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
2451
$2.15M ﹤0.01%
82,993
-2,314
2452
$2.14M ﹤0.01%
35,303
-2,558
2453
$2.14M ﹤0.01%
80,165
-1,460
2454
$2.14M ﹤0.01%
115,606
+3,518
2455
$2.14M ﹤0.01%
59,260
-234,180
2456
$2.13M ﹤0.01%
49,493
-5,127
2457
$2.13M ﹤0.01%
24,131
-7,754
2458
$2.13M ﹤0.01%
75,745
-92,571
2459
$2.13M ﹤0.01%
25,041
+743
2460
$2.13M ﹤0.01%
99,846
+46,888
2461
$2.12M ﹤0.01%
62,658
-19,119
2462
$2.12M ﹤0.01%
655,056
+76,326
2463
$2.1M ﹤0.01%
61,552
+1,862
2464
$2.1M ﹤0.01%
23,835
+14,345
2465
$2.1M ﹤0.01%
21,661
-47,929
2466
$2.09M ﹤0.01%
35,251
+12,342
2467
$2.09M ﹤0.01%
241,990
-402,832
2468
$2.08M ﹤0.01%
95,307
+85,620
2469
$2.08M ﹤0.01%
110,274
+18,570
2470
$2.08M ﹤0.01%
118,515
-133,324
2471
$2.08M ﹤0.01%
64,567
-81,070
2472
$2.08M ﹤0.01%
39,302
-136,476
2473
$2.07M ﹤0.01%
37,409
+19,787
2474
$2.06M ﹤0.01%
288,747
+214,594
2475
$2.06M ﹤0.01%
225,899
-102,349
97 98
99
100 101