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
176
$169M 0.11%
5,051,371
+1,383,544
177
$168M 0.11%
1,819,666
+187,170
178
$166M 0.11%
1,669,560
+176,653
179
$163M 0.11%
1,870,119
+14,498
180
$162M 0.1%
2,803,640
+394,447
181
$161M 0.1%
1,944,028
+1,883,584
182
$160M 0.1%
3,176,092
+326,622
183
$160M 0.1%
1,200,554
+143,176
184
$160M 0.1%
987,738
+162,249
185
$159M 0.1%
3,272,309
-27,336
186
$158M 0.1%
1,309,581
+8,667
187
$155M 0.1%
10,223,089
+3,326,941
188
$154M 0.1%
2,406,152
+73,847
189
$153M 0.1%
2,289,929
-357,694
190
$152M 0.1%
9,168,568
+3,845,797
191
$150M 0.1%
3,512,468
-1,101,462
192
$149M 0.1%
5,100,750
-284,059
193
$149M 0.1%
3,563,396
+1,443,561
194
$149M 0.1%
1,980,600
+159,085
195
$149M 0.1%
484,849
+284,807
196
$147M 0.1%
2,144,421
+236,298
197
$147M 0.1%
10,135,320
+1,818,530
198
$147M 0.1%
2,152,512
+440,588
199
$144M 0.09%
1,035,143
+175,224
200
$143M 0.09%
3,011,347
+95,647
6 7
8
9 10