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
2201
$1.92M ﹤0.01%
17,126
+6,989
2202
$1.92M ﹤0.01%
34,150
-41,324
2203
$1.92M ﹤0.01%
73,654
-9,762
2204
$1.91M ﹤0.01%
14,943
+13,492
2205
$1.91M ﹤0.01%
143,612
+121,677
2206
$1.91M ﹤0.01%
302,684
-808,521
2207
$1.9M ﹤0.01%
142,199
-21,134
2208
$1.9M ﹤0.01%
15,793
+12,446
2209
$1.9M ﹤0.01%
185,518
-98,915
2210
$1.9M ﹤0.01%
180,067
-115,223
2211
$1.9M ﹤0.01%
42,914
-5,344
2212
$1.9M ﹤0.01%
30,302
-7,047
2213
$1.9M ﹤0.01%
31,146
-10,956
2214
$1.89M ﹤0.01%
837,086
+110,875
2215
$1.89M ﹤0.01%
21,052
+2,834
2216
$1.89M ﹤0.01%
48,933
+17,903
2217
$1.89M ﹤0.01%
103,325
+11,056
2218
$1.89M ﹤0.01%
39,189
-22,465
2219
$1.88M ﹤0.01%
133,561
+7,218
2220
$1.88M ﹤0.01%
71,668
+65,127
2221
$1.88M ﹤0.01%
38,016
+510
2222
$1.88M ﹤0.01%
59,101
-6,373
2223
$1.88M ﹤0.01%
53,819
+7,011
2224
$1.86M ﹤0.01%
38,438
-1,106
2225
$1.86M ﹤0.01%
140,685
+50,766
87 88
89
90 91