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
$14.1K﹤0.01% 16,167
+11,915
+280%
+$10.4K
$14K﹤0.01% 2,227
-1,750
-44%
-$11K
$14K﹤0.01% 261
+1
+0.4%
+$54
$13.9K﹤0.01% 86
$13.8K﹤0.01% 831
-14,298
-95%
-$238K
$13.7K﹤0.01%
+1,100
New
+$13.7K
$13.7K﹤0.01%
+65,025
New
+$13.7K
$13.6K﹤0.01%
+254
New
+$13.6K
$13.6K﹤0.01%
+196
New
+$13.6K
$13.6K﹤0.01% 826
+537
+186%
+$8.83K
$13.6K﹤0.01%
+409
New
+$13.6K
$13.5K﹤0.01%
+386
New
+$13.5K
$13.5K﹤0.01% 642
+169
+36%
+$3.56K
$13.5K﹤0.01%
+16,886
New
+$13.5K
$13.5K﹤0.01% 5,058
-111,412
-96%
-$297K
$13.5K﹤0.01% 12,355
-34,675
-74%
-$37.8K
$13.4K﹤0.01% 18,334
+18,094
+7,539%
+$13.3K
$13.4K﹤0.01% 3,445
-403
-10%
-$1.57K
$13.4K﹤0.01%
+335
New
+$13.4K
$13.4K﹤0.01% 1,979
+45
+2%
+$305
$13.4K﹤0.01%
+44,574
New
+$13.4K
$13.3K﹤0.01% 23,565
-13,602
-37%
-$7.7K
$13.3K﹤0.01% 11,200
-32,150
-74%
-$38.3K
$13.3K﹤0.01% 246,259
+191,112
+347%
+$10.3K
$13.3K﹤0.01% 2,705
-39
-1%
-$191