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
MOMO
4551
Hello Group
MOMO
$1.19B
$60K ﹤0.01%
+4,972
New +$60K
PZG icon
4552
Paramount Gold Nevada
PZG
$73.6M
$60K ﹤0.01%
+58,405
New +$60K
VRA icon
4553
Vera Bradley
VRA
$61.5M
$60K ﹤0.01%
+2,916
New +$60K
W icon
4554
Wayfair
W
$11.4B
$60K ﹤0.01%
+2,993
New +$60K
AINC
4555
DELISTED
Ashford Inc.
AINC
$60K ﹤0.01%
+646
New +$60K
GST
4556
DELISTED
Gastar Exploration Inc.
GST
$60K ﹤0.01%
+24,896
New +$60K
FAV
4557
DELISTED
FIRST TRUST DIVIDEND AND INCOME FD COM
FAV
$60K ﹤0.01%
+6,393
New +$60K
ARO
4558
DELISTED
AEROPOSTALE INC
ARO
$60K ﹤0.01%
+26,108
New +$60K
OMG
4559
DELISTED
OM GROUP INC.
OMG
$60K ﹤0.01%
+2,020
New +$60K
DTF
4560
DTF Tax-Free Income 2028 Term Fund
DTF
$59K ﹤0.01%
+3,850
New +$59K
GLDD icon
4561
Great Lakes Dredge & Dock
GLDD
$821M
$59K ﹤0.01%
+6,893
New +$59K
MDGL icon
4562
Madrigal Pharmaceuticals
MDGL
$9.63B
$59K ﹤0.01%
+631
New +$59K
NOA
4563
North American Construction
NOA
$399M
$59K ﹤0.01%
+18,804
New +$59K
VTHR icon
4564
Vanguard Russell 3000 ETF
VTHR
$3.6B
$59K ﹤0.01%
+615
New +$59K
SYNH
4565
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$59K ﹤0.01%
+2,274
New +$59K
ATRS
4566
DELISTED
Antares Pharma, Inc.
ATRS
$59K ﹤0.01%
+22,665
New +$59K
SMRT
4567
DELISTED
Stein Mart Inc
SMRT
$59K ﹤0.01%
+4,050
New +$59K
OMN
4568
DELISTED
OMNOVA Solutions Inc.
OMN
$59K ﹤0.01%
+7,229
New +$59K
CNTR
4569
DELISTED
PowerShares Contrarian Opportunities Portfolio
CNTR
$59K ﹤0.01%
+2,226
New +$59K
YDKN
4570
DELISTED
Yadkin Financial Corporation
YDKN
$59K ﹤0.01%
+3,011
New +$59K
AFFX
4571
DELISTED
AFFYMETRIX INC
AFFX
$59K ﹤0.01%
+5,982
New +$59K
BKSC
4572
DELISTED
Bank of South Carolina
BKSC
$59K ﹤0.01%
+4,840
New +$59K
QEH
4573
DELISTED
AdvisorShares QAM Equity Hedge ETF
QEH
$59K ﹤0.01%
+2,113
New +$59K
CCXE
4574
DELISTED
WISDOMTREE COMMODITY COUNTRY EQUITY FND (DE)
CCXE
$59K ﹤0.01%
+2,316
New +$59K
PHF
4575
DELISTED
Pacholder High Yield
PHF
$59K ﹤0.01%
+7,930
New +$59K
181 182
183
184 185