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

Top Buys

1
$1.56B
2
$585M
3
$582M
4
$514M
5
$510M

Top Sells

1
$660M
2
$549M
3
$513M
4
$480M
5
$458M

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
$24.5M﹤0.01% 364,039
+297,400
+446%
+$20M
$24.4M﹤0.01% 230,187
-192,895
-46%
-$20.5M
$24.4M﹤0.01% 1,264,223
+77,873
+7%
+$1.5M
$24.4M﹤0.01% 164,158
+93,501
+132%
+$13.9M
$24.3M﹤0.01% 2,619,597
+386,213
+17%
+$3.59M
$24.3M﹤0.01% 1,081,916
+237,381
+28%
+$5.32M
$24.2M﹤0.01% 560,719
+27,469
+5%
+$1.18M
$24.1M﹤0.01% 2,542,214
+761,247
+43%
+$7.21M
$24M﹤0.01% 573,962
+326,361
+132%
+$13.6M
$23.9M﹤0.01% 145,542
+50,721
+53%
+$8.32M
$23.8M﹤0.01% 609,106
+263,603
+76%
+$10.3M
$23.8M﹤0.01% 120,631
+44,301
+58%
+$8.73M
$23.7M﹤0.01% 138,446
+100,364
+264%
+$17.2M
$23.7M﹤0.01% 17,577
+4,236
+32%
+$5.72M
$23.7M﹤0.01% 957,456
+581,544
+155%
+$14.4M
$23.6M﹤0.01% 274,921
+20,248
+8%
+$1.74M
$23.6M﹤0.01% 833,119
+303,532
+57%
+$8.61M
$23.5M﹤0.01% 226,242
-51,737
-19%
-$5.37M
$23.5M﹤0.01% 458,264
+14,103
+3%
+$722K
$23.4M﹤0.01% 477,721
+177,112
+59%
+$8.69M
$23.4M﹤0.01% 276,742
+151,943
+122%
+$12.8M
$23.4M﹤0.01% 915,790
+642,670
+235%
+$16.4M
$23.2M﹤0.01% 238,205
-251,938
-51%
-$24.6M
$23.2M﹤0.01% 491,459
+196,350
+67%
+$9.27M
$23.2M﹤0.01% 1,114,400
+334,294
+43%
+$6.95M
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