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
4101
$157K ﹤0.01%
15,017
-17,473
4102
$157K ﹤0.01%
13,994
-2,439
4103
$156K ﹤0.01%
10,866
-8,920
4104
$156K ﹤0.01%
19,199
+2,358
4105
$155K ﹤0.01%
4,263
-1,821
4106
$155K ﹤0.01%
2,018
-6,019
4107
$155K ﹤0.01%
8,527
-241
4108
$154K ﹤0.01%
3,093
-1,660
4109
$154K ﹤0.01%
21,222
-106,783
4110
$154K ﹤0.01%
+8,149
4111
$154K ﹤0.01%
4,232
-52,319
4112
$154K ﹤0.01%
28,813
+23,435
4113
$154K ﹤0.01%
8,587
-38,536
4114
$154K ﹤0.01%
9,897
-1,895
4115
$154K ﹤0.01%
13,241
-3,139
4116
$154K ﹤0.01%
44,097
+2,952
4117
$153K ﹤0.01%
13,468
-62,580
4118
$153K ﹤0.01%
17,700
+17,600
4119
$152K ﹤0.01%
6,624
-9,549
4120
$152K ﹤0.01%
5,095
+3,640
4121
$152K ﹤0.01%
2,900
+2,575
4122
$152K ﹤0.01%
6,984
-11,712
4123
$151K ﹤0.01%
13,905
-2,309
4124
$151K ﹤0.01%
12,300
-1,945
4125
$151K ﹤0.01%
3,542
-1,388
163 164
165
166 167