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
401
$53.5M 0.04%
1,103,422
+43,761
402
$53.2M 0.04%
1,114,032
+83,022
403
$53.1M 0.04%
236,111
+73,000
404
$52.8M 0.04%
1,070,119
+350,255
405
$52.6M 0.04%
1,665,546
+174,111
406
$52.6M 0.04%
335,575
-80,352
407
$52.6M 0.04%
891,218
+210,341
408
$52.4M 0.04%
448,630
+58,606
409
$52.4M 0.04%
1,049,207
+208,014
410
$52.4M 0.04%
622,536
+108,168
411
$51.6M 0.04%
1,010,743
-74,201
412
$51.4M 0.04%
485,172
+103,463
413
$51.1M 0.04%
944,934
+71,216
414
$50.9M 0.04%
3,988,427
+131,610
415
$50.8M 0.04%
2,356,123
+129,629
416
$50.4M 0.04%
56,003
-21,441
417
$50.4M 0.04%
6,825,567
-43,210
418
$49.7M 0.04%
646,859
-56,232
419
$49.3M 0.04%
2,000,045
+1,761,761
420
$49.3M 0.04%
567,270
-71,100
421
$49.2M 0.04%
1,023,752
-109,762
422
$49.1M 0.04%
558,023
+105,695
423
$49M 0.04%
391,653
+764
424
$48.9M 0.04%
919,121
+189,127
425
$48.7M 0.04%
1,173,343
-326,958
15 16
17
18 19