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
476
$61.4M 0.03%
4,110,896
+43,648
477
$61.4M 0.03%
489,515
-109,625
478
$61.3M 0.03%
4,822,628
+39,736
479
$61.3M 0.03%
1,664,387
+109,812
480
$61.1M 0.03%
1,168,116
+368,559
481
$60.6M 0.03%
2,167,628
-652,944
482
$60.4M 0.03%
2,467,990
+136,992
483
$60.4M 0.03%
926,477
+4,637
484
$60.2M 0.03%
999,644
-186,587
485
$60.1M 0.03%
1,126,562
+139,932
486
$59.8M 0.03%
1,468,371
-542,964
487
$59.5M 0.03%
373,231
-14,166
488
$59.5M 0.03%
1,244,022
-161,783
489
$59.5M 0.03%
1,525,480
+353,654
490
$59.3M 0.03%
2,002,378
-94,866
491
$59.1M 0.03%
1,638,832
+475,870
492
$59.1M 0.03%
1,004,378
+138,279
493
$58.8M 0.03%
620,636
-4,716
494
$58.5M 0.03%
1,398,456
+234,857
495
$58.4M 0.03%
1,114,283
+30,464
496
$58.2M 0.03%
371,787
+77,245
497
$58.2M 0.03%
2,728,671
-324,928
498
$58.2M 0.03%
300,573
+62,365
499
$58.1M 0.03%
1,499,467
+1,499,025
500
$57.8M 0.03%
1,145,212
+111,724
18 19
20
21 22