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
$1.02B0.19%22,445,727
-819,719
-4%
-$37.2M
$1.01B0.18%14,015,091
+2,164,468
+18%
+$155M
$994M0.18%11,683,089
-779,370
-6%
-$66.3M
$989M0.18%9,994,236
+1,306,292
+15%
+$129M
$976M0.18%1,799,195
-89,962
-5%
-$48.8M
$969M0.18%1,956,593
-201,170
-9%
-$99.6M
$961M0.18%4,800,595
+680,041
+17%
+$136M
$941M0.17%4,716,678
-217,847
-4%
-$43.5M
$936M0.17%9,280,167
+16,536
+0.2%
+$1.67M
$934M0.17%10,750,016
-405,735
-4%
-$35.3M
$912M0.17%9,302,646
-236,460
-2%
-$23.2M
$911M0.17%7,481,943
-386,239
-5%
-$47M
$907M0.17%25,294,609
-11,172,849
-31%
-$400M
$901M0.17%4,063,091
+2,665
+0.1%
+$591K
$898M0.17%10,992,418
-673,072
-6%
-$55M
$878M0.16%6,280,359
+157,958
+3%
+$22.1M
$877M0.16%9,388,407
-70,405
-0.7%
-$6.58M
$876M0.16%2,283,883
-170,167
-7%
-$65.3M
$875M0.16%2,802,593
-148,861
-5%
-$46.5M
$874M0.16%9,933,582
+4,797,341
+93%
+$422M
$865M0.16%3,243,344
-440,604
-12%
-$118M
$859M0.16%2,842,919
+276,221
+11%
+$83.4M
$857M0.16%37,750,215
-1,706,573
-4%
-$38.8M
$841M0.15%5,795,706
+176,039
+3%
+$25.5M
$838M0.15%4,156,397
-246,814
-6%
-$49.8M