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
2426
$2.23M ﹤0.01%
199,208
-79,043
2427
$2.23M ﹤0.01%
56,551
+46,785
2428
$2.23M ﹤0.01%
37,867
-9,831
2429
$2.22M ﹤0.01%
70,992
+68,368
2430
$2.22M ﹤0.01%
98,341
+56,324
2431
$2.22M ﹤0.01%
5,577
+328
2432
$2.21M ﹤0.01%
96,373
-26,628
2433
$2.2M ﹤0.01%
29,297
+4,384
2434
$2.2M ﹤0.01%
530,125
-29,769
2435
$2.2M ﹤0.01%
32,348
-441
2436
$2.19M ﹤0.01%
48,242
-147,574
2437
$2.18M ﹤0.01%
91,819
+19,660
2438
$2.18M ﹤0.01%
85,663
+10,804
2439
$2.18M ﹤0.01%
40,043
+861
2440
$2.18M ﹤0.01%
45,486
-22,610
2441
$2.17M ﹤0.01%
41,741
-2,220
2442
$2.17M ﹤0.01%
163,156
-4,547
2443
$2.17M ﹤0.01%
116,269
+961
2444
$2.17M ﹤0.01%
71,138
+19,189
2445
$2.16M ﹤0.01%
42,264
+649
2446
$2.16M ﹤0.01%
67,388
-10,845
2447
$2.16M ﹤0.01%
282,966
+30,228
2448
$2.15M ﹤0.01%
74,053
+53,690
2449
$2.15M ﹤0.01%
88,566
+9,654
2450
$2.15M ﹤0.01%
151,872
+21,163
96 97
98
99 100