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
1951
$2.74M ﹤0.01%
78,271
+1,616
1952
$2.74M ﹤0.01%
23,700
-59,130
1953
$2.74M ﹤0.01%
125,741
-6,195
1954
$2.73M ﹤0.01%
184,097
-40,969
1955
$2.73M ﹤0.01%
43,076
+24,541
1956
$2.73M ﹤0.01%
97,495
-10,541
1957
$2.73M ﹤0.01%
46,535
+31,684
1958
$2.73M ﹤0.01%
914,962
+518,806
1959
$2.72M ﹤0.01%
5,685
+2,385
1960
$2.71M ﹤0.01%
79,115
-21,822
1961
$2.71M ﹤0.01%
72,186
+4,213
1962
$2.71M ﹤0.01%
59,681
-25,094
1963
$2.71M ﹤0.01%
64,496
-114,740
1964
$2.7M ﹤0.01%
42,918
+2,903
1965
$2.69M ﹤0.01%
110,718
+15,589
1966
$2.69M ﹤0.01%
43,336
+18,696
1967
$2.68M ﹤0.01%
181,996
-82,990
1968
$2.68M ﹤0.01%
205,662
+57,622
1969
$2.68M ﹤0.01%
42,239
+23,321
1970
$2.68M ﹤0.01%
198,484
+570
1971
$2.67M ﹤0.01%
186,617
-893
1972
$2.67M ﹤0.01%
52,768
+7,397
1973
$2.65M ﹤0.01%
47,700
-67,779
1974
$2.65M ﹤0.01%
123,429
+16,810
1975
$2.65M ﹤0.01%
110,134
-61,529
77 78
79
80 81