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
101
$295M 0.19%
2,242,256
+295,907
102
$291M 0.19%
7,421,522
-874,641
103
$288M 0.19%
3,685,074
-685,145
104
$283M 0.18%
1,112,587
-322,880
105
$282M 0.18%
8,747,058
+12,214
106
$279M 0.18%
5,023,638
+941,687
107
$278M 0.18%
7,835,724
+764,212
108
$278M 0.18%
7,050,738
+989,929
109
$276M 0.18%
3,274,593
-527,241
110
$272M 0.18%
19,331,572
+987,290
111
$272M 0.18%
2,821,456
+170,511
112
$268M 0.17%
4,439,921
+606,476
113
$264M 0.17%
4,001,469
+18,485
114
$262M 0.17%
1,330,054
+234,870
115
$262M 0.17%
1,614,776
+303,444
116
$261M 0.17%
2,357,962
+458,803
117
$260M 0.17%
3,353,526
+488,098
118
$259M 0.17%
5,053,530
+162,085
119
$258M 0.17%
6,440,836
+440,416
120
$258M 0.17%
2,929,305
+307,093
121
$254M 0.16%
3,666,240
+3,324,515
122
$250M 0.16%
5,015,392
-387,317
123
$248M 0.16%
2,383,783
+41,691
124
$247M 0.16%
12,066,231
+3,135,405
125
$246M 0.16%
2,178,192
-918,030
3 4
5
6 7