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
26
$649M 0.52%
10,731,766
+244,234
27
$648M 0.52%
8,166,433
+770,205
28
$647M 0.52%
15,067,068
+4,162,550
29
$640M 0.51%
8,794,883
+7,345,970
30
$631M 0.51%
5,534,551
+2,334,207
31
$625M 0.5%
9,377,640
+100,897
32
$593M 0.48%
5,964,267
+486,331
33
$590M 0.47%
17,481,929
+5,438,221
34
$583M 0.47%
22,776,841
+861,225
35
$579M 0.46%
18,910,340
+2,194,106
36
$579M 0.46%
9,639,780
+841,646
37
$575M 0.46%
8,895,888
+6,362,196
38
$574M 0.46%
15,126,200
-18,947,700
39
$572M 0.46%
5,854,231
+962,840
40
$566M 0.45%
21,777,626
+2,181,414
41
$565M 0.45%
20,011,964
+6,426,262
42
$563M 0.45%
11,161,599
+143,747
43
$546M 0.44%
5,166,612
+115,654
44
$539M 0.43%
4,994,477
+140,893
45
$534M 0.43%
6,545,163
+750,830
46
$533M 0.43%
5,751,563
+61,068
47
$530M 0.43%
25,342,456
+3,522,332
48
$519M 0.42%
14,127,960
+4,060,006
49
$518M 0.42%
19,089,106
+1,493,145
50
$499M 0.4%
9,062,332
+1,957,408
1
2
3 4 5