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
$291K0%89,955
+75,231
+511%
+$243K
$291K0%52,538
+10,082
+24%
+$55.8K
$290K0%152,851
-10,805
-7%
-$20.5K
$290K0%15,412
-18,516
-55%
-$349K
$290K0%920,352
+544,153
+145%
+$171K
$289K0%416,305
-45,335
-10%
-$31.5K
$289K0%9,774 New
+$289K
$289K0%56,132
+9,226
+20%
+$47.5K
$289K0%138,243
-81,127
-37%
-$170K
$289K0%27,591
+2,702
+11%
+$28.3K
$288K0%38,460
-179,296
-82%
-$1.34M
$288K0%7,136
+784
+12%
+$31.6K
$288K0%8,294 New
+$288K
$287K0%9,239
-1,248
-12%
-$38.8K
$287K0%63,904
+34,960
+121%
+$157K
$287K0%5,890
+1,591
+37%
+$77.4K
$286K0%31,661
-4,784
-13%
-$43.2K
$286K0%5,505
+1,255
+30%
+$65.1K
$285K0%243,676
-61,460
-20%
-$71.9K
$285K0%18,977
+18,049
+1,945%
+$271K
$285K0%1,993
-4,037
-67%
-$577K
$284K0%4,309
+4,246
+6,740%
+$280K
$284K0%60,257
+21,477
+55%
+$101K
$284K0%8,561
-18,387
-68%
-$609K
$283K0%10,174
-1,252
-11%
-$34.8K