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
2051
$2.36M ﹤0.01%
107,710
-1,244
2052
$2.36M ﹤0.01%
66,286
+15,495
2053
$2.35M ﹤0.01%
172,413
+12,780
2054
$2.35M ﹤0.01%
77,908
+32,661
2055
$2.35M ﹤0.01%
46,333
-79,400
2056
$2.35M ﹤0.01%
26,012
+5,108
2057
$2.35M ﹤0.01%
198,349
-139,372
2058
$2.35M ﹤0.01%
464,405
-12,203
2059
$2.34M ﹤0.01%
99,091
+21,273
2060
$2.34M ﹤0.01%
193,810
-25,636
2061
$2.33M ﹤0.01%
41,079
+3,765
2062
$2.33M ﹤0.01%
30,393
-6,151
2063
$2.33M ﹤0.01%
301,319
-56,681
2064
$2.33M ﹤0.01%
510,866
-41,240
2065
$2.32M ﹤0.01%
54,633
+4,299
2066
$2.32M ﹤0.01%
+23,600
2067
$2.32M ﹤0.01%
164,457
+3,804
2068
$2.31M ﹤0.01%
11,746
+8,537
2069
$2.31M ﹤0.01%
112,710
-4,699
2070
$2.31M ﹤0.01%
64,065
-4,852
2071
$2.3M ﹤0.01%
228,827
+7,804
2072
$2.29M ﹤0.01%
109,917
-25,516
2073
$2.29M ﹤0.01%
+95,000
2074
$2.29M ﹤0.01%
181,853
+4,323
2075
$2.29M ﹤0.01%
199,889
+95,644
81 82
83
84 85