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
2351
$1.59M ﹤0.01%
44,091
-43,948
2352
$1.59M ﹤0.01%
26,386
+10,455
2353
$1.59M ﹤0.01%
138,955
+27,591
2354
$1.59M ﹤0.01%
36,696
+15,946
2355
$1.59M ﹤0.01%
49,967
+48,187
2356
$1.58M ﹤0.01%
113,564
+3,471
2357
$1.58M ﹤0.01%
62,283
+35,787
2358
$1.58M ﹤0.01%
53,189
-250,503
2359
$1.57M ﹤0.01%
17,692
-150
2360
$1.57M ﹤0.01%
30,450
+2,985
2361
$1.57M ﹤0.01%
37,492
-506
2362
$1.57M ﹤0.01%
43,528
-95,227
2363
$1.57M ﹤0.01%
26,034
-1,090
2364
$1.57M ﹤0.01%
33,738
-3,270
2365
$1.56M ﹤0.01%
181,734
-17,034
2366
$1.56M ﹤0.01%
25,973
-37,602
2367
$1.56M ﹤0.01%
98,278
-2,289
2368
$1.56M ﹤0.01%
34,510
-9,751
2369
$1.56M ﹤0.01%
152,355
-9,994
2370
$1.56M ﹤0.01%
79,083
-41,961
2371
$1.56M ﹤0.01%
52,166
-174,632
2372
$1.55M ﹤0.01%
115,706
+20,036
2373
$1.55M ﹤0.01%
60,664
+59,164
2374
$1.55M ﹤0.01%
153,217
+21,182
2375
$1.54M ﹤0.01%
50,677
-4,197
93 94
95
96 97