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

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
$22M﹤0.01% 152,959
+24,128
+19%
+$3.47M
$22M﹤0.01% 214,807
-6,452
-3%
-$661K
$22M﹤0.01% 699,499
-3,679
-0.5%
-$116K
$22M﹤0.01% 426,428
+3,360
+0.8%
+$173K
$21.9M﹤0.01% 200,728
-11,267
-5%
-$1.23M
$21.9M﹤0.01% 342,830
-15,466
-4%
-$987K
$21.8M﹤0.01% 300,927
+170,911
+131%
+$12.4M
$21.8M﹤0.01% 588,450
+410,625
+231%
+$15.2M
$21.8M﹤0.01% 534,836
+40,022
+8%
+$1.63M
$21.8M﹤0.01% 151,350
+3,934
+3%
+$566K
$21.7M﹤0.01% 216,825
+86,274
+66%
+$8.65M
$21.7M﹤0.01% 1,497,206
-49,275
-3%
-$714K
$21.7M﹤0.01% 1,225,246
+382,495
+45%
+$6.77M
$21.7M﹤0.01% 866,783
+73,788
+9%
+$1.84M
$21.6M﹤0.01% 857,702
+41,469
+5%
+$1.05M
$21.6M﹤0.01% 109,825
-61,485
-36%
-$12.1M
$21.6M﹤0.01% 406,085
+38,499
+10%
+$2.05M
$21.6M﹤0.01% 403,467
+138,506
+52%
+$7.42M
$21.6M﹤0.01% 133,475
-82,186
-38%
-$13.3M
$21.6M﹤0.01% 329,237
-374,645
-53%
-$24.6M
$21.6M﹤0.01% 395,230
+86,320
+28%
+$4.72M
$21.5M﹤0.01% 925,304
-59,187
-6%
-$1.38M
$21.5M﹤0.01% 229,191
+100,189
+78%
+$9.41M
$21.4M﹤0.01% 618,556
-485,578
-44%
-$16.8M
$21.4M﹤0.01% 113,472
-6,072
-5%
-$1.15M