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.

This Quarter Return
-1.4%
1 Year Return
+9.3%
3 Year Return
+28.61%
5 Year Return
+101.42%
10 Year Return
+153.44%
AUM
$452B
AUM Growth
+$5.56B
Cap. Flow
+$20.5B
Cap. Flow %
4.55%
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
$56.5K﹤0.01% 4,616
-5,739
-55%
-$70.2K
$56.4K﹤0.01% 93,824
+70,703
+306%
+$42.5K
$56.3K﹤0.01% 5,544
-101
-2%
-$1.03K
$56.3K﹤0.01%
+5,559
New
+$56.3K
$56.2K﹤0.01% 1,954
+882
+82%
+$25.4K
$56.2K﹤0.01% 57,325
+55,276
+2,698%
+$54.2K
$56.1K﹤0.01% 7,816
+5,318
+213%
+$38.2K
$56K﹤0.01%
+109,900
New
+$56K
$55.9K﹤0.01%
+2,752
New
+$55.9K
$55.9K﹤0.01% 1,585
-400
-20%
-$14.1K
$55.9K﹤0.01% 61,313
+2,999
+5%
+$2.73K
$55.8K﹤0.01% 20,665
+7,422
+56%
+$20K
$55.6K﹤0.01% 866
+366
+73%
+$23.5K
$55.3K﹤0.01% 11,268
+6,889
+157%
+$33.8K
$55.2K﹤0.01% 9,997
+3,614
+57%
+$19.9K
$55.2K﹤0.01% 33,431
-14,551
-30%
-$24K
$55.2K﹤0.01% 167,137
+100,541
+151%
+$33.2K
$55.1K﹤0.01% 44,475
-184,606
-81%
-$229K
$55.1K﹤0.01% 2,341
+2,211
+1,701%
+$52.1K
$55K﹤0.01%
+2,815
New
+$55K
$55K﹤0.01% 15,195
+13,512
+803%
+$48.9K
$55K﹤0.01% 4,968
-8,736
-64%
-$96.7K
$55K﹤0.01% 1,293
-13,539
-91%
-$576K
$54.9K﹤0.01% 673
+233
+53%
+$19K
$54.8K﹤0.01%
+3,388
New
+$54.8K