UBS Group

UBS Group Portfolio holdings

AUM $478B
 

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
+10.75%
1 Year Return
+17.78%
3 Year Return
+59.77%
5 Year Return
+91.78%
10 Year Return
+181.19%
AUM
$478B
AUM Growth
+$26.7B
Cap. Flow
-$15.9B
Cap. Flow %
-3.33%
Top 10 Hldgs %
17.72%
Holding
9,744
New
859
Increased
3,952
Reduced
3,777
Closed
845

Sector Composition

1Technology22.14%
2Financials11.57%
3Industrials8.19%
4Consumer Discretionary8.18%
5Healthcare7.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-2,373
Closed
-$92.9K
-5,668,820
Closed
-$107M
-28
Closed
-$1.39K
-2,416,137
Closed
-$412M
-84
Closed
-$1.34K
-3,198
Closed
-$77.7K
-1,440
Closed
-$20.4K
-13,310
Closed
-$2.34K
-1,162
Closed
-$16.8K
-6,685
Closed
-$265K
-1,028
Closed
-$26.6K
-92,084
Closed
-$661K
-4,756
Closed
-$182K
-281
Closed
-$7.66K
-2,960
Closed
-$1.07K
-383
Closed
-$13K
-184
Closed
-$5.77K
-2,867
Closed
-$79.5K
-326
Closed
-$2.65K
-57
Closed
-$1.47K
-4,875
Closed
-$126K
-248
Closed
-$404
-4,496
Closed
-$138K