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
151
$209M 0.14%
3,873,215
+464,652
152
$208M 0.14%
2,561,913
-2,517,476
153
$207M 0.13%
2,602,832
+311,948
154
$207M 0.13%
8,043,847
-902,293
155
$204M 0.13%
1,080,511
-211,568
156
$203M 0.13%
1,995,456
+168,469
157
$201M 0.13%
2,862,776
-707,647
158
$200M 0.13%
1,987,887
+565,597
159
$200M 0.13%
7,493,447
+390,163
160
$198M 0.13%
1,863,548
+120,717
161
$198M 0.13%
5,811,279
+3,045,461
162
$197M 0.13%
1,485,925
+910,382
163
$195M 0.13%
3,722,522
-6,056,159
164
$195M 0.13%
3,593,390
+70,837
165
$194M 0.13%
5,299,262
+660,352
166
$190M 0.12%
4,226,164
-2,857,251
167
$187M 0.12%
2,229,199
+92,707
168
$185M 0.12%
4,128,561
+325,885
169
$180M 0.12%
3,924,632
+602,658
170
$178M 0.12%
10,734,023
-2,398,941
171
$178M 0.12%
3,322,450
+259,640
172
$176M 0.11%
4,199,339
+1,302,195
173
$176M 0.11%
1,433,778
+152,649
174
$175M 0.11%
1,553,423
+67,151
175
$169M 0.11%
7,553,035
-1,562,982
5 6
7
8 9