UBS Group AG

 UBS Morningstar Rating

Major Shareholders 

UBS

Funds Institutions
Name Shares
Held 		% Total
Shares Held 		Shares
Change 		% Chg from
Prior Port 		% Total
Assets 		Date of
Portfolio 		Star Rating
Liberty One CAPSTONE 156,669,492 4.51 2,329,895 1.51 2.49 06/30/2021
Dodge & Cox International Stock Fund 74,678,142 2.15 0 0.00 2.58 06/30/2021
Vanguard Total Intl Stock Idx Fund 41,090,701 1.18 -932,224 -2.22 0.16 06/30/2021
Artisan International Value Fund 36,784,337 1.06 1,621,944 4.61 2.66 06/30/2021
Artisan International Value 36,784,337 1.06 1,621,944 4.61 2.76 06/30/2021
CSIF (CH) Equity Swtzl Total Market Blue 24,067,074 0.69 -867,718 -3.48 2.92 07/31/2021
Vanguard Developed Markets Index Fund 21,909,201 0.63 -285,959 -1.29 0.22 06/30/2021
Capital Group New Perspective Comp 21,870,720 0.63 -2,349,136 -9.70 0.24 06/30/2021
American Funds New Perspective Fund 21,870,720 0.63 -2,349,136 -9.70 0.24 06/30/2021
iShares Core MSCI EAFE ETF 17,625,716 0.51 0 0.00 0.29 07/30/2021
Fidelity® Series International Value 14,189,082 0.41 372,100 2.69 1.5 06/30/2021
Vanguard Instl Ttl Intl Stk Mkt Idx TrII 13,934,755 0.40 -240,349 -1.70 0.16 06/30/2021
RBC European Equity Fund 13,078,103 0.38 0 0.00 3.13 04/30/2021
MFS® International Equity 12,916,207 0.37 -137,900 -1.06 1.56 06/30/2021
MFS Institutional International Eq Fd 12,916,207 0.37 0 0.00 1.56 06/30/2021
iShares MSCI EAFE ETF 12,219,451 0.35 0 0.00 0.35 07/30/2021
UBS (CH) IF Eqs Switzerland Pssv All II 11,614,000 0.33 -429,000 -3.56 2.88 06/30/2021
EAFE Equity Index Fund F 11,491,114 0.33 249,413 2.22 0.33 06/30/2021
MFS Research International Fund 11,415,976 0.33 3,043,280 36.35 1.06 06/30/2021
UBS (CH) InvFd Eqs Switzerland Pass All 10,647,500 0.31 -230,500 -2.12 2.88 06/30/2021
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