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
51
$751M 0.42%
4,092,512
-371,431
52
$750M 0.42%
25,008,684
-4,233,052
53
$748M 0.42%
15,913,673
+1,113,117
54
$742M 0.42%
22,046,287
-1,046,968
55
$740M 0.42%
3,457,375
+1,244,181
56
$720M 0.41%
2,131,507
-252,439
57
$710M 0.4%
25,763,759
+471,281
58
$708M 0.4%
10,925,003
+1,773,848
59
$702M 0.4%
3,520,717
-358,702
60
$698M 0.39%
5,038,949
-391,188
61
$667M 0.38%
5,910,494
+3,751,127
62
$655M 0.37%
13,574,515
+2,942,906
63
$642M 0.36%
11,931,831
-264,433
64
$641M 0.36%
18,563,702
+1,660,124
65
$636M 0.36%
6,717,634
-1,183,562
66
$635M 0.36%
23,592,347
-601,860
67
$635M 0.36%
2,393,054
-5,281
68
$632M 0.36%
3,441,358
+2,470
69
$621M 0.35%
3,009,966
+12,780
70
$611M 0.34%
19,078,332
-798,400
71
$611M 0.34%
5,090,430
-4,194
72
$589M 0.33%
10,122,151
+2,662,477
73
$588M 0.33%
5,029,168
+4,009,884
74
$588M 0.33%
11,316,124
-14,942
75
$584M 0.33%
10,717,552
+1,332,702
1 2
3
4 5