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
351
$64.2M 0.04%
2,821,568
-1,748,098
352
$64.2M 0.04%
3,975,800
+99,200
353
$63.7M 0.04%
1,124,123
+445,343
354
$63.7M 0.04%
3,531,225
+187,852
355
$63.6M 0.04%
601,486
-68,070
356
$63.1M 0.04%
927,810
+112,562
357
$63M 0.04%
707,805
+669,422
358
$62.9M 0.04%
6,593,147
+2,132,807
359
$62.9M 0.04%
376,718
-15,923
360
$62.9M 0.04%
1,314,339
-179,909
361
$62.3M 0.04%
1,489,485
+626,937
362
$62.2M 0.04%
500,592
+340,478
363
$62.2M 0.04%
1,000,904
+237,760
364
$62M 0.04%
1,111,229
-499,578
365
$61.8M 0.04%
1,429,537
-25,374
366
$61.3M 0.04%
3,779,530
+481,490
367
$61.2M 0.04%
1,437,417
-702,736
368
$61.1M 0.04%
2,038,654
-79,856
369
$60.8M 0.04%
2,624,841
+632,852
370
$60.6M 0.04%
441,160
+186,435
371
$60.4M 0.04%
727,059
+183,562
372
$59.8M 0.04%
731,255
+307,771
373
$59.6M 0.04%
834,341
-1,650,937
374
$59.5M 0.04%
638,584
+201,877
375
$59.5M 0.04%
2,215,800
-17,934
13 14
15
16 17