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
2101
$2.2M ﹤0.01%
295,891
+6,233
2102
$2.2M ﹤0.01%
121,236
-2,216
2103
$2.2M ﹤0.01%
191,537
-2,900
2104
$2.19M ﹤0.01%
45,257
+44,548
2105
$2.19M ﹤0.01%
171,697
+34,271
2106
$2.19M ﹤0.01%
95,615
+5,188
2107
$2.19M ﹤0.01%
54,590
-13,268
2108
$2.19M ﹤0.01%
74,680
-4,374
2109
$2.18M ﹤0.01%
67,081
-55,071
2110
$2.18M ﹤0.01%
98,444
+97,060
2111
$2.18M ﹤0.01%
34,253
-3,398
2112
$2.18M ﹤0.01%
32,836
+25,927
2113
$2.17M ﹤0.01%
207,859
-14,204
2114
$2.17M ﹤0.01%
2,384
+1,479
2115
$2.16M ﹤0.01%
49,408
-8,652
2116
$2.16M ﹤0.01%
279,498
-26,936
2117
$2.15M ﹤0.01%
69,208
+25,935
2118
$2.15M ﹤0.01%
4,148
+82
2119
$2.15M ﹤0.01%
575,803
-910,986
2120
$2.15M ﹤0.01%
34,873
+14,600
2121
$2.14M ﹤0.01%
42,268
+13,766
2122
$2.14M ﹤0.01%
190,300
+32,382
2123
$2.14M ﹤0.01%
67,607
+57,193
2124
$2.14M ﹤0.01%
490,444
+62,849
2125
$2.14M ﹤0.01%
234,716
-10,729
83 84
85
86 87