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
SLVP icon
5951
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$439M
$10K ﹤0.01%
+1,093
New +$10K
TLF icon
5952
Tandy Leather Factory
TLF
$24.4M
$10K ﹤0.01%
+1,069
New +$10K
WBIG icon
5953
WBI BullBear Yield 3000 ETF
WBIG
$33.4M
$10K ﹤0.01%
+397
New +$10K
XTL icon
5954
SPDR S&P Telecom ETF
XTL
$149M
$10K ﹤0.01%
+169
New +$10K
BECN
5955
DELISTED
Beacon Roofing Supply, Inc.
BECN
$10K ﹤0.01%
+343
New +$10K
SEEL
5956
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
– –
0
– –
BVH
5957
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$10K ﹤0.01%
+121
New +$10K
GWGH
5958
DELISTED
GWG Holdings, Inc
GWGH
$10K ﹤0.01%
+1,550
New +$10K
DVCR
5959
DELISTED
Diversicare Healthcare Services Inc
DVCR
$10K ﹤0.01%
+1,057
New +$10K
USAG
5960
DELISTED
United States Agriculture Index Fund
USAG
$10K ﹤0.01%
+456
New +$10K
SALE
5961
DELISTED
RetailMeNot, Inc. Series 1
SALE
$10K ﹤0.01%
+660
New +$10K
EFUT
5962
DELISTED
eFuture Holding Inc. Ordinary Shares
EFUT
$10K ﹤0.01%
+2,286
New +$10K
EAC
5963
DELISTED
Erickson Incorporated
EAC
$10K ﹤0.01%
+1,191
New +$10K
YUMA.PRA
5964
DELISTED
Yuma Energy Inc.
YUMA.PRA
$10K ﹤0.01%
+650
New +$10K
FMD
5965
DELISTED
FIRST MARBLEHEAD CORP COM STK NEW (DE)
FMD
$10K ﹤0.01%
+1,771
New +$10K
RLOC
5966
DELISTED
REACHLOCAL INC COM STK (DE)
RLOC
$10K ﹤0.01%
+2,743
New +$10K
MDGN.WS
5967
DELISTED
MEDGENICS INC WT PUR COM EXP 03/31/16
MDGN.WS
$10K ﹤0.01%
+3,819
New +$10K
KING
5968
DELISTED
KING DIGITAL ENTMT PLC ORD SHS (IRL)
KING
$10K ﹤0.01%
+656
New +$10K
CAMB
5969
DELISTED
CAMBRIDGE CAP ACQUISITION CORP (DE)
CAMB
$10K ﹤0.01%
+1,000
New +$10K
AFCB
5970
DELISTED
ATHENS BANCSHARES CORP COM STK (TN)
AFCB
$10K ﹤0.01%
+413
New +$10K
ALTL
5971
DELISTED
ROYAL BK SCOTLAND PLC LARGE CAP ALTERNATOR ETN
ALTL
$10K ﹤0.01%
+257
New +$10K
UPI
5972
DELISTED
UROPLASTY INC-NEW
UPI
$10K ﹤0.01%
+5,034
New +$10K
HDY
5973
DELISTED
HYPERDYNAMICS CORP (NEW)
HDY
$10K ﹤0.01%
+13,917
New +$10K
EMMSP
5974
DELISTED
EMMIS COMMUNICATIONS CRP CV PF
EMMSP
$10K ﹤0.01%
+801
New +$10K
DGSE
5975
DELISTED
DGSE Companies, Inc.
DGSE
$10K ﹤0.01%
+8,506
New +$10K
237 238
239
240 241