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
$227K0%12,954
+9,835
+315%
+$173K
$227K0%15,910
-104,342
-87%
-$1.49M
$227K0%5,922
+4,508
+319%
+$173K
$226K0%36,947
-25,741
-41%
-$157K
$226K0%141,936
-41,742
-23%
-$66.4K
$225K0%28,739
+23,925
+497%
+$187K
$225K0%25,030
+3,158
+14%
+$28.4K
$225K0%195,042
-80,446
-29%
-$92.8K
$225K0%5,168
+3,456
+202%
+$150K
$225K0%23,176
-671
-3%
-$6.51K
$225K0%47,675
+26,015
+120%
+$123K
$224K0%62,516
-1,701
-3%
-$6.11K
$224K0%14,989
+2,413
+19%
+$36.1K
$224K0%16,571
-4,195
-20%
-$56.6K
$223K0%327,310
+21,381
+7%
+$14.5K
$222K0%41,349
+12,849
+45%
+$69.1K
$222K0%2,769
-228
-8%
-$18.3K
$222K0%96,924
-63,441
-40%
-$145K
$222K0%5,541
+5,306
+2,258%
+$212K
$221K0%7,503
+917
+14%
+$27K
$221K0%34,089
-8,937
-21%
-$57.8K
$220K0%1,665
-11,775
-88%
-$1.56M
$219K0%199,320
+177,325
+806%
+$195K
$219K0%53,776
-112,598
-68%
-$458K
$218K0%14,534
+8,031
+124%
+$121K