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
$20.5K﹤0.01% 65,995
+63,459
+2,502%
+$19.7K
$20.4K﹤0.01% 20,812
-32,919
-61%
-$32.3K
$20.4K﹤0.01% 11,950
-2,351
-16%
-$4.02K
$20.4K﹤0.01%
+1,440
New
+$20.4K
$20.4K﹤0.01% 700
+293
+72%
+$8.54K
$20.4K﹤0.01% 1,116
+142
+15%
+$2.59K
$20.4K﹤0.01% 2,657
-55
-2%
-$421
$20.3K﹤0.01% 899
+715
+389%
+$16.2K
$20.3K﹤0.01% 40,463
+25,424
+169%
+$12.8K
$20.3K﹤0.01% 11,283
-13,360
-54%
-$24K
$20.3K﹤0.01%
+757
New
+$20.3K
$20.3K﹤0.01% 648
+406
+168%
+$12.7K
$20.3K﹤0.01%
+554
New
+$20.3K
$20.2K﹤0.01% 1,859
+147
+9%
+$1.6K
$20.2K﹤0.01% 381
+282
+285%
+$15K
$20.2K﹤0.01%
+403
New
+$20.2K
$20.2K﹤0.01% 700
-33
-5%
-$953
$20.2K﹤0.01%
+1,584
New
+$20.2K
$20.2K﹤0.01%
+920
New
+$20.2K
$20.2K﹤0.01%
+1,999
New
+$20.2K
$20.2K﹤0.01% 511
+248
+94%
+$9.78K
$20.2K﹤0.01% 887
+165
+23%
+$3.75K
$20.1K﹤0.01% 747
-1,290
-63%
-$34.8K
$20.1K﹤0.01% 33,559
+20,847
+164%
+$12.5K
$20.1K﹤0.01% 9,758
+5,835
+149%
+$12K