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
3801
$260K ﹤0.01%
23,276
-5,235
3802
$260K ﹤0.01%
+4,015
3803
$260K ﹤0.01%
7,326
+2,187
3804
$259K ﹤0.01%
9,728
-1,636
3805
$259K ﹤0.01%
23,651
+22,488
3806
$259K ﹤0.01%
20,559
+4,752
3807
$259K ﹤0.01%
6,691
+5,035
3808
$259K ﹤0.01%
+48,753
3809
$259K ﹤0.01%
23,725
+674
3810
$258K ﹤0.01%
17,902
-411
3811
$258K ﹤0.01%
12,614
-203,673
3812
$257K ﹤0.01%
13,920
-4,400
3813
$257K ﹤0.01%
9,582
-133
3814
$256K ﹤0.01%
13,672
-4,671
3815
$256K ﹤0.01%
3,336
-506
3816
$256K ﹤0.01%
13,774
-1,109
3817
$256K ﹤0.01%
5,311
-1,819
3818
$255K ﹤0.01%
7,804
+1,515
3819
$255K ﹤0.01%
9,800
+9,401
3820
$255K ﹤0.01%
11,607
-2,371
3821
$254K ﹤0.01%
7,109
+5,501
3822
$254K ﹤0.01%
6,245
+1,824
3823
$254K ﹤0.01%
8,400
+8,100
3824
$253K ﹤0.01%
5,827
+714
3825
$253K ﹤0.01%
2,894
+230
151 152
153
154 155