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
2351
$2.45M ﹤0.01%
164,898
+23,120
2352
$2.45M ﹤0.01%
70,445
-12,659
2353
$2.45M ﹤0.01%
36,902
-1,003
2354
$2.44M ﹤0.01%
140,829
-35,530
2355
$2.44M ﹤0.01%
77,285
+42,947
2356
$2.44M ﹤0.01%
129,071
-2,572
2357
$2.44M ﹤0.01%
39,841
-12,042
2358
$2.44M ﹤0.01%
80,502
+24,284
2359
$2.43M ﹤0.01%
438,942
-148,783
2360
$2.43M ﹤0.01%
80,611
+31,043
2361
$2.42M ﹤0.01%
21,214
+262
2362
$2.41M ﹤0.01%
189,028
-37,274
2363
$2.41M ﹤0.01%
66,745
+4,206
2364
$2.41M ﹤0.01%
20,236
+5,930
2365
$2.41M ﹤0.01%
13,949
-6,176
2366
$2.41M ﹤0.01%
92,557
+74,208
2367
$2.4M ﹤0.01%
116,191
+2,196
2368
$2.4M ﹤0.01%
34,383
-16,246
2369
$2.4M ﹤0.01%
13,251
+5,948
2370
$2.4M ﹤0.01%
94,400
-4,161
2371
$2.4M ﹤0.01%
238,141
-27,418
2372
$2.39M ﹤0.01%
7,010
-555
2373
$2.38M ﹤0.01%
49,383
+1,513
2374
$2.38M ﹤0.01%
101,266
-9,087
2375
$2.38M ﹤0.01%
47,362
+6,007
93 94
95
96 97