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
$4.43K﹤0.01%
+1,200
New
+$4.43K
$4.42K﹤0.01%
+88
New
+$4.42K
$4.41K﹤0.01% 168
-209
-55%
-$5.49K
$4.41K﹤0.01% 1,701
-1,526
-47%
-$3.95K
$4.4K﹤0.01% 7,554
-73,012
-91%
-$42.6K
$4.39K﹤0.01% 173
+12
+7%
+$305
$4.39K﹤0.01%
+51
New
+$4.39K
$4.39K﹤0.01%
+210
New
+$4.39K
$4.38K﹤0.01% 224
-71
-24%
-$1.39K
$4.38K﹤0.01%
+33,676
New
+$4.38K
$4.37K﹤0.01% 432
-1,168
-73%
-$11.8K
$4.36K﹤0.01%
+1,724
New
+$4.36K
$4.35K﹤0.01% 361
+92
+34%
+$1.11K
$4.34K﹤0.01%
+234
New
+$4.34K
$4.34K﹤0.01% 122
-415
-77%
-$14.8K
$4.28K﹤0.01% 106
-29
-21%
-$1.17K
$4.28K﹤0.01%
+29,300
New
+$4.28K
$4.27K﹤0.01%
+214
New
+$4.27K
$4.25K﹤0.01% 182
-1,053
-85%
-$24.6K
$4.25K﹤0.01% 97
-12
-11%
-$526
$4.25K﹤0.01% 163
-58
-26%
-$1.51K
$4.25K﹤0.01% 375
$4.24K﹤0.01% 8,841
+8,382
+1,826%
+$4.02K
$4.24K﹤0.01% 100
+59
+144%
+$2.5K
$4.24K﹤0.01% 1,826
+328
+22%
+$761