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
2551
$1.22M ﹤0.01%
48,325
-1,434
2552
$1.22M ﹤0.01%
95,375
-3,285
2553
$1.21M ﹤0.01%
11,644
+1,233
2554
$1.21M ﹤0.01%
81,137
-3,113
2555
$1.21M ﹤0.01%
58,882
+8,846
2556
$1.21M ﹤0.01%
29,385
-10,004
2557
$1.21M ﹤0.01%
48,667
+46,427
2558
$1.2M ﹤0.01%
1,104
-2,298
2559
$1.2M ﹤0.01%
79,329
-259
2560
$1.2M ﹤0.01%
27,105
+23,803
2561
$1.19M ﹤0.01%
66,840
-2,290
2562
$1.19M ﹤0.01%
77,404
-3,252
2563
$1.19M ﹤0.01%
135,186
-38,509
2564
$1.18M ﹤0.01%
61,403
-17,404
2565
$1.18M ﹤0.01%
123,553
-11,194
2566
$1.18M ﹤0.01%
31,832
+30,756
2567
$1.18M ﹤0.01%
18,231
-791
2568
$1.18M ﹤0.01%
18,102
-437
2569
$1.18M ﹤0.01%
21,150
-1,594
2570
$1.18M ﹤0.01%
24,334
2571
$1.18M ﹤0.01%
91,031
+57,982
2572
$1.18M ﹤0.01%
65,424
-599
2573
$1.18M ﹤0.01%
106,647
+2,439
2574
$1.17M ﹤0.01%
93,144
+546
2575
$1.17M ﹤0.01%
53,377
+4,309
101 102
103
104 105