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
2251
$2.77M ﹤0.01%
109,351
-17,274
2252
$2.77M ﹤0.01%
236,505
-14,478
2253
$2.77M ﹤0.01%
55,049
+17,084
2254
$2.77M ﹤0.01%
48,408
+8,472
2255
$2.77M ﹤0.01%
45,987
+20,667
2256
$2.77M ﹤0.01%
37,234
-2,069
2257
$2.76M ﹤0.01%
65,716
-4,738
2258
$2.76M ﹤0.01%
161,977
+24,151
2259
$2.75M ﹤0.01%
281,746
-26,291
2260
$2.75M ﹤0.01%
59,324
-11,900
2261
$2.75M ﹤0.01%
21,754
+2,618
2262
$2.75M ﹤0.01%
270,967
+37,193
2263
$2.74M ﹤0.01%
242,695
+30,105
2264
$2.74M ﹤0.01%
59,265
-12,253
2265
$2.73M ﹤0.01%
60,139
-5,686
2266
$2.73M ﹤0.01%
231,342
-11,165
2267
$2.73M ﹤0.01%
88,797
-7,788
2268
$2.73M ﹤0.01%
208,088
+31,429
2269
$2.73M ﹤0.01%
132,262
+19,311
2270
$2.73M ﹤0.01%
27,658
+7,660
2271
$2.72M ﹤0.01%
157,970
-1,168
2272
$2.72M ﹤0.01%
71,226
-7,275
2273
$2.72M ﹤0.01%
89,386
+13,071
2274
$2.71M ﹤0.01%
63,225
+52,950
2275
$2.71M ﹤0.01%
28,645
-50,911
89 90
91
92 93