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
1976
$2.63M ﹤0.01%
170,719
+36,299
1977
$2.62M ﹤0.01%
75,965
-15,148
1978
$2.62M ﹤0.01%
149,053
-26,805
1979
$2.61M ﹤0.01%
76,714
-39,125
1980
$2.61M ﹤0.01%
155,130
-57,512
1981
$2.61M ﹤0.01%
57,663
+7,902
1982
$2.61M ﹤0.01%
103,018
-38,590
1983
$2.61M ﹤0.01%
48,637
+17,262
1984
$2.6M ﹤0.01%
47,803
+7,578
1985
$2.6M ﹤0.01%
61,388
+10,447
1986
$2.6M ﹤0.01%
47,829
+35,726
1987
$2.59M ﹤0.01%
29,062
-3,647
1988
$2.59M ﹤0.01%
98,017
-9,701
1989
$2.59M ﹤0.01%
177,821
+39,016
1990
$2.58M ﹤0.01%
65,820
+3,930
1991
$2.58M ﹤0.01%
166,570
+56,311
1992
$2.58M ﹤0.01%
224,341
+90,925
1993
$2.58M ﹤0.01%
127,016
+25,963
1994
$2.57M ﹤0.01%
61,059
-36,410
1995
$2.57M ﹤0.01%
16,019
+5,102
1996
$2.56M ﹤0.01%
44,701
-21,593
1997
$2.56M ﹤0.01%
52,800
-3,220
1998
$2.55M ﹤0.01%
214,009
-6,871
1999
$2.54M ﹤0.01%
78,835
+3,782
2000
$2.54M ﹤0.01%
300,296
-66,206
78 79
80
81 82