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
3976
$194K ﹤0.01%
7,789
+6,741
3977
$194K ﹤0.01%
34,353
-11,434
3978
$193K ﹤0.01%
13,710
+3,908
3979
$192K ﹤0.01%
4,099
+1,988
3980
$192K ﹤0.01%
19,777
-36,609
3981
$192K ﹤0.01%
20,313
-1,615
3982
$192K ﹤0.01%
5,186
-26,223
3983
$191K ﹤0.01%
21,500
-2,587
3984
$191K ﹤0.01%
10,474
-3,170
3985
$191K ﹤0.01%
17,745
+9,301
3986
$190K ﹤0.01%
17,726
-16,338
3987
$190K ﹤0.01%
2,771
+1,134
3988
$190K ﹤0.01%
2,040
+74
3989
$190K ﹤0.01%
15,158
+3,799
3990
$190K ﹤0.01%
14,689
+642
3991
$189K ﹤0.01%
2,100
3992
$189K ﹤0.01%
6,932
-6,060
3993
$188K ﹤0.01%
16,650
-7,985
3994
$188K ﹤0.01%
2,381
+70
3995
$188K ﹤0.01%
14,205
+1,094
3996
$187K ﹤0.01%
9,774
+9,118
3997
$187K ﹤0.01%
30,059
-5,608
3998
$187K ﹤0.01%
3,521
+1,832
3999
$187K ﹤0.01%
37,849
-1,457
4000
$186K ﹤0.01%
5,570
-3,553
158 159
160
161 162