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
1901
$4.48M ﹤0.01%
132,864
-6,066
1902
$4.48M ﹤0.01%
122,396
+10,886
1903
$4.48M ﹤0.01%
14,565
-483
1904
$4.47M ﹤0.01%
106,238
-376
1905
$4.47M ﹤0.01%
82,933
-126,855
1906
$4.46M ﹤0.01%
56,414
-23,563
1907
$4.46M ﹤0.01%
314,732
-170,217
1908
$4.45M ﹤0.01%
47,545
-2,625
1909
$4.45M ﹤0.01%
775,303
-177,270
1910
$4.44M ﹤0.01%
74,447
+7,176
1911
$4.44M ﹤0.01%
99,006
+3,539
1912
$4.43M ﹤0.01%
90,002
-8,159
1913
$4.43M ﹤0.01%
74,622
+2,792
1914
$4.43M ﹤0.01%
353,087
-62,581
1915
$4.42M ﹤0.01%
133,679
+120,324
1916
$4.42M ﹤0.01%
72,528
-4,257
1917
$4.42M ﹤0.01%
102,401
+74,637
1918
$4.41M ﹤0.01%
142,159
+3,380
1919
$4.41M ﹤0.01%
92,159
+3,746
1920
$4.41M ﹤0.01%
41,464
+9,099
1921
$4.39M ﹤0.01%
416,099
-23,154
1922
$4.39M ﹤0.01%
54,945
-8,111
1923
$4.38M ﹤0.01%
68,540
+805
1924
$4.38M ﹤0.01%
120,290
+72,090
1925
$4.37M ﹤0.01%
218,973
+42,060
75 76
77
78 79