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
3726
$297K ﹤0.01%
15,716
-82,625
3727
$297K ﹤0.01%
5,876
-3,876
3728
$296K ﹤0.01%
4,261
-407
3729
$296K ﹤0.01%
3,283
+857
3730
$295K ﹤0.01%
31,332
-18,408
3731
$295K ﹤0.01%
22,723
+6,990
3732
$295K ﹤0.01%
4,599
-663
3733
$294K ﹤0.01%
25,578
+9,562
3734
$293K ﹤0.01%
12,261
+6,380
3735
$293K ﹤0.01%
14,906
-47,221
3736
$293K ﹤0.01%
11,151
-35,219
3737
$292K ﹤0.01%
2,664
-1,739
3738
$291K ﹤0.01%
28,216
+1,482
3739
$291K ﹤0.01%
7,370
-1,078
3740
$289K ﹤0.01%
40,062
+18,500
3741
$289K ﹤0.01%
5,583
-2,321
3742
$288K ﹤0.01%
7,354
-40,888
3743
$288K ﹤0.01%
20,525
-1,614
3744
$288K ﹤0.01%
4,467
+2,153
3745
$287K ﹤0.01%
15,861
-6,563
3746
$285K ﹤0.01%
7,373
+895
3747
$285K ﹤0.01%
11,848
+4,399
3748
$285K ﹤0.01%
4,997
-9,897
3749
$285K ﹤0.01%
20,134
-11,062
3750
$285K ﹤0.01%
4,295
-1,111
148 149
150
151 152