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
3576
$397K ﹤0.01%
20,920
-108
3577
$396K ﹤0.01%
54,910
+38,105
3578
$396K ﹤0.01%
21,047
+1,144
3579
$395K ﹤0.01%
42,040
+2,800
3580
$395K ﹤0.01%
28,668
-4,755
3581
$394K ﹤0.01%
9,237
-3,705
3582
$394K ﹤0.01%
+1,551
3583
$393K ﹤0.01%
8,049
-673
3584
$393K ﹤0.01%
7,017
-3,715
3585
$391K ﹤0.01%
11,818
+559
3586
$391K ﹤0.01%
16,846
+5,309
3587
$390K ﹤0.01%
21,100
-47,143
3588
$390K ﹤0.01%
11,287
+63
3589
$389K ﹤0.01%
33,962
-933
3590
$387K ﹤0.01%
10,284
+1,078
3591
$387K ﹤0.01%
15,147
+14,737
3592
$386K ﹤0.01%
57,701
+57,000
3593
$384K ﹤0.01%
16,797
-734
3594
$384K ﹤0.01%
32,950
-19,657
3595
$383K ﹤0.01%
20,485
-97
3596
$382K ﹤0.01%
4,411
-722
3597
$381K ﹤0.01%
11,615
+3,736
3598
$381K ﹤0.01%
34,594
+3,718
3599
$381K ﹤0.01%
13,007
+10,320
3600
$381K ﹤0.01%
6,641
-88,755
142 143
144
145 146