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
3926
$212K ﹤0.01%
33,051
+1,627
3927
$211K ﹤0.01%
1,827
-4,099
3928
$211K ﹤0.01%
3,676
-618
3929
$211K ﹤0.01%
9,255
+3,586
3930
$211K ﹤0.01%
5,649
3931
$210K ﹤0.01%
41,965
-2,396
3932
$210K ﹤0.01%
16,244
-3,135
3933
$209K ﹤0.01%
10,499
+1,957
3934
$209K ﹤0.01%
3,981
-7,706
3935
$208K ﹤0.01%
2,527
-2,844
3936
$208K ﹤0.01%
5,333
-26,022
3937
$208K ﹤0.01%
3,145
+982
3938
$208K ﹤0.01%
8,909
+800
3939
$208K ﹤0.01%
3,994
-106
3940
$207K ﹤0.01%
5,148
-789
3941
$207K ﹤0.01%
2,474
+548
3942
$207K ﹤0.01%
3,244
+54
3943
$207K ﹤0.01%
16,271
-105,762
3944
$206K ﹤0.01%
7,151
+961
3945
$206K ﹤0.01%
5,259
+255
3946
$206K ﹤0.01%
22,509
+3,295
3947
$206K ﹤0.01%
8,637
+2,137
3948
$206K ﹤0.01%
5,272
+3,563
3949
$205K ﹤0.01%
3,221
-355
3950
$204K ﹤0.01%
12,523
+12,023
156 157
158
159 160