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 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
CRK icon
5876
Comstock Resources
CRK
$4.51B
$12K ﹤0.01%
+343
New +$12K
DRRX icon
5877
DURECT Corp
DRRX
$59.9M
$12K ﹤0.01%
+1,536
New +$12K
EGY icon
5878
Vaalco Energy
EGY
$396M
$12K ﹤0.01%
+2,569
New +$12K
IQDF icon
5879
FlexShares International Quality Dividend Index Fund
IQDF
$803M
$12K ﹤0.01%
+484
New +$12K
LAKE icon
5880
Lakeland Industries
LAKE
$143M
$12K ﹤0.01%
+1,227
New +$12K
EUM icon
5881
ProShares Trust Short MSCI Emerging Markets
EUM
$10.9M
$12K ﹤0.01%
+217
New +$12K
GALT icon
5882
Galectin Therapeutics
GALT
$299M
$12K ﹤0.01%
+3,514
New +$12K
IBIO icon
5883
iBio
IBIO
$16.4M
$12K ﹤0.01%
+4
New +$12K
MITK icon
5884
Mitek Systems
MITK
$456M
$12K ﹤0.01%
+3,500
New +$12K
OCGN icon
5885
Ocugen
OCGN
$322M
$12K ﹤0.01%
+17
New +$12K
ORC
5886
Orchid Island Capital
ORC
$959M
$12K ﹤0.01%
+177
New +$12K
PODD icon
5887
Insulet
PODD
$24.6B
$12K ﹤0.01%
+269
New +$12K
PSTV icon
5888
Plus Therapeutics
PSTV
$49M
0
SMSI icon
5889
Smith Micro Software
SMSI
$15.9M
$12K ﹤0.01%
+387
New +$12K
SOL
5890
Emeren Group
SOL
$96.5M
$12K ﹤0.01%
+1,700
New +$12K
TARA icon
5891
Protara Therapeutics
TARA
$118M
$12K ﹤0.01%
+28
New +$12K
UONEK icon
5892
Urban One Class D
UONEK
$39.9M
$12K ﹤0.01%
+6,863
New +$12K
APYX icon
5893
Apyx Medical
APYX
$77.9M
$11K ﹤0.01%
+3,000
New +$11K
CDNA icon
5894
CareDx
CDNA
$710M
$11K ﹤0.01%
+1,581
New +$11K
CHRS icon
5895
Coherus Oncology, Inc. Common Stock
CHRS
$159M
$11K ﹤0.01%
+685
New +$11K
DXPE icon
5896
DXP Enterprises
DXPE
$1.93B
$11K ﹤0.01%
+214
New +$11K
ERX icon
5897
Direxion Daily Energy Bull 2X Shares
ERX
$217M
$11K ﹤0.01%
+18
New +$11K
FATE icon
5898
Fate Therapeutics
FATE
$111M
$11K ﹤0.01%
+2,264
New +$11K
FMBH icon
5899
First Mid Bancshares
FMBH
$974M
$11K ﹤0.01%
+598
New +$11K
FTEK icon
5900
Fuel Tech
FTEK
$89.2M
$11K ﹤0.01%
+3,000
New +$11K