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
301
$81.9M 0.07%
743,038
-237,700
302
$80.7M 0.06%
1,724,706
+101,396
303
$80.7M 0.06%
2,259,456
+238,519
304
$80.6M 0.06%
1,138,926
-40,264
305
$80.2M 0.06%
2,997,136
+95,892
306
$80M 0.06%
705,852
+214,756
307
$79.9M 0.06%
2,425,441
+265,398
308
$79.9M 0.06%
1,148,173
-122,253
309
$78.9M 0.06%
1,970,498
+59,235
310
$78.7M 0.06%
799,018
+167,711
311
$78.2M 0.06%
2,935,966
-3,598,504
312
$77.1M 0.06%
2,342,650
-42,630
313
$76.5M 0.06%
1,571,777
+217,211
314
$75.5M 0.06%
2,920,033
+1,990,979
315
$74.8M 0.06%
1,721,656
-76,140
316
$74.7M 0.06%
1,138,128
+111,449
317
$74.6M 0.06%
1,016,816
-32,718
318
$74.5M 0.06%
4,779,972
+2,467,076
319
$74.3M 0.06%
2,848,174
-223,246
320
$74.1M 0.06%
2,017,046
-599,291
321
$74.1M 0.06%
1,216,161
-161,048
322
$74.1M 0.06%
3,582,073
-1,074,829
323
$73.8M 0.06%
1,377,394
+422,278
324
$73.7M 0.06%
870,245
+127,343
325
$73.7M 0.06%
527,201
+4,358
11 12
13
14 15