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
76
$360M 0.23%
6,568,945
+448,417
77
$360M 0.23%
5,754,766
+1,446,028
78
$359M 0.23%
4,615,628
+1,334,951
79
$356M 0.23%
2,507,466
+376,962
80
$356M 0.23%
4,639,226
+76,076
81
$354M 0.23%
5,142,689
+1,068,512
82
$354M 0.23%
1,131,390
-408,899
83
$353M 0.23%
2,800,207
+79,679
84
$352M 0.23%
3,599,889
+9,433
85
$339M 0.22%
4,337,473
-412,088
86
$337M 0.22%
10,304,075
+2,000,352
87
$335M 0.22%
2,536,207
+504,194
88
$330M 0.21%
3,049,544
+209,680
89
$325M 0.21%
6,444,266
+2,373,430
90
$322M 0.21%
1,570,147
+132,741
91
$316M 0.21%
6,315,899
-323,144
92
$316M 0.21%
6,043,746
+464,640
93
$315M 0.2%
7,353,275
+1,228,193
94
$308M 0.2%
2,787,976
+193,504
95
$308M 0.2%
2,823,767
-148,068
96
$306M 0.2%
4,904,470
+527,670
97
$303M 0.2%
22,081,318
+12,175,552
98
$296M 0.19%
3,001,724
+887,525
99
$296M 0.19%
8,394,343
-4,077,106
100
$295M 0.19%
4,362,947
-347,576
2 3
4
5 6