UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
7,360
New
Increased
Reduced
Closed

Top Buys

1
+$602M
2
+$296M
3
+$256M
4
EPD icon
Enterprise Products Partners
EPD
+$252M
5
CHTR icon
Charter Communications
CHTR
+$251M

Top Sells

1
+$4.22B
2
+$465M
3
+$382M
4
SHPG
Shire pic
SHPG
+$221M
5
LVLT
Level 3 Communications Inc
LVLT
+$139M

Sector Composition

1 Financials 10.45%
2 Technology 9.66%
3 Healthcare 7.52%
4 Industrials 6.8%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.22B 2.33%
15,809,775
-16,246,321
2
$3.1B 1.71%
73,197,348
+14,413,820
3
$2.65B 1.46%
30,942,181
+2,250,307
4
$2.53B 1.39%
137,312,155
-1,869,594
5
$2.22B 1.23%
31,624,693
+1,099,571
6
$1.9B 1.05%
10,012,045
+781,728
7
$1.83B 1.01%
27,650,821
+2,000,681
8
$1.78B 0.98%
38,612,951
+1,434,565
9
$1.73B 0.95%
12,382,894
+1,194,851
10
$1.68B 0.93%
29,453,846
+798,809
11
$1.64B 0.9%
9,277,618
+1,299,718
12
$1.63B 0.9%
30,943,540
+2,320,920
13
$1.53B 0.85%
14,339,414
+1,341,318
14
$1.42B 0.79%
13,399,818
+940,131
15
$1.36B 0.75%
8,904,799
+1,536,917
16
$1.31B 0.73%
16,367,596
+2,258,643
17
$1.29B 0.71%
10,317,900
+624,623
18
$1.28B 0.71%
9,091,867
+392,854
19
$1.18B 0.65%
15,304,607
+410,372
20
$1.17B 0.64%
2,274,286
+226,507
21
$1.12B 0.62%
9,830,610
+972,490
22
$1.11B 0.61%
13,787,546
+1,050,215
23
$1.11B 0.61%
7,146,121
+419,026
24
$1.06B 0.59%
9,872,950
+1,075,671
25
$1.05B 0.58%
6,742,746
+169,308
1
2 3 4 5