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
1176
$12.9M 0.01%
319,133
-19,127
1177
$12.9M 0.01%
85,728
+6,660
1178
$12.9M 0.01%
726,669
+78,996
1179
$12.9M 0.01%
238,760
+21,155
1180
$12.9M 0.01%
1,393,036
+32,383
1181
$12.9M 0.01%
211,311
+44,448
1182
$12.8M 0.01%
523,121
-66,473
1183
$12.7M 0.01%
190,376
-8,526
1184
$12.7M 0.01%
640,204
-554
1185
$12.7M 0.01%
93,686
+46,321
1186
$12.6M 0.01%
659,985
+106,297
1187
$12.6M 0.01%
203,731
-43,932
1188
$12.6M 0.01%
596,370
-32,757
1189
$12.6M 0.01%
576,624
+210,572
1190
$12.6M 0.01%
111,815
+1,951
1191
$12.5M 0.01%
253,659
+144,019
1192
$12.5M 0.01%
911,388
+89,559
1193
$12.5M 0.01%
439,828
-517,077
1194
$12.5M 0.01%
411,521
+6,429
1195
$12.5M 0.01%
220,129
+128,157
1196
$12.5M 0.01%
627,333
+507,933
1197
$12.4M 0.01%
140,143
-4,474
1198
$12.4M 0.01%
278,248
+21,290
1199
$12.4M 0.01%
171,362
+105,666
1200
$12.4M 0.01%
765,566
+13,791
46 47
48
49 50