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
451
$42.7M 0.03%
422,664
+40,112
452
$42.7M 0.03%
1,486,584
-86,841
453
$42.6M 0.03%
883,960
+86,860
454
$42.5M 0.03%
238,203
+20,444
455
$42.3M 0.03%
2,821,946
-149,335
456
$42.2M 0.03%
170,499
+32,094
457
$42.2M 0.03%
787,064
+125,709
458
$42M 0.03%
1,102,433
+680,384
459
$42M 0.03%
424,584
+48,309
460
$41.6M 0.03%
952,389
-9,858
461
$41.4M 0.03%
1,188,751
+204,596
462
$41.2M 0.03%
+4,666,332
463
$41M 0.03%
219,771
+75,229
464
$40.8M 0.03%
1,351,712
-22,418
465
$40.6M 0.03%
1,357,140
+1,035,255
466
$40.5M 0.03%
708,971
-1,210,142
467
$40.3M 0.03%
313,605
+25,780
468
$40.3M 0.03%
1,204,319
+355,872
469
$40.1M 0.03%
995,573
+113,515
470
$40M 0.03%
1,126,008
-12,927
471
$40M 0.03%
1,285,027
-239,723
472
$39.9M 0.03%
826,176
+128,003
473
$39.9M 0.03%
2,495,535
+1,246,170
474
$39.9M 0.03%
910,692
-628,561
475
$39.9M 0.03%
1,379,942
-59,514
17 18
19
20 21