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
2276
$2.71M ﹤0.01%
49,631
+10,297
2277
$2.7M ﹤0.01%
155,278
-6,091
2278
$2.7M ﹤0.01%
68,374
-1,463
2279
$2.7M ﹤0.01%
48,273
+31,262
2280
$2.69M ﹤0.01%
359,116
+7,638
2281
$2.69M ﹤0.01%
31,735
+16,020
2282
$2.69M ﹤0.01%
81,233
-366
2283
$2.68M ﹤0.01%
148,783
+38,555
2284
$2.67M ﹤0.01%
249,043
+115,613
2285
$2.67M ﹤0.01%
67,885
-95,577
2286
$2.67M ﹤0.01%
4,297
-274
2287
$2.67M ﹤0.01%
448,050
-1,765
2288
$2.66M ﹤0.01%
119,691
+1,831
2289
$2.65M ﹤0.01%
149,104
+11,367
2290
$2.65M ﹤0.01%
49,919
+1,041
2291
$2.65M ﹤0.01%
88,742
-19,203
2292
$2.64M ﹤0.01%
252,554
-4,694
2293
$2.63M ﹤0.01%
61,129
+23,464
2294
$2.63M ﹤0.01%
66,927
-22,588
2295
$2.63M ﹤0.01%
23,643
-30,611
2296
$2.63M ﹤0.01%
24,045
-9,407
2297
$2.63M ﹤0.01%
318,123
-281,823
2298
$2.63M ﹤0.01%
96,204
-793
2299
$2.63M ﹤0.01%
155,239
-7,063
2300
$2.62M ﹤0.01%
363,657
+58,213
90 91
92
93 94