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
376
$59.4M 0.05%
416,699
+72,908
377
$58.6M 0.05%
656,346
+188,913
378
$58.1M 0.05%
1,718,565
+727,909
379
$58.1M 0.05%
482,991
-102,414
380
$57.9M 0.05%
1,033,312
-229,688
381
$57.7M 0.05%
1,090,644
-4,137,084
382
$57.1M 0.05%
1,069,138
+51,520
383
$57M 0.05%
2,308,743
+235,949
384
$56.8M 0.05%
1,230,208
+666,539
385
$56.7M 0.05%
1,358,402
+3,825
386
$56.5M 0.05%
469,284
+55,756
387
$56.3M 0.05%
830,273
+249,729
388
$56M 0.04%
1,027,915
-319,235
389
$55.9M 0.04%
1,412,437
+145,237
390
$55.4M 0.04%
1,820,898
+628,520
391
$54.3M 0.04%
1,282,735
+24,421
392
$54.3M 0.04%
2,827,175
+2,336,676
393
$54.3M 0.04%
102,610
-40,308
394
$54.2M 0.04%
1,585,284
+531,535
395
$53.9M 0.04%
622,913
-1,816,241
396
$53.9M 0.04%
1,987,072
-653,531
397
$53.8M 0.04%
1,147,842
+599,314
398
$53.8M 0.04%
843,124
+44,294
399
$53.7M 0.04%
743,819
+230,384
400
$53.6M 0.04%
1,013,052
+276,102
14 15
16
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