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
376
$82.3M 0.04%
1,506,673
+42,745
377
$82.1M 0.04%
1,106,466
-91,620
378
$81.9M 0.04%
1,771,061
-899,691
379
$81.7M 0.04%
1,439,380
+146,234
380
$81.3M 0.04%
2,398,190
-421,812
381
$81.1M 0.04%
510,249
+450,139
382
$80.9M 0.04%
2,079,224
+303,007
383
$80.6M 0.04%
441,941
-58,569
384
$80.4M 0.04%
328,144
-34,653
385
$80.1M 0.04%
1,942,716
+243,996
386
$80M 0.04%
1,315,486
-60,104
387
$79.6M 0.04%
734,361
+59,927
388
$79.2M 0.04%
1,055,232
-17,768
389
$79.1M 0.04%
547,977
+119,961
390
$79.1M 0.04%
2,163,031
-39,016
391
$79M 0.04%
3,112,210
+167,240
392
$78.8M 0.04%
2,569,225
+659,311
393
$78.7M 0.04%
923,439
-307,541
394
$78.4M 0.04%
2,571,004
+547,393
395
$77.9M 0.04%
1,226,947
+14,814
396
$77.8M 0.04%
795,436
+97,709
397
$77.8M 0.04%
4,911,756
+4,238,694
398
$77.6M 0.04%
3,855,226
+1,543,576
399
$77.5M 0.04%
848,607
-91,841
400
$77.5M 0.04%
1,695,363
-102,435
14 15
16
17 18