UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Return 17.78%
 

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
+2.26%
1 Year Return
+17.78%
3 Year Return
+59.77%
5 Year Return
+91.78%
10 Year Return
+181.19%
AUM
$118B
AUM Growth
–
Cap. Flow
+$118B
Cap. Flow %
99.92%
Top 10 Hldgs %
13.36%
Holding
6,875
New
6,747
Increased
–
Reduced
–
Closed
–

Top Buys

1
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.2B
2
AAPL icon
Apple
AAPL
+$2.09B
3
UBS icon
UBS Group
UBS
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.34B
5
QCOM icon
Qualcomm
QCOM
+$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ABCB icon
3951
Ameris Bancorp
ABCB
$5.13B
$146K ﹤0.01%
+5,670
New +$146K
KF
3952
Korea Fund
KF
$125M
$146K ﹤0.01%
+3,912
New +$146K
SFE
3953
DELISTED
Safeguard Scientifics, Inc.
SFE
$146K ﹤0.01%
+7,351
New +$146K
RSTI
3954
DELISTED
Rofin-Sinar Technologies Inc
RSTI
$146K ﹤0.01%
+5,080
New +$146K
UNTD
3955
DELISTED
UNITED ONLINE INC COM NEW
UNTD
$146K ﹤0.01%
+10,036
New +$146K
KHI
3956
DELISTED
Deutsche High Income Trust
KHI
$146K ﹤0.01%
+16,715
New +$146K
MZA
3957
DELISTED
BlackRock MuniYield Arizona Fund, Inc
MZA
$146K ﹤0.01%
+8,921
New +$146K
SVM
3958
Silvercorp Metals
SVM
$1.13B
$145K ﹤0.01%
+112,189
New +$145K
BFX
3959
DELISTED
BowFlex Inc.
BFX
$144K ﹤0.01%
+9,514
New +$144K
EIGI
3960
DELISTED
Endurance International Group Holdings, Inc.
EIGI
$144K ﹤0.01%
+7,804
New +$144K
MXWL
3961
DELISTED
Maxwell Technologies Inc
MXWL
$144K ﹤0.01%
+15,819
New +$144K
APB
3962
DELISTED
Asia Pacific Fund
APB
$144K ﹤0.01%
+12,771
New +$144K
DGAZ
3963
DELISTED
VelocityShares 3x Inverse Natural Gas ETN linked to the S&P GSCI Natural Gas Index Excess Return
DGAZ
$144K ﹤0.01%
+180
New +$144K
REN
3964
DELISTED
Resolute Energy Corporaton
REN
$144K ﹤0.01%
+21,858
New +$144K
DRII
3965
DELISTED
DIAMOND RESORTS INTL, INC
DRII
$144K ﹤0.01%
+5,154
New +$144K
RESI
3966
DELISTED
Front Yard Residential Corporation Common Stock
RESI
$144K ﹤0.01%
+7,445
New +$144K
DXD icon
3967
ProShares UltraShort Dow 30
DXD
$51.9M
$143K ﹤0.01%
+329
New +$143K
WEA
3968
Western Asset Premier Bond Fund
WEA
$134M
$142K ﹤0.01%
+10,215
New +$142K
TCS
3969
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$142K ﹤0.01%
+493
New +$142K
CIVI
3970
DELISTED
Civitas Solutions, Inc.
CIVI
$142K ﹤0.01%
+8,314
New +$142K
DUST icon
3971
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$57.9M
– –
0
– –
EVN
3972
Eaton Vance Municipal Income Trust
EVN
$439M
$141K ﹤0.01%
+10,465
New +$141K
JYN
3973
DELISTED
Barclays Bank PLC iPath JPY/USD Exchange Rate ETN
JYN
$141K ﹤0.01%
+3,000
New +$141K
VOLC
3974
DELISTED
VOLCANO CORPORATION COM STK
VOLC
$141K ﹤0.01%
+7,893
New +$141K
ICN
3975
DELISTED
WisdomTree Indian Rupee Strategy Fund
ICN
$141K ﹤0.01%
+6,799
New +$141K
157 158
159
160 161