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
1901
$4.49M ﹤0.01%
72,332
+1,206
1902
$4.48M ﹤0.01%
132,864
-6,066
1903
$4.48M ﹤0.01%
122,396
+10,886
1904
$4.48M ﹤0.01%
14,565
-483
1905
$4.47M ﹤0.01%
106,238
-376
1906
$4.47M ﹤0.01%
82,933
-126,855
1907
$4.46M ﹤0.01%
56,414
-23,563
1908
$4.46M ﹤0.01%
314,732
-170,217
1909
$4.45M ﹤0.01%
47,545
-2,625
1910
$4.45M ﹤0.01%
775,303
-177,270
1911
$4.44M ﹤0.01%
74,447
+7,176
1912
$4.44M ﹤0.01%
99,847
+3,568
1913
$4.43M ﹤0.01%
90,002
-8,159
1914
$4.43M ﹤0.01%
74,622
+2,792
1915
$4.43M ﹤0.01%
353,087
-62,581
1916
$4.42M ﹤0.01%
133,679
+120,324
1917
$4.42M ﹤0.01%
72,528
-4,257
1918
$4.42M ﹤0.01%
102,401
+74,637
1919
$4.41M ﹤0.01%
142,159
+3,380
1920
$4.41M ﹤0.01%
92,159
+3,746
1921
$4.41M ﹤0.01%
41,464
+9,099
1922
$4.39M ﹤0.01%
416,099
-23,154
1923
$4.39M ﹤0.01%
54,945
-8,111
1924
$4.38M ﹤0.01%
68,540
+805
1925
$4.38M ﹤0.01%
120,290
+72,090
75 76
77
78 79