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
$125B
AUM Growth
+$8.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,406
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$542M
3
+$451M
4
TWX
Time Warner Inc
TWX
+$445M
5
ACN icon
Accenture
ACN
+$335M

Top Sells

1
+$2.94B
2
+$1.05B
3
+$680M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$424M
5
LYV icon
Live Nation Entertainment
LYV
+$400M

Sector Composition

1 Financials 9.02%
2 Healthcare 8.73%
3 Technology 7.61%
4 Energy 7.06%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$1.29M ﹤0.01%
138,346
+109,346
2502
$1.29M ﹤0.01%
24,983
-2,847
2503
$1.28M ﹤0.01%
40,857
-8,833
2504
$1.28M ﹤0.01%
103,061
-3,354
2505
$1.28M ﹤0.01%
28,441
-8,159
2506
$1.28M ﹤0.01%
48,294
-2,200
2507
$1.28M ﹤0.01%
86,222
+69,794
2508
$1.28M ﹤0.01%
302,515
+230,588
2509
$1.28M ﹤0.01%
41,900
-2,428
2510
$1.28M ﹤0.01%
81,030
+10,473
2511
$1.27M ﹤0.01%
262,843
+151,634
2512
$1.27M ﹤0.01%
71,704
+37,071
2513
$1.27M ﹤0.01%
192,316
-15,132
2514
$1.27M ﹤0.01%
65,764
+64,964
2515
$1.27M ﹤0.01%
46,946
+256
2516
$1.26M ﹤0.01%
22,921
-31,039
2517
$1.26M ﹤0.01%
113,295
-3,807
2518
$1.26M ﹤0.01%
41,014
+34,461
2519
$1.26M ﹤0.01%
34,542
+4,612
2520
$1.26M ﹤0.01%
28,198
-295
2521
$1.26M ﹤0.01%
45,183
-6,118
2522
$1.26M ﹤0.01%
53,458
-4,581
2523
$1.26M ﹤0.01%
27,486
-45,708
2524
$1.26M ﹤0.01%
81,757
+20,343
2525
$1.26M ﹤0.01%
25,243
-3,828
99 100
101
102 103