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
$242K0%6,942
+2,182
+46%
+$76.2K
$242K0%220,272
+201,234
+1,057%
+$221K
$242K0%6,583
+1,790
+37%
+$65.9K
$242K0%9,638
+5,200
+117%
+$131K
$242K0%6,374
-9,801
-61%
-$372K
$242K0%9,558
-2,211
-19%
-$55.9K
$242K0%29,693
+8,860
+43%
+$72.1K
$241K0%127,759
+20,224
+19%
+$38.2K
$241K0%160,876
+112,140
+230%
+$168K
$241K0%151,588
+92,012
+154%
+$146K
$241K0%5,279
+5,043
+2,137%
+$230K
$241K0%34,978
+23,994
+218%
+$165K
$240K0%7,295
-8,723
-54%
-$287K
$240K0%5,197
+4,837
+1,344%
+$223K
$239K0%17,088
+3,936
+30%
+$55.1K
$239K0%20,282
-17,664
-47%
-$208K
$239K0%323,699
+128,023
+65%
+$94.5K
$239K0%28,603
+8,707
+44%
+$72.7K
$238K0%295,742
-421,902
-59%
-$340K
$238K0%65,881
-10,181
-13%
-$36.8K
$237K0%3,740
+2,781
+290%
+$176K
$237K0%5,300
-100,993
-95%
-$4.52M
$236K0%4,157
+3,866
+1,329%
+$219K
$235K0%8,112
-1,838
-18%
-$53.2K
$235K0%43,624
-18,475
-30%
-$99.4K