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
GULF
4476
DELISTED
WisdomTree Middle East Dividend Fund
GULF
$67K ﹤0.01%
+3,257
New +$67K
AIN icon
4477
Albany International
AIN
$1.71B
$66K ﹤0.01%
+1,748
New +$66K
ALCO icon
4478
Alico
ALCO
$260M
$66K ﹤0.01%
+1,323
New +$66K
GES icon
4479
Guess, Inc.
GES
$869M
$66K ﹤0.01%
+3,149
New +$66K
LQDH icon
4480
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$507M
$66K ﹤0.01%
+687
New +$66K
NRIM icon
4481
Northrim BanCorp
NRIM
$504M
$66K ﹤0.01%
+2,502
New +$66K
SUP
4482
DELISTED
Superior Industries International
SUP
$66K ﹤0.01%
+3,337
New +$66K
TREE icon
4483
LendingTree
TREE
$978M
$66K ﹤0.01%
+1,380
New +$66K
UAE icon
4484
iShares MSCI UAE ETF
UAE
$166M
$66K ﹤0.01%
+3,447
New +$66K
VPG icon
4485
Vishay Precision Group
VPG
$416M
$66K ﹤0.01%
+3,805
New +$66K
SWS
4486
DELISTED
SWS GROUP INC
SWS
$66K ﹤0.01%
+9,608
New +$66K
BZF
4487
DELISTED
WisdomTree Brazilian Real Strategy Fund
BZF
$66K ﹤0.01%
+3,940
New +$66K
WMS icon
4488
Advanced Drainage Systems
WMS
$11B
$66K ﹤0.01%
+2,889
New +$66K
CSLT
4489
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$66K ﹤0.01%
+5,629
New +$66K
KEYW
4490
DELISTED
The KEYW Holding Corporation
KEYW
$66K ﹤0.01%
+6,361
New +$66K
HERO
4491
DELISTED
HERCULES OFFSHORE INC COM STK
HERO
$66K ﹤0.01%
+65,760
New +$66K
CYBR icon
4492
CyberArk
CYBR
$23.5B
$65K ﹤0.01%
+1,650
New +$65K
KWEB icon
4493
KraneShares CSI China Internet ETF
KWEB
$9.05B
$65K ﹤0.01%
+2,009
New +$65K
NTGR icon
4494
NETGEAR
NTGR
$831M
$65K ﹤0.01%
+1,830
New +$65K
SLP icon
4495
Simulations Plus
SLP
$303M
$65K ﹤0.01%
+9,675
New +$65K
SRS icon
4496
ProShares UltraShort Real Estate
SRS
$21.8M
$65K ﹤0.01%
+159
New +$65K
THFF icon
4497
First Financial Corporation Common Stock
THFF
$691M
$65K ﹤0.01%
+1,838
New +$65K
AUNZ
4498
DELISTED
WisdomTree Dreyfus Australia & New Zealand Debt Fund
AUNZ
$65K ﹤0.01%
+3,397
New +$65K
LBTYB
4499
DELISTED
Liberty Global plc Class B
LBTYB
$65K ﹤0.01%
+1,473
New +$65K
COKE icon
4500
Coca-Cola Consolidated
COKE
$10.6B
$64K ﹤0.01%
+7,270
New +$64K
178 179
180
181 182