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
2126
$2.14M ﹤0.01%
234,716
-10,729
2127
$2.14M ﹤0.01%
88,235
-22,575
2128
$2.13M ﹤0.01%
66,842
+480
2129
$2.13M ﹤0.01%
47,015
-12,547
2130
$2.13M ﹤0.01%
59,814
+35,524
2131
$2.12M ﹤0.01%
3,554
+2,162
2132
$2.12M ﹤0.01%
87,248
+161
2133
$2.12M ﹤0.01%
145,326
+81,764
2134
$2.12M ﹤0.01%
219,655
+5,200
2135
$2.12M ﹤0.01%
153,262
+15,199
2136
$2.11M ﹤0.01%
31,290
+29,713
2137
$2.11M ﹤0.01%
48,517
+40,017
2138
$2.11M ﹤0.01%
43,229
+7,212
2139
$2.11M ﹤0.01%
23,585
-6,105
2140
$2.1M ﹤0.01%
23,281
-32,206
2141
$2.1M ﹤0.01%
125,060
-301,786
2142
$2.1M ﹤0.01%
135,073
+964
2143
$2.09M ﹤0.01%
180,505
+23,892
2144
$2.09M ﹤0.01%
101,038
+14,484
2145
$2.08M ﹤0.01%
68,097
+13,921
2146
$2.08M ﹤0.01%
161,639
+16,778
2147
$2.07M ﹤0.01%
77,687
-8,749
2148
$2.07M ﹤0.01%
146,991
-38,650
2149
$2.06M ﹤0.01%
40,003
+526
2150
$2.06M ﹤0.01%
135,619
+85,014
84 85
86
87 88