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
351
$90.4M 0.04%
388,266
+53,176
352
$89.6M 0.04%
615,688
-25,748
353
$89.6M 0.04%
1,926,318
+98,957
354
$89.2M 0.04%
4,711,998
-1,256,478
355
$89M 0.04%
995,082
-147,190
356
$88.2M 0.04%
1,670,675
-375,775
357
$87.5M 0.04%
3,158,947
+758,576
358
$87.2M 0.04%
1,894,498
-56,849
359
$86.7M 0.04%
1,653,766
+62,953
360
$86.7M 0.04%
1,644,114
+9,118
361
$86.7M 0.04%
783,314
+156,338
362
$86.6M 0.04%
1,098,888
-515,377
363
$86.4M 0.04%
4,223,620
+556,927
364
$86.3M 0.04%
5,619,955
-749,640
365
$85.5M 0.04%
760,970
+324,922
366
$85.3M 0.04%
2,352,735
-11,154,953
367
$85.2M 0.04%
1,166,408
+189,470
368
$85.1M 0.04%
1,736,094
+115,025
369
$85M 0.04%
1,529,163
+278,333
370
$85M 0.04%
2,761,913
+25,352
371
$85M 0.04%
3,639,723
+1,261,815
372
$84M 0.04%
2,568,363
+350,946
373
$83.7M 0.04%
979,438
+202,816
374
$83.5M 0.04%
222,873
+9,254
375
$82.6M 0.04%
1,261,608
-31,109
13 14
15
16 17