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
3651
$347K ﹤0.01%
11,827
+3,300
3652
$347K ﹤0.01%
28,291
-17,388
3653
$346K ﹤0.01%
17,620
+412
3654
$346K ﹤0.01%
20,940
-27,641
3655
$346K ﹤0.01%
21,091
-296,040
3656
$346K ﹤0.01%
9,732
+1,363
3657
$346K ﹤0.01%
13,326
+2,358
3658
$346K ﹤0.01%
12,377
+11,956
3659
$345K ﹤0.01%
25,495
+14,130
3660
$344K ﹤0.01%
12,211
-7,665
3661
$344K ﹤0.01%
16,659
-19,982
3662
$343K ﹤0.01%
14,910
-10,356
3663
$343K ﹤0.01%
13,013
+4,084
3664
$342K ﹤0.01%
32,868
+7,250
3665
$342K ﹤0.01%
25,075
-3,972
3666
$341K ﹤0.01%
26,134
-6,856
3667
$340K ﹤0.01%
17,585
+17,085
3668
$340K ﹤0.01%
35,101
+33
3669
$339K ﹤0.01%
6,860
-13,538
3670
$339K ﹤0.01%
13,911
-2,095
3671
$338K ﹤0.01%
6,383
-1,458
3672
$338K ﹤0.01%
14,938
+1,518
3673
$337K ﹤0.01%
10,172
-3,822
3674
$337K ﹤0.01%
15,897
+5,885
3675
$336K ﹤0.01%
9,277
-2,626
145 146
147
148 149