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
GORO icon
4901
Gold Resource Corp
GORO
$133M
$40K ﹤0.01%
+11,650
New +$40K
KELYA icon
4902
Kelly Services Class A
KELYA
$481M
$40K ﹤0.01%
+2,354
New +$40K
KEG
4903
DELISTED
KEY ENERGY SERVICES INC
KEG
$40K ﹤0.01%
+23,893
New +$40K
ODC icon
4904
Oil-Dri
ODC
$959M
$39K ﹤0.01%
+2,394
New +$39K
PKE icon
4905
Park Aerospace
PKE
$372M
$39K ﹤0.01%
+1,557
New +$39K
RUSHB icon
4906
Rush Enterprises Class B
RUSHB
$4.5B
$39K ﹤0.01%
+3,096
New +$39K
WD icon
4907
Walker & Dunlop
WD
$2.93B
$39K ﹤0.01%
+2,220
New +$39K
PRSU
4908
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
$39K ﹤0.01%
+1,477
New +$39K
EMCI
4909
DELISTED
EMC INS Group Inc
EMCI
$39K ﹤0.01%
+1,668
New +$39K
ESIO
4910
DELISTED
Electro Scientific Industries
ESIO
$39K ﹤0.01%
+5,018
New +$39K
MTB.WS
4911
DELISTED
M&T Bank Corporation
MTB.WS
$39K ﹤0.01%
+756
New +$39K
TBRA
4912
DELISTED
Tobira Therapeutics, Inc. Common Stock
TBRA
$39K ﹤0.01%
+4,797
New +$39K
YCB
4913
DELISTED
YOUR CMNTY BANKSHARES INC COM
YCB
$39K ﹤0.01%
+1,437
New +$39K
AFOP
4914
DELISTED
ALLIANCE FIBER OPTIC PROD INC COM STK
AFOP
$39K ﹤0.01%
+2,673
New +$39K
EU
4915
DELISTED
WISDOMTREE EURO DEBT FUND
EU
$39K ﹤0.01%
+1,828
New +$39K
PXMC
4916
DELISTED
POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO
PXMC
$39K ﹤0.01%
+982
New +$39K
XLBS
4917
DELISTED
POWERSHARES S&P SMALLCAP MATERIALS PORT
XLBS
$39K ﹤0.01%
+920
New +$39K
BAK icon
4918
Braskem
BAK
$1.33B
$39K ﹤0.01%
+3,037
New +$39K
EINC icon
4919
VanEck Energy Income ETF
EINC
$71.9M
$39K ﹤0.01%
+209
New +$39K
IBOC icon
4920
International Bancshares
IBOC
$4.39B
$39K ﹤0.01%
+1,462
New +$39K
MAG
4921
DELISTED
MAG Silver
MAG
$39K ﹤0.01%
+4,842
New +$39K
ARDX icon
4922
Ardelyx
ARDX
$1.59B
$38K ﹤0.01%
+2,005
New +$38K
SGA icon
4923
Saga Communications
SGA
$77.3M
$38K ﹤0.01%
+881
New +$38K
VIXY icon
4924
ProShares VIX Short-Term Futures ETF
VIXY
$80.7M
$38K ﹤0.01%
+1
New +$38K
DXYN
4925
DELISTED
Dixie Group Inc
DXYN
$38K ﹤0.01%
+4,134
New +$38K
195 196
197
198 199