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
$283K0%9,440
+1,687
+22%
+$50.5K
$283K0%6,335
$282K0%23,830
-6,948
-23%
-$82.1K
$281K0%10,054
+9,852
+4,877%
+$276K
$281K0%4,102
+800
+24%
+$54.8K
$281K0%107,564
+37,854
+54%
+$98.8K
$281K0%4,965
-1,973
-28%
-$112K
$280K0%5,601
+5,236
+1,435%
+$261K
$278K0%14,160
-34,135
-71%
-$671K
$278K0%12,621
-120
-0.9%
-$2.64K
$277K0%10,956
-3,373
-24%
-$85.4K
$277K0%9,659
+8,413
+675%
+$242K
$277K0%14,090
-8,517
-38%
-$168K
$277K0%5,500
+622
+13%
+$31.3K
$277K0%26,638
-20,328
-43%
-$211K
$276K0%4,685
+4,479
+2,174%
+$264K
$275K0%36,724
-140,760
-79%
-$1.06M
$275K0%26,003
-35,332
-58%
-$374K
$275K0%9,974
-1,181
-11%
-$32.6K
$275K0%6,005
+2,004
+50%
+$91.7K
$274K0%4,288
+2,080
+94%
+$133K
$274K0%428,856
+3,379
+0.8%
+$2.16K
$274K0%82,274
+10,758
+15%
+$35.8K
$272K0%57,027
-11,588
-17%
-$55.3K
$272K0%86,535
-196,817
-69%
-$618K