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
101
$489M 0.2%
8,600,080
+3,038,303
102
$488M 0.2%
2,213,194
-25,391
103
$484M 0.2%
6,513,213
+182,805
104
$466M 0.19%
3,150,049
+105,965
105
$465M 0.19%
9,826,338
+3,871,030
106
$448M 0.18%
2,644,461
+13,851
107
$447M 0.18%
4,280,192
+1,087,228
108
$445M 0.18%
4,362,101
+55,192
109
$444M 0.18%
3,699,957
+99,002
110
$441M 0.18%
7,459,674
+779,069
111
$441M 0.18%
3,005,505
+426,497
112
$436M 0.18%
14,065,755
+1,429,928
113
$435M 0.18%
6,492,909
+906,806
114
$435M 0.18%
3,240,350
+174,374
115
$433M 0.18%
11,328,178
+157,118
116
$430M 0.18%
6,095,465
+241,199
117
$426M 0.18%
24,680,798
+10,262,543
118
$409M 0.17%
4,975,779
-89,882
119
$405M 0.17%
3,402,154
+479,866
120
$403M 0.17%
2,017,056
+374,137
121
$402M 0.17%
10,148,767
-1,254,198
122
$394M 0.16%
11,544,558
+6,905,604
123
$392M 0.16%
8,963,810
+4,632,937
124
$383M 0.16%
3,096,408
+190,349
125
$376M 0.15%
5,188,196
-6,395,374
3 4
5
6 7