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
$9.81K﹤0.01% 800
-3,234
-80%
-$39.6K
$9.81K﹤0.01% 9,164
+5,388
+143%
+$5.77K
$9.79K﹤0.01%
+310
New
+$9.79K
$9.75K﹤0.01% 7,017
+279
+4%
+$388
$9.72K﹤0.01%
+408
New
+$9.72K
$9.72K﹤0.01% 960
+160
+20%
+$1.62K
$9.7K﹤0.01%
+205
New
+$9.7K
$9.65K﹤0.01% 349
-753
-68%
-$20.8K
$9.63K﹤0.01% 5,909
+5,901
+73,763%
+$9.62K
$9.61K﹤0.01% 399
+134
+51%
+$3.23K
$9.61K﹤0.01%
+246
New
+$9.61K
$9.58K﹤0.01% 5,295
+1,227
+30%
+$2.22K
$9.53K﹤0.01% 5,995
-2,422
-29%
-$3.85K
$9.53K﹤0.01% 1,496
-1,652
-52%
-$10.5K
$9.53K﹤0.01% 37,963
-67,737
-64%
-$17K
$9.48K﹤0.01% 760
-2,816
-79%
-$35.1K
$9.47K﹤0.01% 261
+105
+67%
+$3.81K
$9.45K﹤0.01% 1,090
-14,924
-93%
-$129K
$9.41K﹤0.01% 400
+76
+23%
+$1.79K
$9.4K﹤0.01% 4,675
+4,674
+467,400%
+$9.4K
$9.36K﹤0.01% 279
-2,720
-91%
-$91.3K
$9.36K﹤0.01% 852
-5,318
-86%
-$58.4K
$9.32K﹤0.01%
+197
New
+$9.32K
$9.31K﹤0.01% 413
+20
+5%
+$451
$9.3K﹤0.01% 19,536
-17,560
-47%
-$8.36K