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
IPI icon
5551
Intrepid Potash
IPI
$389M
$20K ﹤0.01%
+145
New +$20K
NSSC icon
5552
Napco Security Technologies
NSSC
$1.47B
$19K ﹤0.01%
+8,158
New +$19K
OCFC icon
5553
OceanFirst Financial
OCFC
$1.04B
$19K ﹤0.01%
+1,134
New +$19K
PRTS icon
5554
CarParts.com
PRTS
$45.5M
$19K ﹤0.01%
+8,258
New +$19K
TENX icon
5555
Tenax Therapeutics
TENX
$27.9M
– –
0
– –
TNXP icon
5556
Tonix Pharmaceuticals
TNXP
$273M
– –
0
– –
UFI icon
5557
UNIFI
UFI
$81.7M
$19K ﹤0.01%
+645
New +$19K
URTH icon
5558
iShares MSCI World ETF
URTH
$5.72B
$19K ﹤0.01%
+272
New +$19K
YXI icon
5559
ProShares Short FTSE China 50 of PROSHARES TRUST
YXI
$2.94M
$19K ﹤0.01%
+661
New +$19K
LTRPB
5560
DELISTED
Liberty TripAdvisor Holdings, Inc. Series B
LTRPB
$19K ﹤0.01%
+713
New +$19K
SCON
5561
DELISTED
Superconductor Technologies Inc.
SCON
$19K ﹤0.01%
+5
New +$19K
FELP
5562
DELISTED
Foresight Energy LP
FELP
$19K ﹤0.01%
+1,073
New +$19K
JONE
5563
DELISTED
Jones Energy, Inc.
JONE
$19K ﹤0.01%
+92
New +$19K
NKA
5564
DELISTED
NISKA GAS STORAGE PARTNERS LLC UNIT LTD LIABILITY CO INTS
NKA
$19K ﹤0.01%
+6,623
New +$19K
LPSB
5565
DELISTED
LAPORTE BANCORP INC MD COM STK
LPSB
$19K ﹤0.01%
+1,512
New +$19K
JGW
5566
DELISTED
J G WENTWORTH CO CL A COM STK (DE)
JGW
$19K ﹤0.01%
+1,798
New +$19K
INPH
5567
DELISTED
INTERPHASE CORP
INPH
$19K ﹤0.01%
+8,316
New +$19K
ATL
5568
DELISTED
ATLATSA RES CORP RESOURCES CORP (F)
ATL
$19K ﹤0.01%
+101,873
New +$19K
DNY
5569
DELISTED
DENALI FUND INC (THE) COM STK
DNY
$19K ﹤0.01%
+822
New +$19K
BTF
5570
DELISTED
BOULDER TOTAL RETURN FD INC
BTF
$19K ﹤0.01%
+690
New +$19K
USMI
5571
DELISTED
UNITED STS METALS INDEX FUND
USMI
$19K ﹤0.01%
+970
New +$19K
PRXI
5572
DELISTED
PREMIER EXHIBITIONS INC COM STK NEW (FL)
PRXI
$19K ﹤0.01%
+3,078
New +$19K
UDNT
5573
DELISTED
DEUTSCHE BK AG LONDON BRH POWERSHARES DB 3X SHORT USD
UDNT
$19K ﹤0.01%
+1,530
New +$19K
BIND
5574
DELISTED
BIND THERAPEUTICS INC
BIND
$19K ﹤0.01%
+3,511
New +$19K
AXGN icon
5575
Axogen
AXGN
$776M
$19K ﹤0.01%
+5,298
New +$19K
221 222
223
224 225