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
7226
– –
-1,369
7227
– –
-12
7228
– –
0
7229
– –
-200
7230
– –
-338
7231
– –
-275
7232
– –
-109
7233
– –
-74
7234
– –
-2,825
7235
– –
-808
7236
– –
-1,031
7237
– –
0
7238
– –
-203
7239
– –
-3,096
7240
– –
-1,791
7241
– –
0
7242
– –
-41
7243
– –
-11
7244
– –
-112
7245
$0 ﹤0.01%
10
-3,331
7246
– –
-2,541
7247
– –
-3
7248
– –
-49,728
7249
– –
0
7250
– –
-1,882
288 289
290
291 292