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
2151
$3.21M ﹤0.01%
109,990
+16,007
2152
$3.2M ﹤0.01%
208,236
-53,099
2153
$3.2M ﹤0.01%
152,838
-80,246
2154
$3.19M ﹤0.01%
189,030
+31,492
2155
$3.18M ﹤0.01%
101,993
-15,773
2156
$3.18M ﹤0.01%
97,557
+27,860
2157
$3.17M ﹤0.01%
45,563
+23,111
2158
$3.17M ﹤0.01%
61,006
+1,399
2159
$3.17M ﹤0.01%
54,810
+18,277
2160
$3.17M ﹤0.01%
560,023
-79,167
2161
$3.17M ﹤0.01%
72,533
-2,277
2162
$3.17M ﹤0.01%
155,786
+2,254
2163
$3.17M ﹤0.01%
112,601
+24,505
2164
$3.16M ﹤0.01%
233,772
+17,819
2165
$3.16M ﹤0.01%
69,341
+1,682
2166
$3.16M ﹤0.01%
78,606
-1,097
2167
$3.16M ﹤0.01%
373,993
-4,919
2168
$3.16M ﹤0.01%
117,097
-451,947
2169
$3.15M ﹤0.01%
59,638
+877
2170
$3.14M ﹤0.01%
59,709
+6,137
2171
$3.14M ﹤0.01%
209,237
-152,546
2172
$3.13M ﹤0.01%
587,820
+180,113
2173
$3.13M ﹤0.01%
133,203
+78,456
2174
$3.13M ﹤0.01%
68,425
-59,355
2175
$3.12M ﹤0.01%
516,329
+11,501
85 86
87
88 89