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
$10M﹤0.01% 552,398
+6,482
+1%
+$118K
$10M﹤0.01% 72,743
-8,973
-11%
-$1.24M
$10M﹤0.01% 941,842
+49,566
+6%
+$527K
$10M﹤0.01% 89,874
+831
+0.9%
+$92.6K
$10M﹤0.01% 651,576
+273,858
+73%
+$4.21M
$9.99M﹤0.01% 160,099
+60,359
+61%
+$3.77M
$9.98M﹤0.01% 461,407
+388,402
+532%
+$8.41M
$9.96M﹤0.01% 197,048
-290,408
-60%
-$14.7M
$9.95M﹤0.01% 385,887
+151,920
+65%
+$3.92M
$9.95M﹤0.01% 194,254
+60,114
+45%
+$3.08M
$9.94M﹤0.01% 1,922,804
+1,576,562
+455%
+$8.15M
$9.92M﹤0.01%
+267,635
 New
+$9.92M
$9.91M﹤0.01% 669,822
+404,269
+152%
+$5.98M
$9.89M﹤0.01% 851,415
-321,756
-27%
-$3.74M
$9.89M﹤0.01% 409,777
-57,050
-12%
-$1.38M
$9.89M﹤0.01% 545,309
-131,160
-19%
-$2.38M
$9.89M﹤0.01% 3,362,457
-962
-0%
-$2.83K
$9.88M﹤0.01% 3,617,917
+1,592,222
+79%
+$4.35M
$9.87M﹤0.01% 70,454
-38,841
-36%
-$5.44M
$9.87M﹤0.01% 319,259
+276,250
+642%
+$8.54M
$9.86M﹤0.01% 213,446
-31,934
-13%
-$1.47M
$9.85M﹤0.01% 107,552
+29,287
+37%
+$2.68M
$9.83M﹤0.01% 110,114
+23,918
+28%
+$2.13M
$9.79M﹤0.01% 216,620
+4,059
+2%
+$183K
$9.79M﹤0.01% 1,334,939
+458,393
+52%
+$3.36M
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