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
$14.3M﹤0.01% 1,253,107
-628,824
-33%
-$7.18M
$14.3M﹤0.01% 184,898
+130,709
+241%
+$10.1M
$14.3M﹤0.01% 393,060
+17,467
+5%
+$635K
$14.3M﹤0.01% 2,343,446
+478,944
+26%
+$2.92M
$14.3M﹤0.01% 385,314
-36,942
-9%
-$1.37M
$14.3M﹤0.01% 394,161
+148,851
+61%
+$5.39M
$14.3M﹤0.01% 342,460
+98,843
+41%
+$4.12M
$14.3M﹤0.01% 168,866
-32,404
-16%
-$2.74M
$14.3M﹤0.01% 535,139
+336,046
+169%
+$8.95M
$14.2M﹤0.01% 328,527
-30,783
-9%
-$1.34M
$14.2M﹤0.01% 393,117
-485,685
-55%
-$17.6M
$14.2M﹤0.01% 479,299
+20,352
+4%
+$603K
$14.2M﹤0.01% 236,401
-1,543,849
-87%
-$92.6M
$14.2M﹤0.01% 426,043
+18,543
+5%
+$617K
$14.2M﹤0.01% 922,395
+515,486
+127%
+$7.91M
$14.2M﹤0.01% 207,853
-32,631
-14%
-$2.22M
$14.1M﹤0.01% 504,565
+99,110
+24%
+$2.78M
$14.1M﹤0.01% 370,043
+172,939
+88%
+$6.61M
$14.1M﹤0.01% 269,911
+82,767
+44%
+$4.33M
$14.1M﹤0.01% 617,631
+35,775
+6%
+$818K
$14.1M﹤0.01% 2,678,941
-174,459
-6%
-$919K
$14.1M﹤0.01% 429,772
+115,286
+37%
+$3.79M
$14.1M﹤0.01% 227,753
+79,619
+54%
+$4.92M
$14.1M﹤0.01% 413,895
-512,321
-55%
-$17.4M
$14.1M﹤0.01% 707,860
+127,230
+22%
+$2.53M
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