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
4326
$205K ﹤0.01%
5,980
+3,982
4327
$205K ﹤0.01%
8,699
+1,575
4328
$205K ﹤0.01%
365
-96
4329
$205K ﹤0.01%
10,050
+6,660
4330
$205K ﹤0.01%
25,715
+24,440
4331
$205K ﹤0.01%
13,291
+5,723
4332
$205K ﹤0.01%
14,335
+4,484
4333
$205K ﹤0.01%
20,717
-2,670
4334
$204K ﹤0.01%
12,639
+2,831
4335
$204K ﹤0.01%
16,002
+1,372
4336
$204K ﹤0.01%
22,563
+2,298
4337
$204K ﹤0.01%
7,240
+6,925
4338
$203K ﹤0.01%
21,616
-7,186
4339
$203K ﹤0.01%
28,168
+21,359
4340
$203K ﹤0.01%
34,867
+23,695
4341
$203K ﹤0.01%
17,055
+13,415
4342
$203K ﹤0.01%
39,153
+28,435
4343
$202K ﹤0.01%
8,147
+3,743
4344
$202K ﹤0.01%
9,210
+5,831
4345
$202K ﹤0.01%
23,451
-33,593
4346
$201K ﹤0.01%
9,282
+5,903
4347
$201K ﹤0.01%
10,919
+6,058
4348
$201K ﹤0.01%
3,780
-1,130
4349
$200K ﹤0.01%
52,000
4350
$200K ﹤0.01%
18,686
+14,037
172 173
174
175 176