UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
7,360
New
Increased
Reduced
Closed

Top Buys

1
+$602M
2
+$296M
3
+$256M
4
EPD icon
Enterprise Products Partners
EPD
+$252M
5
CHTR icon
Charter Communications
CHTR
+$251M

Top Sells

1
+$4.22B
2
+$465M
3
+$382M
4
SHPG
Shire pic
SHPG
+$221M
5
LVLT
Level 3 Communications Inc
LVLT
+$139M

Sector Composition

1 Financials 10.45%
2 Technology 9.66%
3 Healthcare 7.52%
4 Industrials 6.8%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$2.56M ﹤0.01%
67,227
+66,977
2327
$2.55M ﹤0.01%
127,850
+102,060
2328
$2.53M ﹤0.01%
27,258
-18,021
2329
$2.53M ﹤0.01%
49,200
-13,836
2330
$2.53M ﹤0.01%
63,187
+16,394
2331
$2.52M ﹤0.01%
165,670
-177,451
2332
$2.52M ﹤0.01%
212,259
-5,767
2333
$2.51M ﹤0.01%
120,530
-51,696
2334
$2.51M ﹤0.01%
49,340
+23,503
2335
$2.51M ﹤0.01%
79,098
+6,573
2336
$2.5M ﹤0.01%
582,242
+22,003
2337
$2.5M ﹤0.01%
159,733
-23,358
2338
$2.5M ﹤0.01%
222,712
-36,608
2339
$2.49M ﹤0.01%
85,568
-767
2340
$2.49M ﹤0.01%
199,296
-106
2341
$2.49M ﹤0.01%
32,860
+12,654
2342
$2.49M ﹤0.01%
287,789
+31,110
2343
$2.48M ﹤0.01%
27,885
+5,551
2344
$2.48M ﹤0.01%
133,080
+20,122
2345
$2.47M ﹤0.01%
234,409
-15,909
2346
$2.46M ﹤0.01%
60,306
+2,732
2347
$2.46M ﹤0.01%
55,393
-4,983
2348
$2.45M ﹤0.01%
122,940
+70,201
2349
$2.45M ﹤0.01%
124,610
+98,426
2350
$2.45M ﹤0.01%
89,851
-22,342
92 93
94
95 96