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
MHE
5251
DELISTED
BlackRock Massachusetts Tax-Exempt Trust
MHE
$26K ﹤0.01%
+1,800
New +$26K
IMDZ
5252
DELISTED
Immune Design Corp.
IMDZ
$26K ﹤0.01%
+832
New +$26K
MTR
5253
Mesa Royalty Trust
MTR
$10.4M
$26K ﹤0.01%
+1,000
New +$26K
PALI icon
5254
Palisade Bio
PALI
$5.57M
– –
0
– –
PCK
5255
DELISTED
Pimco California Municipal Income Fund II
PCK
$26K ﹤0.01%
+2,788
New +$26K
SCC icon
5256
ProShares UltraShort Consumer Discretionary
SCC
$2.34M
$26K ﹤0.01%
+65
New +$26K
SRCE icon
5257
1st Source
SRCE
$1.55B
$26K ﹤0.01%
+833
New +$26K
GSV
5258
DELISTED
Gold Standard Ventures Corp.
GSV
$26K ﹤0.01%
+56,100
New +$26K
ARKK icon
5259
ARK Innovation ETF
ARKK
$7.4B
$25K ﹤0.01%
+1,242
New +$25K
BRZU icon
5260
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$136M
$25K ﹤0.01%
+8
New +$25K
BUSE icon
5261
First Busey Corp
BUSE
$2.19B
$25K ﹤0.01%
+1,289
New +$25K
CHIQ icon
5262
Global X MSCI China Consumer Discretionary ETF
CHIQ
$245M
$25K ﹤0.01%
+1,979
New +$25K
CLAR icon
5263
Clarus
CLAR
$147M
$25K ﹤0.01%
+2,913
New +$25K
CWST icon
5264
Casella Waste Systems
CWST
$5.79B
$25K ﹤0.01%
+6,019
New +$25K
FNCL icon
5265
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
$25K ﹤0.01%
+875
New +$25K
FPI
5266
Farmland Partners
FPI
$481M
$25K ﹤0.01%
+2,357
New +$25K
GCO icon
5267
Genesco
GCO
$358M
$25K ﹤0.01%
+336
New +$25K
GSIT icon
5268
GSI Technology
GSIT
$98M
$25K ﹤0.01%
+5,000
New +$25K
HYGH icon
5269
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$431M
$25K ﹤0.01%
+267
New +$25K
INBK icon
5270
First Internet Bancorp
INBK
$212M
$25K ﹤0.01%
+1,470
New +$25K
KRNY icon
5271
Kearny Financial
KRNY
$412M
$25K ﹤0.01%
+2,533
New +$25K
NRC icon
5272
National Research Corp
NRC
$369M
$25K ﹤0.01%
+1,772
New +$25K
SENEA icon
5273
Seneca Foods Class A
SENEA
$751M
$25K ﹤0.01%
+938
New +$25K
SIFY
5274
Sify Technologies
SIFY
$844M
$25K ﹤0.01%
+3,133
New +$25K
THM
5275
International Tower Hill Mines
THM
$328M
$25K ﹤0.01%
+56,078
New +$25K
209 210
211
212 213