UBS Group

UBS Group Portfolio holdings

AUM $478B
 

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
+2.26%
1 Year Return
+17.78%
3 Year Return
+59.77%
5 Year Return
+91.78%
10 Year Return
+181.19%
AUM
$118B
AUM Growth
–
Cap. Flow
+$118B
Cap. Flow %
99.94%
Top 10 Hldgs %
13.36%
Holding
6,875
New
6,797
Increased
–
Reduced
–
Closed
–

Top Buys

1
SPY icon
SPDR S&P 500 ETF Trust
SPY
$4.2B
2
AAPL icon
Apple
AAPL
$2.09B
3
UBS icon
UBS Group
UBS
$1.68B
4
MSFT icon
Microsoft
MSFT
$1.34B
5
QCOM icon
Qualcomm
QCOM
$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
YUMA
6776
DELISTED
Yuma Energy Inc
YUMA
$0 ﹤0.01% +9 New –
IPCI
6777
DELISTED
Intellipharmaceuticals International Inc.
IPCI
$0 ﹤0.01% +96 New –
CORI
6778
DELISTED
Corium International, Inc.
CORI
$0 ﹤0.01% +40 New –
AENZ
6779
DELISTED
Aenza S.A.A. American Depositary Shares (each representing fifteen (15) Common Shares)
AENZ
$0 ﹤0.01% +28 New –
268 269 270 271
272