- What are the top holdings of UBS?
- UBS Group AG holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does UBS have?
- UBS holds — positions as reported by the fund's most recent disclosure.
- What sectors does UBS invest in?
- UBS Group AG (UBS) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is UBS most exposed to?
- UBS's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is UBS a US-only fund?
- The country allocation card on this page shows UBS's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does UBS invest in?
- UBS Group AG, a financial services giant headquartered in Zurich, Switzerland, since its founding in 1862 (and known as UBS AG until its name change in December 2014), delivers a comprehensive range of financial advice and solutions to a global clientele of private individuals, institutions, and corporations. The firm structures its operations across four primary business segments: The Global Wealth Management division caters specifically to affluent and ultra-high-net-worth clients. It provides sophisticated investment guidance, various lending products, including mortgages and securities-based loans, and extensive planning services encompassing estate and wealth management, philanthropy, corporate and banking services, and family advisory. Through its Personal & Corporate Banking arm, UBS supports individual clients with essential banking services like deposits, cards, and digital platforms, alongside financing, investment opportunities, and retirement solutions. For corporate and institutional clients, this division furnishes a wide array of solutions, spanning equity and debt capital market activities, syndicated and structured credit facilities, private placements, leasing, traditional financing, international trade and export finance, global custody, and transactional banking for payments and liquidity management. The Asset Management division specializes in a broad spectrum of investment strategies, encompassing equities, fixed income, hedge funds, real estate, and private market assets. It also crafts bespoke multi-asset solutions and offers expert advisory and fiduciary services, including multi-manager hedge fund solutions. Finally, the Investment Bank offers strategic counsel to clients on significant business ventures and assists them in securing capital for their operations. It facilitates the trading, sale, and financing of securities across global capital markets, while also aiding clients in risk management and liquidity optimization, and provides distinctive insights and research on key financial markets and various securities.
