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
$262K0%8,650
+5,972
+223%
+$181K
$262K0%5,611 New
+$262K
$261K0%13,316
-1,156
-8%
-$22.7K
$261K0%69,666
-601
-0.9%
-$2.25K
$261K0%32,222
-8,282
-20%
-$67K
$259K0%17,223
-31,869
-65%
-$480K
$259K0%10,617
-5,740
-35%
-$140K
$258K0%9,824
+1,324
+16%
+$34.8K
$257K0%11,717
+7,529
+180%
+$165K
$256K0%13,144
-206,999
-94%
-$4.04M
$256K0%103,525
-83,480
-45%
-$206K
$256K0%48,969
+34,745
+244%
+$181K
$255K0%251,134
-6,158
-2%
-$6.26K
$255K0%24,129
+1,208
+5%
+$12.8K
$255K0%150,869
+8,757
+6%
+$14.8K
$255K0%46,148
+14,996
+48%
+$82.8K
$254K0%10,185
+309
+3%
+$7.71K
$254K0%5,864
-678
-10%
-$29.3K
$254K0%80,548
-6,631
-8%
-$20.9K
$253K0%48,378
-54,816
-53%
-$287K
$253K0%14,172
+12,160
+604%
+$217K
$253K0%51,804
-54,498
-51%
-$266K
$252K0%24,169
-3,771
-14%
-$39.4K
$252K0%83,845
+21,431
+34%
+$64.3K
$251K0%57,548
+9,952
+21%
+$43.5K