UBS Group AG는 여러 UBS 은행·증권·웰스 법인을 묶는 combination report를 내며, UBS Asset Management Americas도 별도 운용자로 명시합니다. UBS AM Americas 항목과 중복할 수 있으므로 정보표 운용자 번호를 대조해 그룹과 자산운용 노출을 나눠 봐야 합니다.

UBS 그룹

UBS Group AG

SS SPDR S&P 500 ETF TRUST-US

MICROSOFT CORP

APPLE INC

UBS GROUP AG-REG

INVESCO QQQ TRUST SERIES 1

AMAZON COM INC

ALPHABET INC

JPMORGAN CHASE & CO

NVIDIA CORP

HOME DEPOT INC

VANGUARD MRNGSTR VAL ETF-AUI

ISHARES RUSSELL 2000 ETF

ABBVIE INC

JOHNSON & JOHNSON

VISA INC-CLASS A SHARES

UNITEDHEALTH GROUP INC

ISHARES CORE MSCI EAFE ETF

PROCTER & GAMBLE CO/THE

BROADCOM INC

ALPHABET INC-CL C

MCDONALD'S CORP

ISHARES RUSSELL 1000 GROWTH

CISCO SYSTEMS INC

MERCK & CO. INC.

VANGUARD MRNGSTAR GR ETF-SUI

EXXON MOBIL CORP

COSTCO WHOLESALE CORP

COCA-COLA CO/THE

VNGRD MRNGSTR MD-CAP ETF-USD

UNION PACIFIC CORP

ISHARES CORE S&P 500 ETF

CHEVRON CORP

VANGUARD FTSE DEVELOPED ETF

THERMO FISHER SCIENTIFIC INC

ISHARES RUSSELL 1000 VALUE E

UNITED PARCEL SERVICE-CL B

ISHARES CORE S&P MIDCAP ETF

RTX CORP

ISHARES 7-10 YEAR TREASURY B

VANGUARD S&P 500 ETF

ISHR IBX USD HIYLD CB ETF-UI

BERKSHIRE HATHAWAY INC-CL B

NEXTERA ENERGY INC

VANGUARD DIVIDEND APPREC ETF

ISHARES 20+ YEAR TREASURY BD

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