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
1526
$7.53M ﹤0.01%
52,423
+1,560
1527
$7.5M ﹤0.01%
702,694
+394,637
1528
$7.5M ﹤0.01%
155,601
+48,506
1529
$7.49M ﹤0.01%
526,883
-17,794
1530
$7.49M ﹤0.01%
85,640
+730
1531
$7.46M ﹤0.01%
210,561
+119,670
1532
$7.46M ﹤0.01%
38,710
-18,954
1533
$7.46M ﹤0.01%
219,663
-1,748
1534
$7.46M ﹤0.01%
95,628
+16,820
1535
$7.44M ﹤0.01%
335,290
-73,098
1536
$7.44M ﹤0.01%
359,230
+52,907
1537
$7.39M ﹤0.01%
560,611
+182,459
1538
$7.37M ﹤0.01%
167,173
+1,600
1539
$7.37M ﹤0.01%
219,916
+206,462
1540
$7.37M ﹤0.01%
277,918
+26,700
1541
$7.34M ﹤0.01%
364,069
-68,008
1542
$7.31M ﹤0.01%
415,728
+8,253
1543
$7.3M ﹤0.01%
353,568
-64,998
1544
$7.27M ﹤0.01%
129,263
+19,821
1545
$7.25M ﹤0.01%
174,168
+148,009
1546
$7.23M ﹤0.01%
151,733
+95,912
1547
$7.21M ﹤0.01%
440,246
+4,942
1548
$7.21M ﹤0.01%
204,011
-31,723
1549
$7.19M ﹤0.01%
83,899
-9,462
1550
$7.18M ﹤0.01%
79,833
+52,897
60 61
62
63 64