UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$482M 0.31%
12,252,667
+11,954,698
52
$478M 0.31%
6,850,874
-613,475
53
$477M 0.31%
6,619,387
-1,513,657
54
$473M 0.31%
28,091,769
+8,779,124
55
$460M 0.3%
8,469,863
+1,484,203
56
$434M 0.28%
3,615,919
+485,293
57
$428M 0.28%
9,264,179
+653,168
58
$427M 0.28%
7,202,422
+78,170
59
$427M 0.28%
12,624,260
+4,148,580
60
$422M 0.27%
5,477,556
-80,740
61
$421M 0.27%
12,570,734
-524,238
62
$419M 0.27%
4,656,557
+273,725
63
$417M 0.27%
11,890,574
+8,243,811
64
$412M 0.27%
4,020,036
-35,377
65
$411M 0.27%
14,206,612
+1,641,556
66
$407M 0.26%
14,605,920
+2,381,350
67
$400M 0.26%
15,415,368
+802,832
68
$395M 0.26%
14,188,222
+568,172
69
$390M 0.25%
6,658,895
+62,963
70
$390M 0.25%
3,255,510
+426,328
71
$383M 0.25%
5,096,616
+1,219,000
72
$378M 0.25%
5,566,073
-1,394,330
73
$374M 0.24%
3,575,263
+3,171,348
74
$371M 0.24%
5,500,211
-464,589
75
$366M 0.24%
6,289,865
+865,276
1 2
3
4 5