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
2376
$1.54M ﹤0.01%
52,940
+14,154
2377
$1.54M ﹤0.01%
113,063
+7,714
2378
$1.54M ﹤0.01%
69,398
-108,668
2379
$1.54M ﹤0.01%
104,131
+6,155
2380
$1.54M ﹤0.01%
174,009
-1,963
2381
$1.53M ﹤0.01%
64,258
-26,791
2382
$1.53M ﹤0.01%
68,661
+3,989
2383
$1.53M ﹤0.01%
36,522
-1,109
2384
$1.52M ﹤0.01%
96,864
-9,112
2385
$1.52M ﹤0.01%
65,322
+3,708
2386
$1.52M ﹤0.01%
2,089
+1,325
2387
$1.52M ﹤0.01%
59,059
+58,878
2388
$1.52M ﹤0.01%
+53,606
2389
$1.52M ﹤0.01%
113,123
-6,223
2390
$1.51M ﹤0.01%
25,257
+7,203
2391
$1.51M ﹤0.01%
58,339
-5,398
2392
$1.51M ﹤0.01%
63,473
-3,645
2393
$1.51M ﹤0.01%
20,839
+15,256
2394
$1.51M ﹤0.01%
3,964
-5,317
2395
$1.5M ﹤0.01%
52,104
-19,681
2396
$1.5M ﹤0.01%
18,830
-831
2397
$1.5M ﹤0.01%
56,159
+35,934
2398
$1.5M ﹤0.01%
28,716
+24,870
2399
$1.5M ﹤0.01%
28,091
-59,580
2400
$1.49M ﹤0.01%
53,539
+51,627
94 95
96
97 98