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

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
$8.31M﹤0.01% 2,496,749
-207,720
-8%
-$692K
$8.31M﹤0.01% 218,969
+10,698
+5%
+$406K
$8.29M﹤0.01% 5,211,433
-1,412,806
-21%
-$2.25M
$8.28M﹤0.01% 295,746
+26,644
+10%
+$746K
$8.27M﹤0.01% 174,560
-20,759
-11%
-$984K
$8.27M﹤0.01% 384,463
-412,969
-52%
-$8.88M
$8.27M﹤0.01% 104,343
-92,118
-47%
-$7.3M
$8.26M﹤0.01% 625,083
-29,659
-5%
-$392K
$8.25M﹤0.01% 1,167,103
-246,407
-17%
-$1.74M
$8.24M﹤0.01% 309,156
-334,933
-52%
-$8.92M
$8.24M﹤0.01% 372,805
-350,524
-48%
-$7.74M
$8.23M﹤0.01% 93,699
+40,111
+75%
+$3.52M
$8.22M﹤0.01% 247,778
-11,997
-5%
-$398K
$8.2M﹤0.01% 250,316
+50,290
+25%
+$1.65M
$8.2M﹤0.01% 966,552
-18,569
-2%
-$157K
$8.16M﹤0.01% 388,169
+51,663
+15%
+$1.09M
$8.15M﹤0.01% 398,143
+317,933
+396%
+$6.51M
$8.14M﹤0.01% 283,905
-35,818
-11%
-$1.03M
$8.13M﹤0.01% 284,551
+71,867
+34%
+$2.05M
$8.13M﹤0.01% 1,333,143
-1,312
-0.1%
-$8K
$8.12M﹤0.01% 373,615
+227,604
+156%
+$4.95M
$8.12M﹤0.01% 850,829
+278,324
+49%
+$2.66M
$8.11M﹤0.01% 410,940
+13,351
+3%
+$264K
$8.11M﹤0.01% 215,675
+48,001
+29%
+$1.8M
$8.1M﹤0.01% 71,667
+32,325
+82%
+$3.66M