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
151
$291M 0.12%
3,587,652
+885,778
152
$277M 0.11%
4,853,162
+675,831
153
$276M 0.11%
1,821,974
+190,751
154
$273M 0.11%
4,363,672
-751,612
155
$271M 0.11%
11,676,207
+7,900,603
156
$270M 0.11%
4,950,812
+198,546
157
$269M 0.11%
1,087,327
+715
158
$269M 0.11%
1,077,630
+235,359
159
$269M 0.11%
4,030,379
+423,034
160
$269M 0.11%
14,111,692
+403,946
161
$265M 0.11%
1,041,682
+199,436
162
$261M 0.11%
3,290,533
-59,976
163
$260M 0.11%
1,780,497
+239,963
164
$260M 0.11%
2,543,390
+486,370
165
$260M 0.11%
3,098,237
-866,266
166
$256M 0.11%
3,018,785
+1,434,097
167
$251M 0.1%
2,159,367
+244,921
168
$247M 0.1%
2,613,097
+86,553
169
$240M 0.1%
3,256,957
+320,029
170
$240M 0.1%
4,443,889
-724,666
171
$239M 0.1%
3,072,521
+342,843
172
$230M 0.09%
3,794,451
+1,236,903
173
$228M 0.09%
3,784,554
-10,638
174
$227M 0.09%
970,967
+61,183
175
$227M 0.09%
3,250,632
+2,984,837
5 6
7
8 9