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
2301
$2.62M ﹤0.01%
31,643
-3,679
2302
$2.61M ﹤0.01%
62,660
+2,047
2303
$2.61M ﹤0.01%
73,456
+6,040
2304
$2.61M ﹤0.01%
104,364
-59,878
2305
$2.61M ﹤0.01%
282,606
+280,606
2306
$2.6M ﹤0.01%
40,773
-3,852
2307
$2.6M ﹤0.01%
292,190
+11,803
2308
$2.6M ﹤0.01%
48,690
+1,069
2309
$2.6M ﹤0.01%
309,673
+4,339
2310
$2.59M ﹤0.01%
101,323
+15,128
2311
$2.59M ﹤0.01%
48,115
+14,828
2312
$2.59M ﹤0.01%
182,475
+104,058
2313
$2.59M ﹤0.01%
144,817
+34,055
2314
$2.58M ﹤0.01%
39,108
-39,807
2315
$2.58M ﹤0.01%
73,998
+34,609
2316
$2.58M ﹤0.01%
100,866
-24,353
2317
$2.58M ﹤0.01%
78,053
-25,117
2318
$2.58M ﹤0.01%
34,633
-4,795
2319
$2.57M ﹤0.01%
82,905
+250
2320
$2.57M ﹤0.01%
65,368
+36,075
2321
$2.57M ﹤0.01%
117,627
-13,861
2322
$2.56M ﹤0.01%
79,430
-21,237
2323
$2.56M ﹤0.01%
241,344
+49,794
2324
$2.56M ﹤0.01%
37,685
-3,643
2325
$2.56M ﹤0.01%
67,227
+66,977
91 92
93
94 95