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

INVESCO QQQ TRUST SERIES 1

AMAZON COM INC

ISHARES RUSSELL 2000 ETF

ALPHABET INC

UBS GROUP AG-REG

NVIDIA CORP

JPMORGAN CHASE & CO

BROADCOM INC

UNITEDHEALTH GROUP INC

VISA INC-CLASS A SHARES

ALPHABET INC-CL C

VANGUARD MRNGSTR VAL ETF-AUI

ISHARES CORE MSCI EAFE ETF

HOME DEPOT INC

ISHARES RUSSELL 1000 GROWTH

ABBVIE INC

COSTCO WHOLESALE CORP

JOHNSON & JOHNSON

PROCTER & GAMBLE CO/THE

ISHARES 20+ YEAR TREASURY BD

VANGUARD MRNGSTAR GR ETF-SUI

META PLATFORMS INC

CHEVRON CORP

UNION PACIFIC CORP

CISCO SYSTEMS INC

MCDONALD'S CORP

EXXON MOBIL CORP

ISHARES CORE S&P 500 ETF

MERCK & CO. INC.

BERKSHIRE HATHAWAY INC-CL B

VNGRD MRNGSTR MD-CAP ETF-USD

ELI LILLY & CO

VANGUARD FTSE DEVELOPED ETF

VANGUARD S&P 500 ETF

TESLA INC

ISHARES CORE S&P MIDCAP ETF

COCA-COLA CO/THE

ISHARES RUSSELL 1000 VALUE E

THERMO FISHER SCIENTIFIC INC

ISHARES MSCI EAFE ETF

ISHARES 7-10 YEAR TREASURY B

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