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
2001
$2.54M ﹤0.01%
226,834
+18,560
2002
$2.54M ﹤0.01%
41,668
+67
2003
$2.53M ﹤0.01%
188,948
-140,698
2004
$2.53M ﹤0.01%
183,926
-29,245
2005
$2.53M ﹤0.01%
151,100
-29,572
2006
$2.53M ﹤0.01%
654,466
+64,314
2007
$2.52M ﹤0.01%
58,425
+15,500
2008
$2.52M ﹤0.01%
34,686
+213
2009
$2.51M ﹤0.01%
61,748
-17,724
2010
$2.51M ﹤0.01%
101,729
-56,472
2011
$2.5M ﹤0.01%
82,598
-55,642
2012
$2.5M ﹤0.01%
450,519
-64,269
2013
$2.49M ﹤0.01%
5,841
+158
2014
$2.48M ﹤0.01%
48,877
-8,365
2015
$2.48M ﹤0.01%
86,708
-89,911
2016
$2.47M ﹤0.01%
31,867
-76,569
2017
$2.47M ﹤0.01%
103,900
-1,004
2018
$2.47M ﹤0.01%
325,203
-73,308
2019
$2.46M ﹤0.01%
52,996
+8,088
2020
$2.46M ﹤0.01%
71,120
+25,880
2021
$2.45M ﹤0.01%
180,782
+127,029
2022
$2.45M ﹤0.01%
42,567
-10,125
2023
$2.45M ﹤0.01%
21,221
+7,629
2024
$2.45M ﹤0.01%
189,374
-1,544
2025
$2.44M ﹤0.01%
108,129
-17,427
79 80
81
82 83