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
101
$464M 0.26%
5,292,114
-419,060
102
$454M 0.26%
10,384,798
+236,031
103
$453M 0.26%
3,304,829
+64,479
104
$448M 0.25%
10,974,964
-353,214
105
$447M 0.25%
7,166,269
+157,755
106
$444M 0.25%
6,128,179
+32,714
107
$440M 0.25%
5,063,467
+87,688
108
$438M 0.25%
9,581,935
-244,403
109
$424M 0.24%
2,890,897
-114,608
110
$423M 0.24%
13,152,677
+1,608,119
111
$422M 0.24%
6,257,795
-320,433
112
$421M 0.24%
4,167,648
-194,453
113
$421M 0.24%
7,295,268
+802,359
114
$417M 0.23%
18,949,087
+7,272,880
115
$405M 0.23%
1,185,042
-262,454
116
$387M 0.22%
3,191,822
+434,610
117
$379M 0.21%
2,561,178
-83,283
118
$377M 0.21%
26,503,100
+1,822,302
119
$373M 0.21%
5,777,751
-331,927
120
$373M 0.21%
5,022,419
-2,672,544
121
$371M 0.21%
4,554,461
+58,097
122
$369M 0.21%
2,159,335
+142,279
123
$366M 0.21%
6,735,557
+415,984
124
$360M 0.2%
3,293,755
+103,867
125
$360M 0.2%
7,107,780
+878,158
3 4
5
6 7