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
$271K0%6,959
+6,900
+11,695%
+$269K
$271K0%268,285
+13,096
+5%
+$13.2K
$271K0%6,319
+6,191
+4,837%
+$265K
$270K0%19,032
-32,058
-63%
-$455K
$270K0%58,560
+26,244
+81%
+$121K
$270K0%26,400
+900
+4%
+$9.2K
$270K0%31,796
+10,761
+51%
+$91.3K
$269K0%4,642
+1,238
+36%
+$71.9K
$268K0%24,538
+6,718
+38%
+$73.4K
$267K0%51,338
+2,320
+5%
+$12.1K
$267K0%440,694
+53,331
+14%
+$32.3K
$266K0%86,705
-50,177
-37%
-$154K
$266K0%28,072
+601
+2%
+$5.69K
$265K0%11,105
-8,847
-44%
-$211K
$265K0%82,535
-34,019
-29%
-$109K
$265K0%6,685 New
+$265K
$265K0%7,147 New
+$265K
$264K0%15,787
-2,372
-13%
-$39.7K
$264K0%4,866
+1,436
+42%
+$77.9K
$264K0%3,209 New
+$264K
$263K0%4,445
-814
-15%
-$48.3K
$262K0%318,546
+215,492
+209%
+$178K
$262K0%64,920
-6,846
-10%
-$27.7K
$262K0%3,056 New
+$262K
$262K0%6,406
+6,367
+16,326%
+$260K