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
76
$620M 0.3%
5,636,726
-364,558
77
$620M 0.3%
21,680,510
+492,297
78
$608M 0.29%
10,983,026
-595,381
79
$607M 0.29%
1,363,029
-702,511
80
$606M 0.29%
13,454,788
-316,980
81
$589M 0.29%
6,382,821
-1,075,800
82
$581M 0.28%
4,856,468
+137,953
83
$580M 0.28%
3,545,381
-393,518
84
$574M 0.28%
6,451,419
-46,992
85
$566M 0.27%
3,508,126
-368,194
86
$562M 0.27%
4,045,599
+582,176
87
$561M 0.27%
3,780,464
+777,133
88
$555M 0.27%
6,271,336
-425,400
89
$540M 0.26%
4,995,401
-411,015
90
$536M 0.26%
4,734,543
+454,002
91
$535M 0.26%
2,762,312
+242,496
92
$534M 0.26%
2,476,128
-158,702
93
$505M 0.24%
12,360,166
-2,719,876
94
$503M 0.24%
7,316,359
-1,446,241
95
$497M 0.24%
6,395,804
+565,959
96
$496M 0.24%
12,452,201
+1,124,056
97
$496M 0.24%
3,220,106
-59,539
98
$494M 0.24%
8,865,350
-1,077,268
99
$485M 0.23%
17,317,883
-1,062,634
100
$483M 0.23%
11,989,844
+877,962
2 3
4
5 6