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
4301
$112K ﹤0.01%
1,997
+332
4302
$111K ﹤0.01%
9,940
+633
4303
$111K ﹤0.01%
+1,345
4304
$111K ﹤0.01%
7,474
4305
$110K ﹤0.01%
1,779
-1,308
4306
$110K ﹤0.01%
4,559
+3,359
4307
$110K ﹤0.01%
2,251
-978
4308
$110K ﹤0.01%
16,143
-9,164
4309
$110K ﹤0.01%
7,252
-8,685
4310
$110K ﹤0.01%
1,911
+731
4311
$110K ﹤0.01%
2,799
-872
4312
$109K ﹤0.01%
+4,805
4313
$109K ﹤0.01%
17,017
+2,967
4314
$109K ﹤0.01%
4,511
+2,117
4315
$109K ﹤0.01%
1,405
+796
4316
$108K ﹤0.01%
17,946
+9,125
4317
$108K ﹤0.01%
3,045
-681
4318
$108K ﹤0.01%
4,288
-1,274
4319
$108K ﹤0.01%
4,113
-477
4320
$108K ﹤0.01%
4,569
-1,074
4321
$107K ﹤0.01%
2,064
-1,627
4322
$107K ﹤0.01%
2,185
+837
4323
$107K ﹤0.01%
3,072
-90,035
4324
$107K ﹤0.01%
+22,387
4325
$107K ﹤0.01%
2,945
+513
171 172
173
174 175