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
426
$48.4M 0.04%
766,023
+162,687
427
$48.2M 0.04%
1,588,119
+82,916
428
$48.2M 0.04%
631,756
+54,954
429
$48.1M 0.04%
453,071
+335,581
430
$47.3M 0.04%
525,441
+451,743
431
$46.9M 0.04%
1,024,284
-86,724
432
$46.9M 0.04%
719,824
+48,967
433
$46.6M 0.04%
561,156
+178,288
434
$46.4M 0.04%
645,171
-303,283
435
$46.1M 0.04%
241,893
+135,541
436
$45.9M 0.04%
1,522,020
+2,498
437
$45.8M 0.04%
811,551
+49,474
438
$45.6M 0.04%
2,405,299
-1,110,236
439
$45.4M 0.04%
911,174
-674,207
440
$45.3M 0.04%
2,479,252
+263,000
441
$45.3M 0.04%
1,327,077
+88,499
442
$44.9M 0.04%
1,782,707
-293,202
443
$43.8M 0.04%
974,862
-165,407
444
$43.4M 0.03%
1,232,802
-11,980
445
$43.3M 0.03%
569,784
+955
446
$43.2M 0.03%
512,176
+213,293
447
$43M 0.03%
1,087,995
-271,529
448
$43M 0.03%
414,891
+48,039
449
$42.9M 0.03%
749,388
+31,482
450
$42.8M 0.03%
+2,671,424
16 17
18
19 20