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
2326
$1.64M ﹤0.01%
73,801
+2
2327
$1.64M ﹤0.01%
65,596
+15,577
2328
$1.64M ﹤0.01%
144,302
+1,291
2329
$1.64M ﹤0.01%
31,855
+16,162
2330
$1.64M ﹤0.01%
19,749
+169
2331
$1.63M ﹤0.01%
1,601,933
-124,135
2332
$1.63M ﹤0.01%
32,237
-1,035
2333
$1.63M ﹤0.01%
15,978
+2,371
2334
$1.63M ﹤0.01%
74,737
+15,601
2335
$1.63M ﹤0.01%
166,965
-34,853
2336
$1.62M ﹤0.01%
32,642
-7,383
2337
$1.62M ﹤0.01%
56,251
+35,399
2338
$1.62M ﹤0.01%
80,413
-1,593
2339
$1.62M ﹤0.01%
117,263
-50,966
2340
$1.62M ﹤0.01%
59,863
-22,047
2341
$1.62M ﹤0.01%
223,114
+222,214
2342
$1.61M ﹤0.01%
69,858
+2,103
2343
$1.61M ﹤0.01%
70,968
-3,141
2344
$1.61M ﹤0.01%
37,685
+30,209
2345
$1.61M ﹤0.01%
85,810
-3,540
2346
$1.6M ﹤0.01%
27,368
-9,558
2347
$1.6M ﹤0.01%
60,889
-7,312
2348
$1.6M ﹤0.01%
36,435
-7,355
2349
$1.59M ﹤0.01%
54,741
-91,784
2350
$1.59M ﹤0.01%
44,091
-43,948
92 93
94
95 96