$546M 0.22%
6,712,782
+357,531
84
$546M 0.22%
7,834,536
-287,896
85
$537M 0.22%
4,844,972
+244,502
86
$531M 0.22%
5,711,174
+406,607
87
$530M 0.22%
13,871,700
-1,019,852
88
$529M 0.22%
8,637,705
+1,074,384
89
$527M 0.22%
8,691,104
+2,048,789
90
$526M 0.22%
9,384,850
+842,588
91
$523M 0.22%
6,953,248
+90,153
92
$521M 0.21%
9,837,253
+610,547
93
$511M 0.21%
6,109,678
-689,577
94
$509M 0.21%
7,952,482
+999,123
95
$501M 0.21%
10,631,609
-793,236
96
$500M 0.21%
7,008,514
+1,077,255
97
$500M 0.21%
1,447,496
+252,769
98
$493M 0.2%
2,993,269
-383,805
99
$492M 0.2%
2,830,490
+581,356
100
$489M 0.2%
6,578,228
+2,730,127
2 3
4
5 6