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
3876
$165K ﹤0.01%
2,753
-6,738
3877
$165K ﹤0.01%
10,955
+6,055
3878
$165K ﹤0.01%
67
-5
3879
$165K ﹤0.01%
3,020
+331
3880
$165K ﹤0.01%
17,978
+4,226
3881
$165K ﹤0.01%
4,411
+2,937
3882
$165K ﹤0.01%
2,627
+1,119
3883
$165K ﹤0.01%
8,886
-21,471
3884
$164K ﹤0.01%
+8,807
3885
$164K ﹤0.01%
7,739
-2,059
3886
$164K ﹤0.01%
40,443
+3,114
3887
$164K ﹤0.01%
9,117
+2,189
3888
$164K ﹤0.01%
6,718
-1,880
3889
$163K ﹤0.01%
12,542
-278
3890
$163K ﹤0.01%
28,087
+2,404
3891
$163K ﹤0.01%
10,872
+2,054
3892
$163K ﹤0.01%
3,436
-9,770
3893
$163K ﹤0.01%
12,715
+2,105
3894
$163K ﹤0.01%
3,870
+222
3895
$162K ﹤0.01%
3,984
-4,858
3896
$162K ﹤0.01%
4,611
+1,145
3897
$162K ﹤0.01%
3,913
-3,209
3898
$162K ﹤0.01%
10,994
-200
3899
$162K ﹤0.01%
15,150
+8,250
3900
$162K ﹤0.01%
6,598
-203,770
154 155
156
157 158