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
$206B
AUM Growth
-$7.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,506
New
Increased
Reduced
Closed

Top Buys

1
+$469M
2
+$352M
3
+$337M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$316M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$292M

Top Sells

1
+$1.92B
2
+$1.46B
3
+$547M
4
MSFT icon
Microsoft
MSFT
+$461M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$433M

Sector Composition

1 Technology 11.91%
2 Financials 8.46%
3 Healthcare 7.89%
4 Consumer Discretionary 7.24%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$1.59M ﹤0.01%
73,559
-45,272
2802
$1.59M ﹤0.01%
168,136
+21,096
2803
$1.59M ﹤0.01%
175,717
+76,912
2804
$1.59M ﹤0.01%
21,610
-4,782
2805
$1.59M ﹤0.01%
17,323
-8,725
2806
$1.59M ﹤0.01%
36,346
+1,258
2807
$1.58M ﹤0.01%
25,525
+18,478
2808
$1.58M ﹤0.01%
53,995
+13,284
2809
$1.57M ﹤0.01%
56,512
+37,660
2810
$1.57M ﹤0.01%
485,012
+216,121
2811
$1.56M ﹤0.01%
47,415
+1,051
2812
$1.56M ﹤0.01%
562,857
+242,397
2813
$1.56M ﹤0.01%
9,670
+1,808
2814
$1.56M ﹤0.01%
43,839
+774
2815
$1.56M ﹤0.01%
42,744
+12,125
2816
$1.56M ﹤0.01%
33,304
+17,867
2817
$1.55M ﹤0.01%
21,991
+11,006
2818
$1.55M ﹤0.01%
24,513
+8,063
2819
$1.55M ﹤0.01%
25,635
-1,815
2820
$1.55M ﹤0.01%
99,716
-16,041
2821
$1.55M ﹤0.01%
101,832
-4,680
2822
$1.55M ﹤0.01%
15,279
+9,080
2823
$1.55M ﹤0.01%
281,242
+37,155
2824
$1.54M ﹤0.01%
275,199
+59,606
2825
$1.54M ﹤0.01%
147,285
-13,924
111 112
113
114 115