UBS Group

UBS Group Portfolio holdings

AUM $452B
 

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.

AUM
$452B
AUM Growth
+$5.56B
Cap. Flow
+$21.8B
Cap. Flow %
4.84%
Top 10 Hldgs %
16.72%
Holding
9,610
New
934
Increased
4,197
Reduced
3,483
Closed
742

Sector Composition

1Technology20.05%
2Financials12.02%
3Healthcare8.45%
4Consumer Discretionary8.04%
5Industrials7.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$13.5B2.48%60,728,803
-204,566
-0.3%
-$45.4M
$12.3B2.27%32,898,115
-1,366,087
-4%
-$513M
$11B2.02%101,426,062
+1,210,426
+1%
+$131M
$7.15B1.31%37,578,344
+115,163
+0.3%
+$21.9M
$7.14B1.31%12,764,959
+2,788,562
+28%
+$1.56B
$5.6B1.03%9,708,310
-124,039
-1%
-$71.5M
$5.39B0.99%21,966,473
+2,005,186
+10%
+$492M
$4.62B0.85%27,596,377
+958,642
+4%
+$161M
$4.51B0.83%147,271,042
-6,313,770
-4%
-$193M
$4.27B0.79%27,616,108
-3,101,544
-10%
-$480M
$4.05B0.75%11,564,618
-732,439
-6%
-$257M
$3.81B0.7%24,409,755
+2,465,761
+11%
+$385M
$3.18B0.59%5,980,274
+511,024
+9%
+$272M
$3.17B0.58%3,838,852
+437,713
+13%
+$362M
$2.88B0.53%5,494,668
+358,350
+7%
+$188M
$2.58B0.47%2,729,159
+64,556
+2%
+$61.1M
$2.53B0.47%6,904,492
+390,442
+6%
+$143M
$2.53B0.46%5,393,101
-550,090
-9%
-$258M
$2.45B0.45%11,712,840
-867,368
-7%
-$182M
$2.38B0.44%14,207,886
-322,634
-2%
-$54M
$2.33B0.43%8,078,269
+2,021,106
+33%
+$582M
$2.32B0.43%13,425,966
+204,139
+2%
+$35.3M
$2.28B0.42%6,312,798
+116,259
+2%
+$42M
$2.18B0.4%5,876,133
-63,647
-1%
-$23.6M
$2.15B0.4%12,643,034
-365,552
-3%
-$62.3M