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
2151
$2.06M ﹤0.01%
56,376
-8,583
2152
$2.06M ﹤0.01%
84,606
+42,040
2153
$2.05M ﹤0.01%
31,182
-159
2154
$2.05M ﹤0.01%
162,642
-102,064
2155
$2.05M ﹤0.01%
67,871
+5,432
2156
$2.05M ﹤0.01%
49,287
+14,317
2157
$2.05M ﹤0.01%
136,503
-25,434
2158
$2.05M ﹤0.01%
24,322
-4,002
2159
$2.05M ﹤0.01%
72,883
-32,007
2160
$2.04M ﹤0.01%
82,764
-142,837
2161
$2.04M ﹤0.01%
20,995
+4,942
2162
$2.04M ﹤0.01%
157,333
-3,375
2163
$2.04M ﹤0.01%
172,999
+152,595
2164
$2.04M ﹤0.01%
71,266
-17,558
2165
$2.02M ﹤0.01%
73,118
-21,759
2166
$2.01M ﹤0.01%
35,758
+22,842
2167
$2.01M ﹤0.01%
129,318
-52,769
2168
$2.01M ﹤0.01%
204,018
-57,638
2169
$2.01M ﹤0.01%
47,728
-1,419
2170
$2M ﹤0.01%
153,991
-1,783
2171
$2M ﹤0.01%
199,516
+97,007
2172
$2M ﹤0.01%
57,653
+425
2173
$2M ﹤0.01%
65,640
+19,709
2174
$2M ﹤0.01%
121,610
+92,455
2175
$1.99M ﹤0.01%
220,601
-132,014
85 86
87
88 89