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
-1.4%
1 Year Return
+17.78%
3 Year Return
+59.77%
5 Year Return
+91.78%
10 Year Return
+181.19%
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
$838M0.15% 14,023,110
+1,269,782
+10%
+$75.9M
$837M0.15% 2,956,397
+402,726
+16%
+$114M
$831M0.15% 8,949,144
-298,805
-3%
-$27.7M
$822M0.15% 15,238,338
-627,221
-4%
-$33.9M
$821M0.15% 1,616,081
+63,417
+4%
+$32.2M
$818M0.15% 4,798,397
-2,688,197
-36%
-$458M
$815M0.15% 1,823,409
-62,634
-3%
-$28M
$810M0.15% 3,721,624
+713,566
+24%
+$155M
$805M0.15% 8,155,270
+78,323
+1%
+$7.73M
$794M0.15% 10,141,131
+4,876,163
+93%
+$382M
$789M0.15% 17,439,177
+702,849
+4%
+$31.8M
$783M0.14% 2,950,160
+271,026
+10%
+$71.9M
$781M0.14% 15,689,378
+2,350,497
+18%
+$117M
$781M0.14% 2,556,572
-64,602
-2%
-$19.7M
$777M0.14% 27,487,240
-2,207,657
-7%
-$62.4M
$759M0.14% 10,441,655
+497,437
+5%
+$36.2M
$759M0.14% 2,151,551
-26,821
-1%
-$9.46M
$755M0.14% 6,859,783
-304,874
-4%
-$33.5M
$753M0.14% 2,553,639
+458,235
+22%
+$135M
$752M0.14% 8,912,781
-2,651,943
-23%
-$224M
$747M0.14% 938,788
+531
+0.1%
+$423K
$741M0.14% 17,726,165
+3,168,961
+22%
+$132M
$740M0.14% 4,332,546
-241,917
-5%
-$41.3M
$727M0.13% 21,656,940
+15,179,112
+234%
+$510M
$715M0.13% 2,046,645
-44,068
-2%
-$15.4M