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
1276
$10.9M ﹤0.01%
62,635
-15,800
1277
$10.8M ﹤0.01%
360,789
+47,566
1278
$10.8M ﹤0.01%
485,083
-96,550
1279
$10.8M ﹤0.01%
341,641
+4,481
1280
$10.8M ﹤0.01%
141,842
+31,027
1281
$10.8M ﹤0.01%
95,378
+15,840
1282
$10.8M ﹤0.01%
750,778
-432,612
1283
$10.8M ﹤0.01%
123,183
+14,626
1284
$10.7M ﹤0.01%
1,606,877
+1,171,613
1285
$10.7M ﹤0.01%
427,789
+187,431
1286
$10.7M ﹤0.01%
2,198,798
-43,534
1287
$10.7M ﹤0.01%
359,308
-8,370
1288
$10.7M ﹤0.01%
416,248
-26,249
1289
$10.6M ﹤0.01%
609,568
+35,456
1290
$10.6M ﹤0.01%
615,417
+915
1291
$10.6M ﹤0.01%
186,392
+352
1292
$10.6M ﹤0.01%
845,544
+19,390
1293
$10.6M ﹤0.01%
284,627
+58,611
1294
$10.5M ﹤0.01%
219,812
+43,184
1295
$10.5M ﹤0.01%
501,497
-316,093
1296
$10.5M ﹤0.01%
1,030,477
+8,350
1297
$10.5M ﹤0.01%
143,475
+27,537
1298
$10.5M ﹤0.01%
50,541
-1,726
1299
$10.5M ﹤0.01%
48,942
+12,578
1300
$10.5M ﹤0.01%
447,294
+5,493
50 51
52
53 54