UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
7,406
New
Increased
Reduced
Closed

Top Buys

1
+$777M
2
+$542M
3
+$451M
4
TWX
Time Warner Inc
TWX
+$445M
5
ACN icon
Accenture
ACN
+$335M

Top Sells

1
+$2.94B
2
+$1.05B
3
+$680M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$424M
5
LYV icon
Live Nation Entertainment
LYV
+$400M

Sector Composition

1 Financials 9.02%
2 Healthcare 8.73%
3 Technology 7.61%
4 Energy 7.06%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$2.96M ﹤0.01%
44,845
+13,415
1902
$2.95M ﹤0.01%
47,974
-16,730
1903
$2.95M ﹤0.01%
111,294
+56,676
1904
$2.95M ﹤0.01%
73,592
-163,155
1905
$2.95M ﹤0.01%
60,689
-56,829
1906
$2.95M ﹤0.01%
418,466
+67,504
1907
$2.95M ﹤0.01%
729,340
+54,171
1908
$2.94M ﹤0.01%
70,538
+63,227
1909
$2.94M ﹤0.01%
45,963
-292
1910
$2.94M ﹤0.01%
23,795
+5,498
1911
$2.93M ﹤0.01%
165,215
+130,517
1912
$2.93M ﹤0.01%
185,021
+109,226
1913
$2.92M ﹤0.01%
47,422
-27,233
1914
$2.92M ﹤0.01%
30,975
+3,489
1915
$2.91M ﹤0.01%
138,986
-17,530
1916
$2.9M ﹤0.01%
44,104
+3,341
1917
$2.9M ﹤0.01%
216,807
-2,643
1918
$2.89M ﹤0.01%
32,546
-2,544
1919
$2.87M ﹤0.01%
287,402
-90,272
1920
$2.87M ﹤0.01%
53,212
-190
1921
$2.86M ﹤0.01%
702,187
-9,992
1922
$2.86M ﹤0.01%
72,070
+32,005
1923
$2.86M ﹤0.01%
72,773
+9,673
1924
$2.86M ﹤0.01%
101,166
-1,353
1925
$2.85M ﹤0.01%
75,670
-12,897
75 76
77
78 79