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
5551
$28K ﹤0.01%
4
-1
5552
$28K ﹤0.01%
2,545
+1,376
5553
$28K ﹤0.01%
2,600
+2,400
5554
$28K ﹤0.01%
900
5555
$28K ﹤0.01%
1,634
-463
5556
$28K ﹤0.01%
900
5557
$28K ﹤0.01%
1,308
-603
5558
$27K ﹤0.01%
698
-2,686
5559
$27K ﹤0.01%
+1,388
5560
$27K ﹤0.01%
2,825
+2,821
5561
$27K ﹤0.01%
+785
5562
$27K ﹤0.01%
1,792
+255
5563
$27K ﹤0.01%
2,039
+1,515
5564
$27K ﹤0.01%
+3,023
5565
$27K ﹤0.01%
1,245
-100
5566
$27K ﹤0.01%
2,115
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5567
$27K ﹤0.01%
7,072
+2,560
5568
$27K ﹤0.01%
755
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5569
$27K ﹤0.01%
829
+312
5570
$27K ﹤0.01%
2,631
-5,844
5571
$27K ﹤0.01%
1,159
-1
5572
$27K ﹤0.01%
722
+262
5573
$27K ﹤0.01%
3,219
+313
5574
$27K ﹤0.01%
2,245
-3,655
5575
$27K ﹤0.01%
2,522
-195
221 222
223
224 225