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
251
$102M 0.07%
1,120,494
+95,090
252
$102M 0.07%
3,950,060
+272,997
253
$101M 0.07%
2,975,031
-187,760
254
$101M 0.07%
2,111,478
+581,814
255
$100M 0.07%
2,598,696
+29,397
256
$99.8M 0.06%
1,272,732
+304,514
257
$99.8M 0.06%
3,663,440
-832,588
258
$99.1M 0.06%
456,349
+113,801
259
$98.7M 0.06%
3,627,081
-182,546
260
$98.6M 0.06%
915,621
-28,269
261
$98.2M 0.06%
544,746
+143,766
262
$98M 0.06%
708,362
+560,075
263
$98M 0.06%
11,324,139
-3,454,545
264
$97.7M 0.06%
3,896,766
+1,203,838
265
$97.5M 0.06%
2,246,130
-374,832
266
$97.2M 0.06%
984,214
+36,467
267
$96.9M 0.06%
2,178,979
+112,675
268
$96.8M 0.06%
2,519,442
-605,573
269
$96.1M 0.06%
2,331,280
+542,228
270
$94.5M 0.06%
2,023,774
-412,633
271
$92.9M 0.06%
1,118,050
+43,711
272
$92.6M 0.06%
1,531,716
-343,419
273
$92M 0.06%
2,286,600
+115,936
274
$92M 0.06%
13,970,616
+13,919,566
275
$91.7M 0.06%
269,237
+56,473
9 10
11
12 13