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
$17.6M﹤0.01% 188,836
+38,877
+26%
+$3.61M
$17.5M﹤0.01% 616,209
-28,579
-4%
-$812K
$17.5M﹤0.01% 918,602
+85,661
+10%
+$1.63M
$17.5M﹤0.01% 266,522
-261,699
-50%
-$17.2M
$17.5M﹤0.01% 242,993
+71,765
+42%
+$5.16M
$17.5M﹤0.01% 238,878
+65,227
+38%
+$4.77M
$17.5M﹤0.01% 1,822,128
-48,880
-3%
-$469K
$17.5M﹤0.01% 235,941
-221,283
-48%
-$16.4M
$17.5M﹤0.01% 784,529
+107,805
+16%
+$2.4M
$17.4M﹤0.01% 910,381
+25,123
+3%
+$479K
$17.4M﹤0.01% 94,125
-2,838
-3%
-$523K
$17.3M﹤0.01% 723,685
+15,798
+2%
+$378K
$17.3M﹤0.01% 99,977
+14,775
+17%
+$2.56M
$17.3M﹤0.01% 449,966
+12,080
+3%
+$464K
$17.3M﹤0.01% 327,247
-229,117
-41%
-$12.1M
$17.3M﹤0.01% 250,710
+175,060
+231%
+$12.1M
$17.3M﹤0.01% 276,414
+28,412
+11%
+$1.78M
$17.3M﹤0.01% 114,933
+49,295
+75%
+$7.4M
$17.2M﹤0.01% 648,626
+227,610
+54%
+$6.04M
$17.2M﹤0.01% 339,012
+17,422
+5%
+$885K
$17.2M﹤0.01% 205,789
+2,621
+1%
+$219K
$17.2M﹤0.01% 1,017,830
+227,910
+29%
+$3.85M
$17.2M﹤0.01% 667,164
+581,236
+676%
+$14.9M
$17.1M﹤0.01% 446,138
+10,565
+2%
+$406K
$17.1M﹤0.01% 785,917
+40,481
+5%
+$881K
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