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
526
$34.5M 0.03%
2,387,201
-741,642
527
$34.5M 0.03%
1,443,013
+189,348
528
$34.4M 0.03%
1,306,404
+455,562
529
$34.4M 0.03%
1,801,645
-57,081
530
$34.2M 0.03%
1,038,146
+70,260
531
$34.1M 0.03%
498,192
+11,661
532
$34.1M 0.03%
1,158,631
+208,649
533
$34.1M 0.03%
749,755
+37,206
534
$33.9M 0.03%
1,417,005
-32,166
535
$33.8M 0.03%
744,804
-285,835
536
$33.7M 0.03%
865,074
-218,443
537
$33.7M 0.03%
1,320,570
-409,402
538
$33.5M 0.03%
859,307
+596,043
539
$33.5M 0.03%
504,071
-15,066
540
$33.4M 0.03%
929,787
-180,799
541
$33.4M 0.03%
4,938,001
+983,889
542
$33.4M 0.03%
1,483,080
+350,682
543
$33.4M 0.03%
589,843
+237,344
544
$33.3M 0.03%
859,485
+99,322
545
$33.2M 0.03%
238,432
-23,714
546
$33.2M 0.03%
392,842
+42,537
547
$33.2M 0.03%
3,058,206
+2,864,189
548
$33M 0.03%
1,119,761
-118,053
549
$32.9M 0.03%
2,496,417
-1,450,090
550
$32.8M 0.03%
1,496,610
-803,691
20 21
22
23 24