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
$125B
AUM Growth
+$8.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,404
New
Increased
Reduced
Closed

Top Buys

1
+$817M
2
+$534M
3
+$470M
4
TWX
Time Warner Inc
TWX
+$411M
5
ACN icon
Accenture
ACN
+$331M

Top Sells

1
+$2.92B
2
+$1.07B
3
+$719M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$424M
5
LYV icon
Live Nation Entertainment
LYV
+$384M

Sector Composition

1 Financials 9.02%
2 Healthcare 8.73%
3 Technology 7.62%
4 Energy 7.06%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$1.08M ﹤0.01%
58,575
+45,709
2627
$1.08M ﹤0.01%
1,414,698
+437,819
2628
$1.08M ﹤0.01%
21,460
+10,430
2629
$1.08M ﹤0.01%
78,563
+611
2630
$1.08M ﹤0.01%
40,427
+8,676
2631
$1.08M ﹤0.01%
46,180
-748,335
2632
$1.07M ﹤0.01%
54,077
+28,618
2633
$1.07M ﹤0.01%
13,350
-4,623
2634
$1.07M ﹤0.01%
81,631
-4,737
2635
$1.06M ﹤0.01%
59,387
-2,791
2636
$1.06M ﹤0.01%
14,491
+3,994
2637
$1.06M ﹤0.01%
33,184
-50,522
2638
$1.06M ﹤0.01%
44,357
+28,553
2639
$1.06M ﹤0.01%
62,495
+1,896
2640
$1.05M ﹤0.01%
48,133
-36,103
2641
$1.05M ﹤0.01%
50,222
+7,094
2642
$1.05M ﹤0.01%
54,450
-22,378
2643
$1.05M ﹤0.01%
77,904
+9,317
2644
$1.05M ﹤0.01%
11,580
+178
2645
$1.04M ﹤0.01%
66,197
-13,949
2646
$1.04M ﹤0.01%
22,344
-1,327
2647
$1.04M ﹤0.01%
35,260
+7,670
2648
$1.04M ﹤0.01%
35,915
-43,409
2649
$1.04M ﹤0.01%
23,077
-16,296
2650
$1.04M ﹤0.01%
4,415
-365
104 105
106
107 108