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
1926
$2.85M ﹤0.01%
17,858
-10,716
1927
$2.85M ﹤0.01%
+145,000
1928
$2.84M ﹤0.01%
280,635
+41,381
1929
$2.83M ﹤0.01%
128,152
+58,543
1930
$2.82M ﹤0.01%
91,684
+6,336
1931
$2.82M ﹤0.01%
293,023
+138,777
1932
$2.81M ﹤0.01%
66,309
+4,941
1933
$2.81M ﹤0.01%
138,342
-130,106
1934
$2.81M ﹤0.01%
50,337
-23,175
1935
$2.81M ﹤0.01%
380,797
-1,501
1936
$2.8M ﹤0.01%
56,366
+7,411
1937
$2.8M ﹤0.01%
309,608
+133,161
1938
$2.79M ﹤0.01%
48,864
+7,083
1939
$2.79M ﹤0.01%
392,066
+53,135
1940
$2.78M ﹤0.01%
31,506
+11,508
1941
$2.77M ﹤0.01%
80,125
+5,581
1942
$2.77M ﹤0.01%
180,937
+14,750
1943
$2.77M ﹤0.01%
56,481
+5,168
1944
$2.77M ﹤0.01%
116,604
+4,221
1945
$2.76M ﹤0.01%
8,440
+6,474
1946
$2.76M ﹤0.01%
31,105
+24,177
1947
$2.75M ﹤0.01%
40,145
-7,210
1948
$2.74M ﹤0.01%
192,667
-5,989
1949
$2.74M ﹤0.01%
92,214
+27,199
1950
$2.74M ﹤0.01%
12,751
+4,254
76 77
78
79 80