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
201
$183M 0.08%
5,729,833
-359,267
202
$183M 0.08%
2,503,521
+1,002
203
$182M 0.07%
3,746,957
-98,833
204
$180M 0.07%
2,270,784
+25,698
205
$179M 0.07%
1,160,141
-74,864
206
$178M 0.07%
1,748,249
-13,019
207
$176M 0.07%
3,214,530
+595,447
208
$175M 0.07%
2,038,298
-100,977
209
$171M 0.07%
3,050,911
-217,092
210
$168M 0.07%
2,861,462
+610,895
211
$168M 0.07%
8,739,740
+2,556,140
212
$166M 0.07%
1,301,337
-3,373
213
$166M 0.07%
2,427,142
-114,773
214
$166M 0.07%
4,094,047
+986,976
215
$165M 0.07%
1,675,394
+7,765
216
$165M 0.07%
2,783,230
+43,896
217
$165M 0.07%
1,060,476
-1,491,199
218
$164M 0.07%
2,734,604
+1,297,973
219
$162M 0.07%
915,059
+407,783
220
$159M 0.07%
4,486,136
-641
221
$158M 0.07%
4,940,752
+23,263
222
$157M 0.06%
1,459,066
-342,271
223
$154M 0.06%
854,006
+329,626
224
$153M 0.06%
2,912,465
+159,063
225
$152M 0.06%
1,051,500
+214,835
7 8
9
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