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
$251K0%45,839
-16,770
-27%
-$91.9K
$251K0%12,175
-11,461
-48%
-$236K
$251K0%4,000
+2,500
+167%
+$157K
$251K0%14,697
+14,672
+58,688%
+$250K
$251K0%20,639 New
+$251K
$249K0%9,250
-50
-0.5%
-$1.35K
$249K0%9,545
-298
-3%
-$7.76K
$248K0%36,725
-3,814
-9%
-$25.8K
$248K0%8,259
+8,197
+13,221%
+$246K
$247K0%9,464 New
+$247K
$247K0%505,107
+63,338
+14%
+$31K
$247K0%16,673
-6,872
-29%
-$102K
$247K0%60,647
+3,601
+6%
+$14.7K
$246K0%3,765
+1,841
+96%
+$121K
$246K0%5,932 New
+$246K
$245K0%7,374
-1,921
-21%
-$63.9K
$245K0%14,848
-4,551
-23%
-$75.2K
$245K0%16,201
-5,281
-25%
-$79.8K
$245K0%9,567 New
+$245K
$245K0%10,917
+3,355
+44%
+$75.2K
$244K0%27,622
+298
+1%
+$2.64K
$244K0%3,732
+2,047
+121%
+$134K
$244K0%6,942 New
+$244K
$243K0%12,917
+506
+4%
+$9.51K
$243K0%4,841
+4,100
+553%
+$206K