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
$141K0%101,697
+93,624
+1,160%
+$130K
$141K0%1,834
-200
-10%
-$15.3K
$140K0%4,871 New
+$140K
$140K0%8,493
+8,061
+1,866%
+$133K
$140K0%1,214 New
+$140K
$140K0%42,341
+13,146
+45%
+$43.4K
$140K0%4,140
-523
-11%
-$17.6K
$140K0%6,199
+6,085
+5,338%
+$137K
$139K0%7,135 New
+$139K
$139K0%100,770
+99,632
+8,755%
+$137K
$139K0%6,506
-1,448
-18%
-$30.9K
$139K0%9,082
-1,198
-12%
-$18.3K
$138K0%2,901 New
+$138K
$138K0%5,120
-821
-14%
-$22.2K
$138K0%4,496 New
+$138K
$138K0%4,251
-147
-3%
-$4.77K
$138K0%2,700
-32
-1%
-$1.63K
$138K0%5,813
+5,762
+11,298%
+$136K
$137K0%13,550
-2,632
-16%
-$26.7K
$137K0%6,358
-1,584
-20%
-$34.2K
$137K0%4,551
-747
-14%
-$22.5K
$137K0%3,248
+3,178
+4,540%
+$134K
$137K0%32,762
-25,965
-44%
-$109K
$137K0%4,594 New
+$137K
$136K0%5,667 New
+$136K