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
TRNO icon
4626
Terreno Realty
TRNO
$6.05B
$55K ﹤0.01%
+2,660
New +$55K
TAHO
4627
DELISTED
Tahoe Resources Inc
TAHO
$55K ﹤0.01%
+4,020
New +$55K
PPP
4628
DELISTED
Primero Mining Corp
PPP
$55K ﹤0.01%
+14,256
New +$55K
FNBC
4629
DELISTED
First NBC Bank Holding Company
FNBC
$55K ﹤0.01%
+1,569
New +$55K
QLGC
4630
DELISTED
QLOGIC CORP
QLGC
$55K ﹤0.01%
+4,146
New +$55K
RPRX
4631
DELISTED
Repros Therapeutics Inc.
RPRX
$55K ﹤0.01%
+5,539
New +$55K
CAMT icon
4632
Camtek
CAMT
$3.98B
$55K ﹤0.01%
+18,280
New +$55K
ENPH icon
4633
Enphase Energy
ENPH
$4.92B
$55K ﹤0.01%
+3,847
New +$55K
PLUS icon
4634
ePlus
PLUS
$1.97B
$55K ﹤0.01%
+2,884
New +$55K
BCH icon
4635
Banco de Chile
BCH
$15.2B
$54K ﹤0.01%
+2,580
New +$54K
LADR
4636
Ladder Capital
LADR
$1.48B
$54K ﹤0.01%
+3,405
New +$54K
NKTR icon
4637
Nektar Therapeutics
NKTR
$926M
$54K ﹤0.01%
+232
New +$54K
QWLD icon
4638
SPDR MSCI World StrategicFactors ETF
QWLD
$171M
$54K ﹤0.01%
+890
New +$54K
RM icon
4639
Regional Management Corp
RM
$418M
$54K ﹤0.01%
+3,387
New +$54K
WIX icon
4640
WIX.com
WIX
$9.56B
$54K ﹤0.01%
+2,558
New +$54K
LFWD icon
4641
ReWalk Robotics
LFWD
$9.19M
$54K ﹤0.01%
+16
New +$54K
SVVC
4642
DELISTED
Firsthand Technology Value Fund, Inc. Common Stock
SVVC
$54K ﹤0.01%
+2,909
New +$54K
DPK
4643
DELISTED
Direxion Daily Developed Markets Bear 3x Shares
DPK
$54K ﹤0.01%
+1,511
New +$54K
PKD
4644
DELISTED
Parker Drilling Company
PKD
$54K ﹤0.01%
+1,188
New +$54K
ACET
4645
DELISTED
Aceto Corp
ACET
$54K ﹤0.01%
+2,506
New +$54K
RT
4646
DELISTED
Ruby Tuesday Georgia
RT
$54K ﹤0.01%
+7,854
New +$54K
ZPIN
4647
DELISTED
Zhaopin Limited
ZPIN
$54K ﹤0.01%
+3,551
New +$54K
IO
4648
DELISTED
ION Geophysical Corporation
IO
$54K ﹤0.01%
+1,321
New +$54K
CSRE
4649
DELISTED
CSR PLC SPON ADR (UK)
CSRE
$54K ﹤0.01%
+1,027
New +$54K
SNDS
4650
DELISTED
SUSTAINABLE NORTH AMERICAN OIL SANDS ETF
SNDS
$54K ﹤0.01%
+2,510
New +$54K
184 185
186
187 188