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
$713M0.13%10,534,385
+1,655,430
+19%
+$112M
$710M0.13%4,115,647
+1,265,900
+44%
+$218M
$710M0.13%11,824,415
+2,566,465
+28%
+$154M
$706M0.13%6,434,864
+885,806
+16%
+$97.1M
$705M0.13%5,377,291
-1,483,875
-22%
-$194M
$701M0.13%10,329,781
-2,528,576
-20%
-$172M
$700M0.13%29,376,381
-1,672,157
-5%
-$39.8M
$691M0.13%17,089,249
+8,999,414
+111%
+$364M
$682M0.13%2,922,750
+231,756
+9%
+$54.1M
$678M0.12%3,558,744
-41,864
-1%
-$7.98M
$674M0.12%8,164,738
+1,734,702
+27%
+$143M
$671M0.12%2,033,724
-112,204
-5%
-$37M
$670M0.12%1,987,649
+219,650
+12%
+$74M
$661M0.12%461,687
-27,906
-6%
-$40M
$661M0.12%1,364,945
-82,422
-6%
-$39.9M
$657M0.12%42,558,678
+33,289,490
+359%
+$514M
$651M0.12%2,561,413
-216,513
-8%
-$55M
$647M0.12%6,202,483
+1,063,952
+21%
+$111M
$645M0.12%4,065,593
-59,191
-1%
-$9.4M
$629M0.12%2,181,189
-2,288,039
-51%
-$660M
$622M0.11%1,013,294
-45,044
-4%
-$27.7M
$620M0.11%6,758,773
+240,819
+4%
+$22.1M
$619M0.11%2,395,696
+113,799
+5%
+$29.4M
$614M0.11%33,051,626
-5,505,252
-14%
-$102M
$612M0.11%6,163,471
+290,747
+5%
+$28.8M