UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
7,360
New
Increased
Reduced
Closed

Top Buys

1
+$602M
2
+$296M
3
+$256M
4
EPD icon
Enterprise Products Partners
EPD
+$252M
5
CHTR icon
Charter Communications
CHTR
+$251M

Top Sells

1
+$4.22B
2
+$465M
3
+$382M
4
SHPG
Shire pic
SHPG
+$221M
5
LVLT
Level 3 Communications Inc
LVLT
+$139M

Sector Composition

1 Financials 10.45%
2 Technology 9.66%
3 Healthcare 7.52%
4 Industrials 6.8%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$372M 0.21%
4,496,364
-107,457
127
$365M 0.2%
3,458,406
+422,601
128
$364M 0.2%
3,189,888
-126,580
129
$357M 0.2%
4,989,316
-18,732
130
$356M 0.2%
13,864,660
-1,372,290
131
$350M 0.19%
72,402,280
-4,684,080
132
$346M 0.19%
4,243,935
-62,170
133
$346M 0.19%
6,319,573
+306,515
134
$342M 0.19%
6,569,516
-115,508
135
$339M 0.19%
6,482,786
-783,022
136
$339M 0.19%
8,920,692
+6,050,577
137
$338M 0.19%
2,757,212
+159,845
138
$338M 0.19%
10,263,519
+454,617
139
$332M 0.18%
7,653,738
-125,965
140
$320M 0.18%
6,062,098
+127,240
141
$319M 0.18%
8,219,996
+61,663
142
$318M 0.18%
19,805,160
-946,185
143
$309M 0.17%
4,825,563
+242,439
144
$307M 0.17%
6,229,622
-366,518
145
$304M 0.17%
1,630,879
+163,140
146
$303M 0.17%
3,299,899
-79,437
147
$303M 0.17%
2,834,286
+1,070,325
148
$297M 0.16%
5,543,444
+1,505,568
149
$296M 0.16%
882,193
+739,425
150
$293M 0.16%
4,123,359
-567,667
4 5
6
7 8