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
1926
$4.37M ﹤0.01%
218,973
+42,060
1927
$4.37M ﹤0.01%
150,978
+80,419
1928
$4.36M ﹤0.01%
78,414
-56,400
1929
$4.35M ﹤0.01%
301,562
+68,638
1930
$4.35M ﹤0.01%
98,538
+93,891
1931
$4.35M ﹤0.01%
98,403
-687
1932
$4.33M ﹤0.01%
196,817
-1,505,401
1933
$4.33M ﹤0.01%
35,849
-93,219
1934
$4.32M ﹤0.01%
43,815
+2,930
1935
$4.31M ﹤0.01%
85,044
+3,277
1936
$4.3M ﹤0.01%
119,102
+40,592
1937
$4.3M ﹤0.01%
113,707
+6,949
1938
$4.3M ﹤0.01%
122,626
+112,758
1939
$4.3M ﹤0.01%
385,100
-54,732
1940
$4.29M ﹤0.01%
191,401
-25,283
1941
$4.28M ﹤0.01%
139,480
+34,164
1942
$4.27M ﹤0.01%
65,730
-1,699
1943
$4.27M ﹤0.01%
172,630
+6,617
1944
$4.27M ﹤0.01%
307,676
-73,135
1945
$4.27M ﹤0.01%
84,380
-1,697
1946
$4.26M ﹤0.01%
490,751
+53,076
1947
$4.26M ﹤0.01%
970,864
+32,043
1948
$4.26M ﹤0.01%
132,163
-21,206
1949
$4.26M ﹤0.01%
163,566
-1,533,000
1950
$4.24M ﹤0.01%
50,255
+5,217
76 77
78
79 80