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
2401
$2.3M ﹤0.01%
47,009
-8,563
2402
$2.3M ﹤0.01%
155,135
-88,129
2403
$2.3M ﹤0.01%
74,386
+1,102
2404
$2.3M ﹤0.01%
44,759
+6,630
2405
$2.3M ﹤0.01%
46,423
-144,694
2406
$2.3M ﹤0.01%
76,869
-1,047
2407
$2.29M ﹤0.01%
52,574
-3,053
2408
$2.29M ﹤0.01%
36,864
+8,571
2409
$2.29M ﹤0.01%
18,808
-34,445
2410
$2.28M ﹤0.01%
198,148
+50,357
2411
$2.28M ﹤0.01%
31,044
-1,710
2412
$2.28M ﹤0.01%
73,313
-1,867
2413
$2.27M ﹤0.01%
147,843
-30,174
2414
$2.27M ﹤0.01%
153,813
+105,515
2415
$2.27M ﹤0.01%
32,542
-915
2416
$2.27M ﹤0.01%
175,579
+16,308
2417
$2.27M ﹤0.01%
51,019
+2,478
2418
$2.27M ﹤0.01%
156,069
-3,542
2419
$2.26M ﹤0.01%
36,379
-46,544
2420
$2.26M ﹤0.01%
68,635
+1,276
2421
$2.26M ﹤0.01%
29,072
-14,660
2422
$2.25M ﹤0.01%
48,228
+31,437
2423
$2.24M ﹤0.01%
90,530
+16,037
2424
$2.24M ﹤0.01%
14,614
-4,147
2425
$2.23M ﹤0.01%
73,798
+2,918
95 96
97
98 99