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
6576
– –
0
6577
$2K ﹤0.01%
+57
6578
$2K ﹤0.01%
+81
6579
$2K ﹤0.01%
905
+405
6580
$2K ﹤0.01%
+75
6581
$2K ﹤0.01%
3
6582
$2K ﹤0.01%
3,200
-1,210
6583
$2K ﹤0.01%
22
-62
6584
$2K ﹤0.01%
+356
6585
$2K ﹤0.01%
+100
6586
$2K ﹤0.01%
17
+6
6587
$2K ﹤0.01%
+50
6588
$2K ﹤0.01%
110
-289
6589
$2K ﹤0.01%
1,000
-6,503
6590
$2K ﹤0.01%
+245
6591
$2K ﹤0.01%
800
-3,135
6592
$2K ﹤0.01%
+195
6593
$2K ﹤0.01%
54
+4
6594
$2K ﹤0.01%
4,100
+1,200
6595
$2K ﹤0.01%
2,368
-3,816
6596
$2K ﹤0.01%
+100
6597
$2K ﹤0.01%
106
-11,786
6598
$2K ﹤0.01%
134,976
+15,759
6599
$2K ﹤0.01%
+100
6600
$2K ﹤0.01%
71
-18
262 263
264
265 266