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
1876
$4.63M ﹤0.01%
71,256
-13,675
1877
$4.63M ﹤0.01%
351,126
+135,032
1878
$4.62M ﹤0.01%
70,314
+25,654
1879
$4.61M ﹤0.01%
30,660
+16,298
1880
$4.6M ﹤0.01%
112,858
+55,183
1881
$4.6M ﹤0.01%
274,421
+17,637
1882
$4.59M ﹤0.01%
147,142
+33,726
1883
$4.58M ﹤0.01%
897,862
+522,723
1884
$4.58M ﹤0.01%
50,558
-11,413
1885
$4.57M ﹤0.01%
124,282
+93,051
1886
$4.56M ﹤0.01%
173,824
+90,600
1887
$4.56M ﹤0.01%
783,282
+36,040
1888
$4.55M ﹤0.01%
54,345
+53
1889
$4.55M ﹤0.01%
406,284
-108,186
1890
$4.55M ﹤0.01%
149,755
-60,853
1891
$4.54M ﹤0.01%
90,369
-30,277
1892
$4.54M ﹤0.01%
402,064
-26,917
1893
$4.54M ﹤0.01%
259,309
-1,567
1894
$4.54M ﹤0.01%
96,191
+146
1895
$4.54M ﹤0.01%
90,346
+1,078
1896
$4.53M ﹤0.01%
114,709
-513
1897
$4.52M ﹤0.01%
228,329
-1,455
1898
$4.51M ﹤0.01%
203,630
+59,784
1899
$4.51M ﹤0.01%
62,084
+1,550
1900
$4.5M ﹤0.01%
229,588
+38,172
74 75
76
77 78