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

Top Buys

1
$1.56B
2
$585M
3
$582M
4
$514M
5
$510M

Top Sells

1
$660M
2
$549M
3
$513M
4
$480M
5
$458M

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
$30.6K﹤0.01% 1,483
+661
+80%
+$13.6K
$30.5K﹤0.01% 3,196
-3,361
-51%
-$32.1K
$30.3K﹤0.01% 15,556
+9,958
+178%
+$19.4K
$30.3K﹤0.01% 1,010
-12
-1%
-$360
$30.3K﹤0.01% 48,306
+30,253
+168%
+$19K
$30.3K﹤0.01% 88,022
+20,161
+30%
+$6.94K
$30.3K﹤0.01% 47,745
+26,727
+127%
+$16.9K
$30.3K﹤0.01% 18,914
-549
-3%
-$878
$30.2K﹤0.01% 12,817
+7,885
+160%
+$18.6K
$30.2K﹤0.01% 116,448
+27,818
+31%
+$7.21K
$30.1K﹤0.01% 26,403
-12,519
-32%
-$14.3K
$30.1K﹤0.01% 143,251
+1,138
+0.8%
+$239
$30K﹤0.01%
+1,175
 New
+$30K
$30K﹤0.01% 1,257
-292
-19%
-$6.97K
$29.9K﹤0.01% 13,004
+13,002
+650,100%
+$29.9K
$29.8K﹤0.01% 4,604
+763
+20%
+$4.94K
$29.8K﹤0.01% 1,342
+1,031
+332%
+$22.9K
$29.8K﹤0.01% 1,750
-33,050
-95%
-$563K
$29.8K﹤0.01% 16,188
-4,220
-21%
-$7.77K
$29.7K﹤0.01% 586
+312
+114%
+$15.8K
$29.7K﹤0.01% 16,313
-70,619
-81%
-$129K
$29.7K﹤0.01% 83,630
+75,321
+907%
+$26.7K
$29.7K﹤0.01% 3,147
-1,467
-32%
-$13.8K
$29.7K﹤0.01% 43,612
+42,632
+4,350%
+$29K
$29.6K﹤0.01% 1,370
+279
+26%
+$6.02K
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