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
276
$91.3M 0.06%
2,521,989
+168,746
277
$91.1M 0.06%
2,738,125
+550,148
278
$91M 0.06%
749,540
+91,597
279
$90.7M 0.06%
1,055,831
+65,933
280
$90.7M 0.06%
2,635,679
-570,914
281
$90.3M 0.06%
1,857,456
+969,657
282
$89.6M 0.06%
940,066
+24,662
283
$89.6M 0.06%
70,264
+31,529
284
$89.2M 0.06%
2,223,918
+2,787
285
$89M 0.06%
811,848
+6,561
286
$88.2M 0.06%
2,585,086
+64,410
287
$87.9M 0.06%
1,266,931
+1,129,326
288
$87.3M 0.06%
955,328
+115,813
289
$87.2M 0.06%
1,202,388
-107,734
290
$84.6M 0.05%
1,834,053
+586,716
291
$84.6M 0.05%
1,370,339
+40,231
292
$84.1M 0.05%
1,725,905
+173,381
293
$84M 0.05%
1,664,459
-59,643
294
$83.8M 0.05%
660,966
-153,687
295
$83.3M 0.05%
2,838,786
-76,770
296
$83.1M 0.05%
4,136,691
-123,878
297
$82.8M 0.05%
6,382,134
+136,284
298
$82.6M 0.05%
898,413
-54,041
299
$82.5M 0.05%
3,003,702
+881,329
300
$82M 0.05%
421,487
+90,849
10 11
12
13 14