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
551
$32.8M 0.02%
921,424
+56,894
552
$32.6M 0.02%
753,507
+18,755
553
$32.5M 0.02%
793,389
-41,018
554
$32.5M 0.02%
6,389,742
+2,362,515
555
$32.5M 0.02%
419,649
+98,346
556
$32.1M 0.02%
812,940
-53,238
557
$32.1M 0.02%
187,360
+70,283
558
$31.9M 0.02%
369,141
+59,289
559
$31.9M 0.02%
1,240,820
-930,644
560
$31.9M 0.02%
2,053,047
+102,848
561
$31.8M 0.02%
263,229
+35,673
562
$31.8M 0.02%
11,871,265
+1,302,954
563
$31.8M 0.02%
1,093,629
+199,341
564
$31.7M 0.02%
2,000,771
+1,989,203
565
$31.6M 0.02%
1,164,919
+222,280
566
$31.6M 0.02%
2,307,151
+1,647,527
567
$31.6M 0.02%
1,949,446
-115,906
568
$31.5M 0.02%
1,541,231
-456,456
569
$31.4M 0.02%
1,764,121
+43,879
570
$31M 0.02%
673,201
-86,643
571
$31M 0.02%
2,141,920
+1,393,180
572
$31M 0.02%
216,585
+145,256
573
$30.8M 0.02%
944,189
+235,176
574
$30.2M 0.02%
698,202
-29,957
575
$30.2M 0.02%
1,169,008
-428,331
21 22
23
24 25