UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
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
6551
$2K ﹤0.01%
+100
6552
$2K ﹤0.01%
17
+6
6553
$2K ﹤0.01%
+50
6554
$2K ﹤0.01%
110
-289
6555
$2K ﹤0.01%
1,000
-6,503
6556
$2K ﹤0.01%
+245
6557
$2K ﹤0.01%
800
-3,135
6558
$2K ﹤0.01%
+195
6559
$2K ﹤0.01%
54
+4
6560
$2K ﹤0.01%
4,100
+1,200
6561
$2K ﹤0.01%
2,368
-3,816
6562
$2K ﹤0.01%
+100
6563
$2K ﹤0.01%
127
-1,248
6564
– –
0
6565
$2K ﹤0.01%
32
-247
6566
$2K ﹤0.01%
84
-4
6567
$2K ﹤0.01%
+123
6568
$2K ﹤0.01%
438
+259
6569
$2K ﹤0.01%
2
6570
$2K ﹤0.01%
+7
6571
– –
0
6572
$2K ﹤0.01%
104
-860
6573
$2K ﹤0.01%
79
-994
6574
$2K ﹤0.01%
216
-1,907
6575
$2K ﹤0.01%
500
-1,824
261 262
263
264 265