UBS Group

UBS Group Portfolio holdings

AUM $478B
 

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
+10.75%
1 Year Return
+17.78%
3 Year Return
+59.77%
5 Year Return
+91.78%
10 Year Return
+181.19%
AUM
$478B
AUM Growth
+$26.7B
Cap. Flow
-$15.9B
Cap. Flow %
-3.33%
Top 10 Hldgs %
17.72%
Holding
9,744
New
859
Increased
3,952
Reduced
3,777
Closed
845

Sector Composition

1Technology22.14%
2Financials11.57%
3Industrials8.19%
4Consumer Discretionary8.18%
5Healthcare7.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$762K﹤0.01% 77,550
+3,225
+4%
+$31.7K
$762K﹤0.01% 33,370
+12,713
+62%
+$290K
$761K﹤0.01% 145,575
+122,637
+535%
+$641K
$761K﹤0.01% 34,308
-64,057
-65%
-$1.42M
$760K﹤0.01% 167,744
-45,723
-21%
-$207K
$758K﹤0.01% 15,020
-9,107
-38%
-$460K
$756K﹤0.01% 97,211
+28,851
+42%
+$224K
$756K﹤0.01% 50,117
-4,615
-8%
-$69.6K
$756K﹤0.01% 81,336
-7,231
-8%
-$67.2K
$755K﹤0.01% 92,801
-46,546
-33%
-$379K
$754K﹤0.01% 37,656
+24,340
+183%
+$487K
$753K﹤0.01% 17,867
+7,270
+69%
+$307K
$752K﹤0.01% 35,017
-2,153
-6%
-$46.2K
$752K﹤0.01% 25,062
+24,627
+5,661%
+$739K
$752K﹤0.01% 123,229
+95,021
+337%
+$580K
$750K﹤0.01% 106,693
+4,084
+4%
+$28.7K
$750K﹤0.01% 45,153
-10,358
-19%
-$172K
$750K﹤0.01% 32,075
+23,798
+288%
+$556K
$746K﹤0.01% 42,703
-123,944
-74%
-$2.16M
$745K﹤0.01% 21,427
-4,662
-18%
-$162K
$741K﹤0.01% 23,480
+207
+0.9%
+$6.54K
$739K﹤0.01% 27,893
-23,584
-46%
-$625K
$734K﹤0.01% 26,999
-10,895
-29%
-$296K
$734K﹤0.01%
+19,583
New
+$734K
$728K﹤0.01% 68,534
-24,126
-26%
-$256K