UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,361
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
1
$4.22B 1.73%
15,809,775
-16,246,321
2
$3.1B 1.27%
73,197,348
+14,413,820
3
$2.65B 1.09%
30,942,181
+2,250,307
4
$2.53B 1.04%
137,312,155
-1,869,594
5
$2.22B 0.91%
31,624,693
+1,099,571
6
$1.9B 0.78%
10,012,045
+781,728
7
$1.83B 0.75%
27,650,821
+2,000,681
8
$1.78B 0.73%
38,612,951
+1,434,565
9
$1.73B 0.71%
12,382,894
+1,194,851
10
$1.68B 0.69%
29,453,846
+798,809
11
$1.64B 0.67%
9,277,618
+1,299,718
12
$1.63B 0.67%
30,943,540
+2,320,920
13
$1.53B 0.63%
14,339,414
+1,341,318
14
$1.42B 0.59%
13,399,818
+940,131
15
$1.36B 0.56%
8,904,799
+1,536,917
16
$1.31B 0.54%
16,367,596
+2,258,643
17
$1.29B 0.53%
10,317,900
+624,623
18
$1.28B 0.53%
9,091,867
+392,854
19
$1.18B 0.48%
15,304,607
+410,372
20
$1.17B 0.48%
2,274,286
+226,507
21
$1.12B 0.46%
9,830,610
+972,490
22
$1.11B 0.46%
13,787,546
+1,050,215
23
$1.11B 0.45%
7,146,121
+419,026
24
$1.06B 0.44%
9,872,950
+1,075,671
25
$1.05B 0.43%
6,742,746
+169,308
1
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