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
126
$241M 0.16%
10,247,862
+1,542,181
127
$240M 0.16%
4,957,224
-2,068,423
128
$240M 0.16%
4,803,060
+571,084
129
$240M 0.16%
7,047,147
+2,722,269
130
$238M 0.15%
4,599,700
+90,006
131
$238M 0.15%
10,287,036
-519,235
132
$235M 0.15%
8,652,917
+42,266
133
$231M 0.15%
3,840,289
+1,392,600
134
$231M 0.15%
5,592,172
-760,580
135
$231M 0.15%
2,709,615
+107,312
136
$229M 0.15%
5,318,121
+1,010,808
137
$226M 0.15%
1,918,800
+241,578
138
$225M 0.15%
1,201,607
+292,416
139
$224M 0.15%
4,226,470
-1,720,554
140
$224M 0.15%
5,176,709
-1,521,167
141
$223M 0.14%
2,800,339
+963,271
142
$223M 0.14%
13,190,595
+1,878,570
143
$220M 0.14%
4,425,682
-177,036
144
$219M 0.14%
1,918,565
+158,570
145
$216M 0.14%
10,009,310
+3,855,231
146
$216M 0.14%
6,702,536
-2,045,734
147
$216M 0.14%
3,593,033
+405,105
148
$214M 0.14%
2,711,776
+31,592
149
$213M 0.14%
2,888,574
+310,453
150
$212M 0.14%
2,395,758
+292,346
4 5
6
7 8