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.

AUM
$452B
AUM Growth
+$5.56B
Cap. Flow
+$21.8B
Cap. Flow %
4.84%
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
$1.36B0.25%26,747,008
-25,084
-0.1%
-$1.28M
$1.36B0.25%8,831,443
+88,831
+1%
+$13.6M
$1.35B0.25%23,107,496
-633,452
-3%
-$37M
$1.3B0.24%2,619,954
+189,283
+8%
+$94.2M
$1.3B0.24%9,798,914
+714,664
+8%
+$94.8M
$1.28B0.24%6,601,993
+42,553
+0.7%
+$8.25M
$1.27B0.23%4,685,659
+2,152,764
+85%
+$585M
$1.27B0.23%2,725,199
+156,694
+6%
+$73M
$1.25B0.23%12,150,743
-3,694,948
-23%
-$380M
$1.22B0.22%7,136,120
-200,291
-3%
-$34.2M
$1.21B0.22%6,976,535
+410,033
+6%
+$71M
$1.2B0.22%4,463,500
+879,088
+25%
+$237M
$1.19B0.22%6,638,777
-294,111
-4%
-$52.9M
$1.19B0.22%8,955,876
+18,429
+0.2%
+$2.44M
$1.16B0.21%4,744,828
+467,254
+11%
+$114M
$1.15B0.21%4,642,182
-494,764
-10%
-$123M
$1.14B0.21%4,162,331
-88,686
-2%
-$24.4M
$1.12B0.21%7,499,853
-584,128
-7%
-$87.6M
$1.11B0.2%10,607,421
-1,291,117
-11%
-$135M
$1.11B0.2%5,367,944
-289,555
-5%
-$59.8M
$1.09B0.2%1,148,873
-762
-0.1%
-$721K
$1.07B0.2%2,280,766
+23,960
+1%
+$11.2M
$1.06B0.19%11,621,609
+360,305
+3%
+$32.8M
$1.05B0.19%4,450,475
-381,228
-8%
-$90.1M
$1.03B0.19%1,688,083
+715,829
+74%
+$435M