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
2276
$2.79M ﹤0.01%
111,886
+7,522
2277
$2.79M ﹤0.01%
259,308
+172,328
2278
$2.79M ﹤0.01%
54,648
+5,958
2279
$2.79M ﹤0.01%
320,223
-53,770
2280
$2.78M ﹤0.01%
119,552
-899,769
2281
$2.78M ﹤0.01%
978,839
+940,296
2282
$2.77M ﹤0.01%
116,080
-514,973
2283
$2.77M ﹤0.01%
107,274
+24,369
2284
$2.77M ﹤0.01%
98,021
-23,437
2285
$2.77M ﹤0.01%
189,230
-170,740
2286
$2.76M ﹤0.01%
161,176
-8,788
2287
$2.75M ﹤0.01%
183,489
+19,128
2288
$2.75M ﹤0.01%
168,273
-39,906
2289
$2.75M ﹤0.01%
168,033
-2,524
2290
$2.75M ﹤0.01%
128,241
-17,089
2291
$2.74M ﹤0.01%
211,228
+41,413
2292
$2.74M ﹤0.01%
39,535
-6,028
2293
$2.74M ﹤0.01%
230,148
+30,852
2294
$2.74M ﹤0.01%
104,047
+33,574
2295
$2.73M ﹤0.01%
929,659
+186,343
2296
$2.73M ﹤0.01%
122,989
-1,977
2297
$2.73M ﹤0.01%
45,146
+41,865
2298
$2.73M ﹤0.01%
269,924
-115,176
2299
$2.72M ﹤0.01%
61,246
+35,946
2300
$2.72M ﹤0.01%
21,891
+137
90 91
92
93 94