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

1Technology19.91%
2Financials12.02%
3Healthcare8.45%
4Consumer Discretionary8.12%
5Industrials7.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.14B0.39%3,814,168
-62,652
-2%
-$35.2M
$2.08B0.38%17,457,824
-1,799,453
-9%
-$214M
$2.06B0.38%4,000,327
+152,874
+4%
+$78.6M
$1.98B0.36%6,337,641
-39,017
-0.6%
-$12.2M
$1.97B0.36%11,909,023
-2,080,894
-15%
-$345M
$1.97B0.36%3,599,739
+14,144
+0.4%
+$7.75M
$1.96B0.36%27,355,422
+1,522,699
+6%
+$109M
$1.92B0.35%31,085,002
+548,163
+2%
+$33.8M
$1.89B0.35%21,061,269
+3,789,980
+22%
+$340M
$1.83B0.34%20,822,274
+64,019
+0.3%
+$5.62M
$1.75B0.32%23,136,925
-1,284,457
-5%
-$97.2M
$1.69B0.31%6,503,696
-757,244
-10%
-$196M
$1.63B0.3%2,991,840
+503,533
+20%
+$275M
$1.6B0.29%5,952,556
+436,833
+8%
+$117M
$1.54B0.28%21,687,852
+712,546
+3%
+$50.5M
$1.54B0.28%36,822,201
+10,283,657
+39%
+$429M
$1.51B0.28%1,618,856
+71,468
+5%
+$66.6M
$1.5B0.28%7,960,372
+823,288
+12%
+$155M
$1.49B0.27%10,687,236
+1,293,595
+14%
+$181M
$1.45B0.27%5,624,033
+61,378
+1%
+$15.9M
$1.44B0.26%6,800,486
+560,841
+9%
+$119M
$1.41B0.26%12,126,722
+1,159,371
+11%
+$135M
$1.4B0.26%4,486,395
+418,781
+10%
+$130M
$1.38B0.25%8,316,853
-369,521
-4%
-$61.3M
$1.37B0.25%18,789,109
+3,992,524
+27%
+$291M