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
3301
$641K ﹤0.01%
7,711
-1,999
3302
$641K ﹤0.01%
32,706
+13,428
3303
$639K ﹤0.01%
73,957
-58,193
3304
$634K ﹤0.01%
231,365
-23,205
3305
$634K ﹤0.01%
19,605
+282
3306
$632K ﹤0.01%
28,140
+1,907
3307
$630K ﹤0.01%
13,817
+7,785
3308
$629K ﹤0.01%
32,378
-23,008
3309
$625K ﹤0.01%
16,426
-10,131
3310
$624K ﹤0.01%
16,047
+3,172
3311
$624K ﹤0.01%
14,209
-750
3312
$623K ﹤0.01%
3,026
+278
3313
$623K ﹤0.01%
53,223
+52,023
3314
$622K ﹤0.01%
16,283
-73,668
3315
$621K ﹤0.01%
9,868
-1,082
3316
$621K ﹤0.01%
3,954
+1,026
3317
$620K ﹤0.01%
48,359
+9,800
3318
$619K ﹤0.01%
301,726
+127,112
3319
$619K ﹤0.01%
246
-174
3320
$619K ﹤0.01%
44,700
+618
3321
$618K ﹤0.01%
65,991
-5,316
3322
$617K ﹤0.01%
+21,032
3323
$616K ﹤0.01%
27,907
+20,932
3324
$616K ﹤0.01%
8,126
+80
3325
$615K ﹤0.01%
71,172
-38,413
131 132
133
134 135