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
STM icon
4651
STMicroelectronics
STM
$23.1B
$53K ﹤0.01%
+7,133
New +$53K
WHG icon
4652
Westwood Holdings Group
WHG
$160M
$53K ﹤0.01%
+849
New +$53K
ARKG icon
4653
ARK Genomic Revolution ETF
ARKG
$1.04B
$53K ﹤0.01%
+2,500
New +$53K
DAKT icon
4654
Daktronics
DAKT
$1.14B
$53K ﹤0.01%
+4,211
New +$53K
MZZ icon
4655
ProShares UltraShort MidCap400
MZZ
$1.14M
$53K ﹤0.01%
+320
New +$53K
RAIL icon
4656
FreightCar America
RAIL
$162M
$53K ﹤0.01%
+2,041
New +$53K
FLG.PRU
4657
Flagstar Financial, Inc. Bifurcated Option Note Unit SecuritiES
FLG.PRU
$116M
$53K ﹤0.01%
+1,073
New +$53K
ANCX
4658
DELISTED
Access National Corporation
ANCX
$53K ﹤0.01%
+3,145
New +$53K
IQNT
4659
DELISTED
Inteliquent, Inc.
IQNT
$53K ﹤0.01%
+2,682
New +$53K
SJH
4660
DELISTED
PROSHARES ULTRASHORT RUSSELL2000 VALUE
SJH
$53K ﹤0.01%
+1,099
New +$53K
REXX
4661
DELISTED
Rex Energy Corporation
REXX
$53K ﹤0.01%
+1,040
New +$53K
OREX
4662
DELISTED
Orexigen Therapeutics, Inc.
OREX
$53K ﹤0.01%
+875
New +$53K
EWV icon
4663
ProShares Trust UltraShort MSCI Japan
EWV
$4.14M
$52K ﹤0.01%
+197
New +$52K
FCFS icon
4664
FirstCash
FCFS
$6.49B
$52K ﹤0.01%
+946
New +$52K
IEUR icon
4665
iShares Core MSCI Europe ETF
IEUR
$6.92B
$52K ﹤0.01%
+1,195
New +$52K
LFVN icon
4666
LifeVantage
LFVN
$141M
$52K ﹤0.01%
+5,723
New +$52K
SPNS icon
4667
Sapiens International
SPNS
$2.4B
$52K ﹤0.01%
+7,062
New +$52K
LD
4668
DELISTED
iPath Bloomberg Lead Subindex Total Return ETN due June 24, 2038
LD
$52K ﹤0.01%
+1,275
New +$52K
BFYT
4669
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
$52K ﹤0.01%
+7,302
New +$52K
STPP
4670
DELISTED
iPath US Treasury Steepener ETN
STPP
$52K ﹤0.01%
+1,504
New +$52K
CSH
4671
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
$52K ﹤0.01%
+2,335
New +$52K
STNR
4672
DELISTED
STEINER LEISURE LTD
STNR
$52K ﹤0.01%
+1,118
New +$52K
UXJ
4673
DELISTED
PROSHARES TR PROSHARES ULTRA MSCI PACIFIC EX-JAPAN
UXJ
$52K ﹤0.01%
+1,431
New +$52K
AGOL
4674
DELISTED
ETFS ASIAN GOLD TR ETF PHYSICAL ASIAN GOLD SHS
AGOL
$51K ﹤0.01%
+436
New +$51K
APAGF
4675
DELISTED
APCO OIL AND GAS INTERNATIONAL INC
APAGF
$51K ﹤0.01%
+3,669
New +$51K
185 186
187
188 189