UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
1
$7.72B 5.01%
37,858,028
-14,310,027
2
$2.04B 1.32%
105,307,237
+1,860,676
3
$1.88B 1.22%
71,370,680
+4,728,240
4
$1.56B 1.01%
28,094,856
+2,211,846
5
$1.29B 0.83%
37,309,036
+9,236,017
6
$1.2B 0.78%
20,378,802
+1,080,636
7
$1.19B 0.77%
10,539,015
-569,206
8
$1.12B 0.73%
7,486,898
+375,024
9
$970M 0.63%
7,331,330
+449,908
10
$859M 0.56%
8,364,393
+1,422,909
11
$835M 0.54%
5,775,507
+634,734
12
$817M 0.53%
+21,001,960
13
$791M 0.51%
7,913,441
+379,181
14
$791M 0.51%
7,554,615
+1,223,814
15
$784M 0.51%
11,876,196
-1,538,293
16
$743M 0.48%
6,637,982
+792,860
17
$739M 0.48%
27,479,606
-1,996,742
18
$738M 0.48%
9,134,715
+818,773
19
$725M 0.47%
6,812,815
+777,002
20
$722M 0.47%
6,924,791
+454,538
21
$721M 0.47%
7,121,595
+1,201,840
22
$691M 0.45%
8,978,233
+405,194
23
$690M 0.45%
5,841,240
+2,259,298
24
$689M 0.45%
8,833,661
+1,234,630
25
$649M 0.42%
6,176,496
+72,041
1
2 3 4 5