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
$16.1K﹤0.01% 5,089
+3,594
+240%
+$11.4K
$16K﹤0.01% 1,030
-513
-33%
-$7.99K
$16K﹤0.01% 626
+600
+2,308%
+$15.4K
$16K﹤0.01% 9,001
+5,491
+156%
+$9.77K
$16K﹤0.01% 323
-133
-29%
-$6.59K
$15.9K﹤0.01% 11,549
-3,353
-23%
-$4.63K
$15.9K﹤0.01% 9,371
+3,009
+47%
+$5.12K
$15.9K﹤0.01% 790
+130
+20%
+$2.62K
$15.9K﹤0.01%
+2,200
New
+$15.9K
$15.8K﹤0.01% 9,844
+8,336
+553%
+$13.4K
$15.8K﹤0.01%
+685
New
+$15.8K
$15.8K﹤0.01% 486
+217
+81%
+$7.05K
$15.8K﹤0.01% 5,438
-378
-7%
-$1.1K
$15.6K﹤0.01% 555
-309
-36%
-$8.7K
$15.6K﹤0.01% 464
+14
+3%
+$469
$15.5K﹤0.01% 49,329
+10,486
+27%
+$3.3K
$15.5K﹤0.01% 11,316
-10,067
-47%
-$13.8K
$15.5K﹤0.01% 7,275
-31,697
-81%
-$67.5K
$15.5K﹤0.01%
+513
New
+$15.5K
$15.5K﹤0.01% 634
-3,932
-86%
-$95.9K
$15.5K﹤0.01% 785
-4,695
-86%
-$92.4K
$15.4K﹤0.01% 28,739
-7,809
-21%
-$4.19K
$15.3K﹤0.01%
+4,417
New
+$15.3K
$15.3K﹤0.01% 505
$15.3K﹤0.01%
+3,058
New
+$15.3K