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
$8.1M﹤0.01% 179,486
+631
+0.4%
+$28.5K
$8.08M﹤0.01% 265,097
+28,617
+12%
+$872K
$8.07M﹤0.01% 238,726
+10,112
+4%
+$342K
$8.06M﹤0.01% 246,299
+53,930
+28%
+$1.77M
$8.06M﹤0.01% 100,289
-162,028
-62%
-$13M
$8.05M﹤0.01% 87,155
-13,914
-14%
-$1.29M
$8.03M﹤0.01% 286,066
-62,389
-18%
-$1.75M
$8.02M﹤0.01% 251,727
-28,858
-10%
-$919K
$8.02M﹤0.01% 434,079
-29,870
-6%
-$552K
$8.01M﹤0.01% 1,126,804
-614,964
-35%
-$4.37M
$8.01M﹤0.01% 284,747
+86,208
+43%
+$2.43M
$8.01M﹤0.01% 41,879
-542
-1%
-$104K
$8.01M﹤0.01% 585,615
+141,798
+32%
+$1.94M
$8M﹤0.01% 604,962
+272,591
+82%
+$3.61M
$8M﹤0.01% 673,147
+598,034
+796%
+$7.1M
$7.99M﹤0.01% 305,257
-257,370
-46%
-$6.74M
$7.97M﹤0.01% 353,132
+235,553
+200%
+$5.32M
$7.97M﹤0.01% 88,131
+39,170
+80%
+$3.54M
$7.95M﹤0.01% 262,324
-815,927
-76%
-$24.7M
$7.93M﹤0.01% 94,848
+12,233
+15%
+$1.02M
$7.93M﹤0.01% 62,640
-21,230
-25%
-$2.69M
$7.92M﹤0.01% 879,995
+29,734
+4%
+$268K
$7.91M﹤0.01% 226,326
+20,887
+10%
+$730K
$7.9M﹤0.01% 91,814
+16,293
+22%
+$1.4M
$7.88M﹤0.01% 440,970
+154,923
+54%
+$2.77M