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
3526
$436K ﹤0.01%
8,978
-75
3527
$436K ﹤0.01%
70,565
+56,840
3528
$435K ﹤0.01%
6,354
-501
3529
$434K ﹤0.01%
21,870
-11,841
3530
$431K ﹤0.01%
22,855
-1,714
3531
$430K ﹤0.01%
19,308
+775
3532
$429K ﹤0.01%
9,297
-12,426
3533
$428K ﹤0.01%
8,259
-4,978
3534
$428K ﹤0.01%
6,242
-24,939
3535
$428K ﹤0.01%
10,647
+1,957
3536
$428K ﹤0.01%
25,319
-5
3537
$427K ﹤0.01%
25,609
+2,130
3538
$427K ﹤0.01%
49,783
+14,835
3539
$427K ﹤0.01%
9,053
-985
3540
$426K ﹤0.01%
28,860
+889
3541
$425K ﹤0.01%
25,571
-1,987
3542
$425K ﹤0.01%
40,979
+39,667
3543
$423K ﹤0.01%
18,869
-19,161
3544
$423K ﹤0.01%
13,202
+11,592
3545
$423K ﹤0.01%
29,476
+5,754
3546
$422K ﹤0.01%
11,637
+3,038
3547
$422K ﹤0.01%
9,473
-2,031
3548
$422K ﹤0.01%
25,480
+21,954
3549
$421K ﹤0.01%
2,719
-745
3550
$421K ﹤0.01%
3,519
-1,129
140 141
142
143 144