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
2201
$2.99M ﹤0.01%
22,138
-12,231
2202
$2.99M ﹤0.01%
349,169
-762
2203
$2.98M ﹤0.01%
26,066
+14,524
2204
$2.97M ﹤0.01%
153,171
-9,921
2205
$2.97M ﹤0.01%
308,425
+26,365
2206
$2.96M ﹤0.01%
217,794
+3,449
2207
$2.96M ﹤0.01%
48,132
-1,714
2208
$2.96M ﹤0.01%
34,491
+2,548
2209
$2.96M ﹤0.01%
55,403
+5,254
2210
$2.95M ﹤0.01%
49,455
+4,786
2211
$2.95M ﹤0.01%
164,361
-14,304
2212
$2.94M ﹤0.01%
36,638
-555
2213
$2.94M ﹤0.01%
177,322
-58,252
2214
$2.94M ﹤0.01%
121,911
-105,892
2215
$2.94M ﹤0.01%
27,809
+7,532
2216
$2.93M ﹤0.01%
44,586
+580
2217
$2.93M ﹤0.01%
226,837
-13,543
2218
$2.92M ﹤0.01%
180,090
+9,749
2219
$2.91M ﹤0.01%
157,062
-16,677
2220
$2.9M ﹤0.01%
70,650
+4,276
2221
$2.9M ﹤0.01%
604,846
+272,884
2222
$2.89M ﹤0.01%
81,734
+47,726
2223
$2.89M ﹤0.01%
84,276
+5,457
2224
$2.88M ﹤0.01%
96,393
-538
2225
$2.88M ﹤0.01%
84,439
-7,052
87 88
89
90 91