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
2376
$2.38M ﹤0.01%
83,026
-7
2377
$2.38M ﹤0.01%
144,680
-11,436
2378
$2.37M ﹤0.01%
17,837
-6,041
2379
$2.37M ﹤0.01%
156,836
-7,677
2380
$2.37M ﹤0.01%
24,163
+3,713
2381
$2.37M ﹤0.01%
41,392
+9,241
2382
$2.37M ﹤0.01%
27,432
-25,983
2383
$2.37M ﹤0.01%
350,952
+132,801
2384
$2.36M ﹤0.01%
41,041
+647
2385
$2.36M ﹤0.01%
150,581
+117,430
2386
$2.35M ﹤0.01%
404,066
+5,261
2387
$2.35M ﹤0.01%
74,452
-36,622
2388
$2.35M ﹤0.01%
88,729
-12,422
2389
$2.35M ﹤0.01%
20,289
-7,119
2390
$2.34M ﹤0.01%
59,325
-10,100
2391
$2.34M ﹤0.01%
70,610
-1,944
2392
$2.33M ﹤0.01%
146,478
+75,386
2393
$2.33M ﹤0.01%
170,557
-78,395
2394
$2.33M ﹤0.01%
125,315
+68,214
2395
$2.33M ﹤0.01%
55,501
+6,973
2396
$2.32M ﹤0.01%
47,637
-9,878
2397
$2.32M ﹤0.01%
120,643
-99,649
2398
$2.31M ﹤0.01%
23,983
+19,026
2399
$2.31M ﹤0.01%
53,870
-3,196
2400
$2.3M ﹤0.01%
39,333
+6,377
94 95
96
97 98