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
$178B
AUM Growth
-$3.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,458
New
Increased
Reduced
Closed

Top Buys

1
+$488M
2
+$484M
3
+$429M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$426M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$322M

Top Sells

1
+$755M
2
+$563M
3
+$419M
4
PEP icon
PepsiCo
PEP
+$387M
5
META icon
Meta Platforms (Facebook)
META
+$386M

Sector Composition

1 Technology 10.62%
2 Financials 9.83%
3 Healthcare 7.35%
4 Industrials 6.64%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.16M ﹤0.01%
154,905
-1,164
2477
$2.16M ﹤0.01%
154,934
+38,255
2478
$2.16M ﹤0.01%
146,039
-69,742
2479
$2.15M ﹤0.01%
86,197
+23,846
2480
$2.15M ﹤0.01%
193,037
-41,372
2481
$2.15M ﹤0.01%
229,137
+104,713
2482
$2.15M ﹤0.01%
115,106
-512,227
2483
$2.15M ﹤0.01%
170,612
-58,820
2484
$2.14M ﹤0.01%
88,181
+10,426
2485
$2.13M ﹤0.01%
58,930
+48,051
2486
$2.13M ﹤0.01%
34,684
-20,365
2487
$2.13M ﹤0.01%
52,451
-16,890
2488
$2.12M ﹤0.01%
40,230
-543
2489
$2.12M ﹤0.01%
1,156,073
-1,470,904
2490
$2.11M ﹤0.01%
55,657
+10,335
2491
$2.11M ﹤0.01%
35,358
+11,428
2492
$2.1M ﹤0.01%
141,779
+140,268
2493
$2.1M ﹤0.01%
88,555
-1,975
2494
$2.1M ﹤0.01%
96,461
-33,051
2495
$2.1M ﹤0.01%
42,051
+5,030
2496
$2.09M ﹤0.01%
152,524
+20,239
2497
$2.09M ﹤0.01%
23,094
+6,022
2498
$2.09M ﹤0.01%
47,658
+6,057
2499
$2.09M ﹤0.01%
47,840
+5,880
2500
$2.09M ﹤0.01%
146,149
+64,717
98 99
100
101 102