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
NYMX
5851
DELISTED
Nymox Pharmaceutical Corp
NYMX
$12K ﹤0.01%
+30,950
New +$12K
STAB
5852
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$12K ﹤0.01%
+2,103
New +$12K
ATHX
5853
DELISTED
Athersys, Inc. Common Stock
ATHX
$12K ﹤0.01%
+304
New +$12K
EUFX
5854
DELISTED
ProShares Short Euro
EUFX
$12K ﹤0.01%
+290
New +$12K
BOCH
5855
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$12K ﹤0.01%
+1,940
New +$12K
ONDK
5856
DELISTED
On Deck Capital, Inc.
ONDK
$12K ﹤0.01%
+517
New +$12K
IMI
5857
DELISTED
Intermolecular, Inc.
IMI
$12K ﹤0.01%
+6,319
New +$12K
AMBR
5858
DELISTED
Amber Road, Inc.
AMBR
$12K ﹤0.01%
+1,179
New +$12K
SNOW
5859
DELISTED
Intrawest Resorts Holdings, Inc.
SNOW
$12K ﹤0.01%
+1,006
New +$12K
HNR
5860
DELISTED
Harvest Natural Resources
HNR
$12K ﹤0.01%
+1,604
New +$12K
EMMS
5861
DELISTED
Emmis Communications Corp
EMMS
$12K ﹤0.01%
+1,690
New +$12K
CSCB
5862
DELISTED
CREDIT SUISSE X-LINKS COMMODITY BENCHMARK ETNS DUE 6/15/2033
CSCB
$12K ﹤0.01%
+771
New +$12K
NES
5863
DELISTED
NUVERRA ENVIRONMENTAL INC NEW COM STK (DE)
NES
$12K ﹤0.01%
+2,295
New +$12K
DEJ
5864
DELISTED
DEJOUR ENERGY INC COM
DEJ
$12K ﹤0.01%
+68,476
New +$12K
PLMT
5865
DELISTED
PALMETTO BANCSHARES, INC. (SC) COMMON STOCK
PLMT
$12K ﹤0.01%
+729
New +$12K
NCFT
5866
DELISTED
NORCRAFT COS INC COM STK (DE)
NCFT
$12K ﹤0.01%
+611
New +$12K
BOM
5867
DELISTED
DB Base Metals Double Short Exchange Traded Notes due June 1, 2038
BOM
$12K ﹤0.01%
+791
New +$12K
EMI
5868
DELISTED
Eaton Vance Michigan Municipal Income Trust
EMI
$12K ﹤0.01%
+941
New +$12K
EPRS
5869
DELISTED
EPIRUS BIOPHARMACEUTICALS INC COM
EPRS
$12K ﹤0.01%
+2,099
New +$12K
PQUE
5870
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
$12K ﹤0.01%
+3,221
New +$12K
GNVC
5871
DELISTED
GenVec, Inc.
GNVC
$12K ﹤0.01%
+563
New +$12K
USFR
5872
DELISTED
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
$12K ﹤0.01%
+478
New +$12K
AWRE icon
5873
Aware
AWRE
$57.8M
$12K ﹤0.01%
+2,742
New +$12K
CCO icon
5874
Clear Channel Outdoor Holdings
CCO
$636M
$12K ﹤0.01%
+1,129
New +$12K
CRAI icon
5875
CRA International
CRAI
$1.28B
$12K ﹤0.01%
+412
New +$12K
233 234
235
236 237