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
$3.54K﹤0.01% 700
-26,707
-97%
-$135K
$3.53K﹤0.01%
+25,371
New
+$3.53K
$3.52K﹤0.01%
+25,107
New
+$3.52K
$3.49K﹤0.01%
+100
New
+$3.49K
$3.48K﹤0.01% 1,304
+165
+14%
+$441
$3.48K﹤0.01%
+464
New
+$3.48K
$3.47K﹤0.01% 111
+30
+37%
+$939
$3.46K﹤0.01% 302
-3,111
-91%
-$35.6K
$3.44K﹤0.01%
+114,598
New
+$3.44K
$3.41K﹤0.01% 696
+592
+569%
+$2.9K
$3.41K﹤0.01% 68
-287
-81%
-$14.4K
$3.39K﹤0.01% 69
-1,983
-97%
-$97.3K
$3.37K﹤0.01%
+141
New
+$3.37K
$3.35K﹤0.01% 1,950
-7,026
-78%
-$12.1K
$3.35K﹤0.01%
+79
New
+$3.35K
$3.35K﹤0.01% 578
-1,834
-76%
-$10.6K
$3.35K﹤0.01% 1,308
+713
+120%
+$1.83K
$3.34K﹤0.01%
+281
New
+$3.34K
$3.31K﹤0.01%
+414
New
+$3.31K
$3.31K﹤0.01%
+140
New
+$3.31K
$3.3K﹤0.01%
+13,189
New
+$3.3K
$3.29K﹤0.01% 153
-6,235
-98%
-$134K
$3.27K﹤0.01% 31,088
-212,243
-87%
-$22.3K
$3.26K﹤0.01%
+154
New
+$3.26K
$3.25K﹤0.01% 60
-1
-2%
-$54