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
2226
$2.88M ﹤0.01%
357,606
-171,701
2227
$2.88M ﹤0.01%
25,606
-2,869
2228
$2.88M ﹤0.01%
208,002
-8,874
2229
$2.88M ﹤0.01%
57,194
+42,978
2230
$2.87M ﹤0.01%
214,085
-12,291
2231
$2.87M ﹤0.01%
121,759
+29,238
2232
$2.87M ﹤0.01%
105,089
+94,443
2233
$2.87M ﹤0.01%
36,978
+6,104
2234
$2.85M ﹤0.01%
44,491
-5,618
2235
$2.85M ﹤0.01%
93,966
+1,358
2236
$2.85M ﹤0.01%
139,325
+38,872
2237
$2.85M ﹤0.01%
48,481
+24,298
2238
$2.84M ﹤0.01%
615,716
+321,091
2239
$2.83M ﹤0.01%
167,029
-4,181
2240
$2.82M ﹤0.01%
40,894
+8,562
2241
$2.81M ﹤0.01%
159,606
-89,332
2242
$2.81M ﹤0.01%
72,337
+14,066
2243
$2.8M ﹤0.01%
88,300
+72,129
2244
$2.79M ﹤0.01%
54,355
-23,046
2245
$2.79M ﹤0.01%
197,645
+25,193
2246
$2.78M ﹤0.01%
150,754
+139,824
2247
$2.78M ﹤0.01%
105,337
-10,938
2248
$2.78M ﹤0.01%
223,520
+29,368
2249
$2.78M ﹤0.01%
92,152
+33,739
2250
$2.77M ﹤0.01%
106,612
-13,610
88 89
90
91 92