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
1501
$7.75M ﹤0.01%
72,483
+70,341
1502
$7.74M ﹤0.01%
587,077
-48,415
1503
$7.73M ﹤0.01%
142,494
+20,264
1504
$7.72M ﹤0.01%
543,687
-51,367
1505
$7.72M ﹤0.01%
116,404
+23,635
1506
$7.71M ﹤0.01%
351,374
-250,885
1507
$7.67M ﹤0.01%
121,237
-64,319
1508
$7.66M ﹤0.01%
1,109,190
-492,922
1509
$7.66M ﹤0.01%
115,046
-3,670
1510
$7.65M ﹤0.01%
150,392
+48,380
1511
$7.65M ﹤0.01%
110,542
+96,188
1512
$7.64M ﹤0.01%
184,180
-6,628
1513
$7.64M ﹤0.01%
291,262
+184,583
1514
$7.61M ﹤0.01%
657,893
+134,119
1515
$7.6M ﹤0.01%
309,843
+183,535
1516
$7.6M ﹤0.01%
90,877
+20,245
1517
$7.6M ﹤0.01%
141,775
-14,461
1518
$7.58M ﹤0.01%
255,824
-897,399
1519
$7.58M ﹤0.01%
336,173
-144,478
1520
$7.58M ﹤0.01%
292,854
+34,420
1521
$7.57M ﹤0.01%
409,318
-2,173
1522
$7.55M ﹤0.01%
80,430
-7,901
1523
$7.54M ﹤0.01%
229,179
-77,622
1524
$7.54M ﹤0.01%
12,651
+3,173
1525
$7.53M ﹤0.01%
52,423
+1,560
59 60
61
62 63