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.

This Quarter Return
-1.4%
1 Year Return
+9.3%
3 Year Return
+28.61%
5 Year Return
+101.42%
10 Year Return
+153.44%
AUM
$452B
AUM Growth
+$5.56B
Cap. Flow
+$20.5B
Cap. Flow %
4.55%
Top 10 Hldgs %
16.72%
Holding
9,610
New
934
Increased
4,197
Reduced
3,483
Closed
742

Top Buys

1
$1.56B
2
$585M
3
$582M
4
$514M
5
$510M

Top Sells

1
$660M
2
$549M
3
$513M
4
$480M
5
$458M

Sector Composition

1Technology19.91%
2Financials12.02%
3Healthcare8.45%
4Consumer Discretionary8.12%
5Industrials7.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$8.59M﹤0.01% 607,394
+30,951
+5%
+$438K
$8.58M﹤0.01% 159,406
+16,689
+12%
+$899K
$8.56M﹤0.01% 313,032
+35,939
+13%
+$982K
$8.55M﹤0.01% 259,114
+27,305
+12%
+$901K
$8.54M﹤0.01% 831,987
+30,727
+4%
+$315K
$8.52M﹤0.01% 106,868
-116,048
-52%
-$9.25M
$8.52M﹤0.01% 3,818,584
+1,125,098
+42%
+$2.51M
$8.51M﹤0.01% 51,512
+24,859
+93%
+$4.1M
$8.5M﹤0.01% 371,938
+25,819
+7%
+$590K
$8.5M﹤0.01% 339,315
+84,113
+33%
+$2.11M
$8.49M﹤0.01% 1,096,260
+70,777
+7%
+$548K
$8.46M﹤0.01% 257,823
+28,717
+13%
+$942K
$8.44M﹤0.01% 172,442
+391
+0.2%
+$19.1K
$8.43M﹤0.01% 145,712
+107,084
+277%
+$6.2M
$8.43M﹤0.01% 345,505
-253,059
-42%
-$6.17M
$8.43M﹤0.01% 454,172
-36,910
-8%
-$685K
$8.43M﹤0.01% 999,803
-9,010
-0.9%
-$76K
$8.42M﹤0.01% 177,231
+130,766
+281%
+$6.22M
$8.39M﹤0.01% 336,740
-11,306
-3%
-$282K
$8.39M﹤0.01% 228,474
+37,670
+20%
+$1.38M
$8.35M﹤0.01% 128,279
+15,373
+14%
+$1M
$8.34M﹤0.01% 528,827
-24,897
-5%
-$393K
$8.33M﹤0.01% 394,474
-208,111
-35%
-$4.39M
$8.33M﹤0.01% 102,716
+4,175
+4%
+$338K
$8.32M﹤0.01% 396,890
+54,121
+16%
+$1.13M
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