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
$235K0%4,385 New
+$235K
$234K0%117,680
-100,506
-46%
-$200K
$234K0%3,670
+3,373
+1,136%
+$215K
$234K0%4,160
+2,553
+159%
+$143K
$234K0%5,963
+264
+5%
+$10.3K
$233K0%23,156
-53,069
-70%
-$535K
$233K0%4,633
-5,371
-54%
-$270K
$233K0%10,510
-62
-0.6%
-$1.37K
$231K0%11,080
+7,868
+245%
+$164K
$231K0%4,459
+3,471
+351%
+$180K
$231K0%5,336
+5,268
+7,747%
+$228K
$231K0%5,608
-1,396
-20%
-$57.5K
$231K0%4,964
+1,745
+54%
+$81.1K
$230K0%6,144
+5,972
+3,472%
+$224K
$230K0%10,231
+9,960
+3,675%
+$224K
$229K0%24,941
+13,303
+114%
+$122K
$229K0%4,878
-829
-15%
-$38.9K
$229K0%36,732
+4,651
+15%
+$29K
$229K0%74,022 New
+$229K
$228K0%21,594
-4,234
-16%
-$44.8K
$228K0%6,435
+298
+5%
+$10.6K
$228K0%80,862
+10,583
+15%
+$29.8K
$228K0%357,019
+356,553
+76,514%
+$227K
$228K0%559,206
+63,413
+13%
+$25.8K
$228K0%6,327
-9,601
-60%
-$345K