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
$2.28K﹤0.01%
+6,333
New
+$2.28K
$2.27K﹤0.01%
+110
New
+$2.27K
$2.27K﹤0.01% 220
$2.26K﹤0.01%
+46
New
+$2.26K
$2.26K﹤0.01% 1,566
-841
-35%
-$1.21K
$2.25K﹤0.01%
+93
New
+$2.25K
$2.24K﹤0.01% 92
-59
-39%
-$1.44K
$2.24K﹤0.01%
+85
New
+$2.24K
$2.22K﹤0.01% 12,473
-4,384
-26%
-$780
$2.21K﹤0.01%
+112
New
+$2.21K
$2.2K﹤0.01%
+34
New
+$2.2K
$2.19K﹤0.01%
+81
New
+$2.19K
$2.18K﹤0.01%
+84
New
+$2.18K
$2.16K﹤0.01% 2,599
+279
+12%
+$232
$2.15K﹤0.01% 2,687
+1,861
+225%
+$1.49K
$2.12K﹤0.01% 6,486
+6,172
+1,966%
+$2.02K
$2.12K﹤0.01%
+2,275
New
+$2.12K
$2.11K﹤0.01%
+104
New
+$2.11K
$2.11K﹤0.01% 92
+45
+96%
+$1.03K
$2.11K﹤0.01% 72
-40
-36%
-$1.17K
$2.1K﹤0.01% 2,967
-34,593
-92%
-$24.5K
$2.1K﹤0.01% 1,215
$2.1K﹤0.01% 84
-32
-28%
-$801
$2.1K﹤0.01% 229
-154,161
-100%
-$1.41M
$2.09K﹤0.01% 255
+161
+171%
+$1.32K