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
476
$53.1M 0.03%
1,431,269
+129,398
477
$53.1M 0.03%
529,455
-329,909
478
$52.7M 0.03%
871,548
+46,503
479
$52.6M 0.03%
2,389,596
+22,627
480
$52.5M 0.03%
553,187
-104,392
481
$52.4M 0.03%
613,253
-216,591
482
$52.4M 0.03%
388,843
-318,822
483
$52.2M 0.03%
392,714
+11,031
484
$52.1M 0.03%
1,103,415
-1,105,193
485
$52M 0.03%
1,314,617
+9,553
486
$52M 0.03%
301,126
+6,396
487
$51.9M 0.03%
2,529,048
+620,647
488
$51.7M 0.03%
846,528
+269,708
489
$51.6M 0.03%
544,446
-43,431
490
$51.6M 0.03%
300,186
+6,378
491
$51.3M 0.03%
3,217,106
-169,150
492
$51.2M 0.03%
2,337,297
-35,326
493
$51M 0.03%
936,798
-734,669
494
$50.7M 0.03%
4,286,051
-1,378,706
495
$50.5M 0.03%
1,162,065
+233,246
496
$50.4M 0.03%
1,948,482
+79,283
497
$50.3M 0.03%
698,967
+351,729
498
$50.1M 0.03%
1,474,975
+31,532
499
$50M 0.03%
908,433
-39,351
500
$50M 0.03%
716,756
+6,806
18 19
20
21 22