UBS Group

UBS Group Portfolio holdings

AUM $478B
 

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.

This Quarter Return
+10.75%
1 Year Return
+17.78%
3 Year Return
+59.77%
5 Year Return
+91.78%
10 Year Return
+181.19%
AUM
$478B
AUM Growth
+$26.7B
Cap. Flow
-$15.9B
Cap. Flow %
-3.33%
Top 10 Hldgs %
17.72%
Holding
9,744
New
859
Increased
3,952
Reduced
3,777
Closed
845

Sector Composition

1Technology22.13%
2Financials11.57%
3Industrials8.2%
4Consumer Discretionary8.18%
5Healthcare7.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$300K﹤0.01% 24,184
+10,431
+76%
+$129K
$299K﹤0.01% 143,251
-70,597
-33%
-$148K
$299K﹤0.01%
+7,043
New
+$299K
$298K﹤0.01% 6,325
+792
+14%
+$37.3K
$298K﹤0.01% 5,875
+1,507
+35%
+$76.3K
$298K﹤0.01%
+31,899
New
+$298K
$297K﹤0.01%
+10,000
New
+$297K
$296K﹤0.01% 11,063
-142,060
-93%
-$3.8M
$296K﹤0.01% 18,686
+13,136
+237%
+$208K
$295K﹤0.01% 42,403
+2,513
+6%
+$17.5K
$295K﹤0.01% 147,252
+80,743
+121%
+$161K
$294K﹤0.01% 178,449
+139,990
+364%
+$231K
$294K﹤0.01% 60,206
-182,338
-75%
-$890K
$293K﹤0.01% 10,909
-99,415
-90%
-$2.67M
$291K﹤0.01% 222,200
$291K﹤0.01% 5,694
-779
-12%
-$39.8K
$290K﹤0.01%
+6,424
New
+$290K
$290K﹤0.01% 9,113
+9,004
+8,261%
+$287K
$290K﹤0.01% 7,357
+4,879
+197%
+$192K
$290K﹤0.01% 30,046
+21,106
+236%
+$203K
$289K﹤0.01% 27,825
-55,362
-67%
-$576K
$289K﹤0.01% 53,800
-5,053
-9%
-$27.1K
$287K﹤0.01% 69,383
+10,256
+17%
+$42.4K
$287K﹤0.01% 354,607
+172,592
+95%
+$139K
$286K﹤0.01% 6,894
-75,579
-92%
-$3.14M