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
UFPT icon
5276
UFP Technologies
UFPT
$1.51B
$25K ﹤0.01%
+1,014
New +$25K
CSCI
5277
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$25K ﹤0.01%
+4
New +$25K
EVBN
5278
DELISTED
Evans Bancorp Inc
EVBN
$25K ﹤0.01%
+1,047
New +$25K
ALR
5279
DELISTED
AlerisLife Inc. Common Stock
ALR
$25K ﹤0.01%
+607
New +$25K
APEX
5280
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$25K ﹤0.01%
+42
New +$25K
AVX
5281
DELISTED
AVX Corporation
AVX
$25K ﹤0.01%
+1,789
New +$25K
PCMI
5282
DELISTED
PCM, Inc
PCMI
$25K ﹤0.01%
+2,623
New +$25K
TST
5283
DELISTED
TheStreet, Inc.
TST
$25K ﹤0.01%
+1,064
New +$25K
MIW
5284
DELISTED
Eaton Vance Michigan Municipal Bond Fund
MIW
$25K ﹤0.01%
+1,908
New +$25K
AVHI
5285
DELISTED
A V Homes, Inc.
AVHI
$25K ﹤0.01%
+1,733
New +$25K
METR
5286
DELISTED
METRO BANCORP, INC COMMON STOCK
METR
$25K ﹤0.01%
+964
New +$25K
HNSN
5287
DELISTED
HANSEN MEDICAL, INC. COM NEW
HNSN
$25K ﹤0.01%
+4,480
New +$25K
PPO
5288
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
$25K ﹤0.01%
+528
New +$25K
QLTY
5289
DELISTED
QUALITY DISTR INC FLA
QLTY
$25K ﹤0.01%
+2,431
New +$25K
ARC
5290
DELISTED
ARC Document Solutions, Inc.
ARC
$25K ﹤0.01%
+2,440
New +$25K
CHIM
5291
DELISTED
Global X MSCI China Materials ETF
CHIM
$25K ﹤0.01%
+1,707
New +$25K
CELP
5292
DELISTED
Cypress Environmental Partners, L.P.
CELP
$25K ﹤0.01%
+1,718
New +$25K
GFN
5293
DELISTED
General Finance Corporation
GFN
$25K ﹤0.01%
+2,509
New +$25K
MAB
5294
DELISTED
Eaton Vance Massachusetts Municipal Bond Fund
MAB
$25K ﹤0.01%
+1,760
New +$25K
WEET
5295
DELISTED
iPath Pure Beta Grains ETN
WEET
$25K ﹤0.01%
+621
New +$25K
HEOP
5296
DELISTED
Heritage Oaks Bancorp
HEOP
$25K ﹤0.01%
+3,009
New +$25K
LBND
5297
DELISTED
DEUTSCHE BK AG LONDON DB 3X LONG UST ETN
LBND
$25K ﹤0.01%
+452
New +$25K
CAS
5298
DELISTED
A M Castle & Co
CAS
$25K ﹤0.01%
+3,105
New +$25K
PERF
5299
DELISTED
Perfumania Holdings, Inc.
PERF
$25K ﹤0.01%
+4,160
New +$25K
PFA
5300
DELISTED
POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT
PFA
$25K ﹤0.01%
+1,310
New +$25K
210 211
212
213 214