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
1926
$2.85M ﹤0.01%
+145,000
1927
$2.84M ﹤0.01%
280,635
+41,381
1928
$2.83M ﹤0.01%
128,152
+58,543
1929
$2.82M ﹤0.01%
91,684
+6,336
1930
$2.82M ﹤0.01%
293,023
+138,777
1931
$2.81M ﹤0.01%
66,309
+4,941
1932
$2.81M ﹤0.01%
138,342
-130,106
1933
$2.81M ﹤0.01%
50,337
-23,175
1934
$2.81M ﹤0.01%
380,797
-1,501
1935
$2.8M ﹤0.01%
56,366
+7,411
1936
$2.8M ﹤0.01%
309,608
+133,161
1937
$2.79M ﹤0.01%
48,864
+7,083
1938
$2.79M ﹤0.01%
392,066
+53,135
1939
$2.78M ﹤0.01%
31,506
+11,508
1940
$2.77M ﹤0.01%
80,125
+5,581
1941
$2.77M ﹤0.01%
180,937
+14,750
1942
$2.77M ﹤0.01%
56,481
+5,168
1943
$2.77M ﹤0.01%
116,604
+4,221
1944
$2.76M ﹤0.01%
8,440
+6,474
1945
$2.76M ﹤0.01%
31,105
+24,177
1946
$2.75M ﹤0.01%
40,145
-7,210
1947
$2.74M ﹤0.01%
192,667
-5,989
1948
$2.74M ﹤0.01%
92,214
+27,199
1949
$2.74M ﹤0.01%
12,751
+4,254
1950
$2.74M ﹤0.01%
78,271
+1,616
76 77
78
79 80