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
2451
$2.21M ﹤0.01%
182,461
-25,627
2452
$2.21M ﹤0.01%
4,952
+3,874
2453
$2.21M ﹤0.01%
24,524
+393
2454
$2.2M ﹤0.01%
44,933
+32,955
2455
$2.2M ﹤0.01%
178,841
+15,685
2456
$2.2M ﹤0.01%
213,827
+91,598
2457
$2.2M ﹤0.01%
80,628
-55,369
2458
$2.2M ﹤0.01%
56,886
-111,648
2459
$2.19M ﹤0.01%
29,623
+16,190
2460
$2.19M ﹤0.01%
161,205
-118
2461
$2.18M ﹤0.01%
52,927
+353
2462
$2.18M ﹤0.01%
114,661
-17,601
2463
$2.18M ﹤0.01%
6,083
+1,627
2464
$2.18M ﹤0.01%
71,842
+1,232
2465
$2.18M ﹤0.01%
200,348
+1,140
2466
$2.18M ﹤0.01%
25,032
+1,197
2467
$2.18M ﹤0.01%
82,399
-61,956
2468
$2.18M ﹤0.01%
79,980
-98,889
2469
$2.17M ﹤0.01%
87,550
+40,518
2470
$2.17M ﹤0.01%
142,267
-100,322
2471
$2.17M ﹤0.01%
55,349
-44
2472
$2.17M ﹤0.01%
174,852
-39,233
2473
$2.17M ﹤0.01%
24,909
+926
2474
$2.16M ﹤0.01%
59,847
+21,996
2475
$2.16M ﹤0.01%
39,807
-6,180
97 98
99
100 101