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 6.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GEOS icon
6176
Geospace Technologies
GEOS
$231M
$7K ﹤0.01%
+255
New +$7K
TRUP icon
6177
Trupanion
TRUP
$1.9B
$7K ﹤0.01%
+970
New +$7K
ULBI icon
6178
Ultralife
ULBI
$119M
$7K ﹤0.01%
+2,068
New +$7K
VCEL icon
6179
Vericel Corp
VCEL
$1.72B
$7K ﹤0.01%
+2,410
New +$7K
VCYT icon
6180
Veracyte
VCYT
$2.55B
$7K ﹤0.01%
+675
New +$7K
VRDN icon
6181
Viridian Therapeutics
VRDN
$1.53B
$7K ﹤0.01%
+12
New +$7K
SBSA
6182
DELISTED
Spanish Broadcasting System Inc.
SBSA
$7K ﹤0.01%
+2,321
New +$7K
VIIZ
6183
DELISTED
CREDIT SUISSE NASSAU BRH VS VIX MID TERM (BHS)
VIIZ
$7K ﹤0.01%
+400
New +$7K
ADUS icon
6184
Addus HomeCare
ADUS
$2.08B
$6K ﹤0.01%
+258
New +$6K
AIRI icon
6185
Air Industries Group
AIRI
$15.2M
$6K ﹤0.01%
+58
New +$6K
AP icon
6186
Ampco-Pittsburgh
AP
$55.9M
$6K ﹤0.01%
+310
New +$6K
ARL icon
6187
American Realty Investors
ARL
$256M
$6K ﹤0.01%
+1,184
New +$6K
ASEA icon
6188
Global X FTSE Southeast Asia ETF
ASEA
$66.4M
$6K ﹤0.01%
+360
New +$6K
ATHE
6189
Alterity Therapeutics
ATHE
$6K ﹤0.01%
+54
New +$6K
BSET icon
6190
Bassett Furniture
BSET
$146M
$6K ﹤0.01%
+299
New +$6K
CARV icon
6191
Carver Bancorp
CARV
$14.9M
$6K ﹤0.01%
+960
New +$6K
CLRO icon
6192
ClearOne
CLRO
$8.52M
$6K ﹤0.01%
+42
New +$6K
CLS icon
6193
Celestica
CLS
$27.9B
$6K ﹤0.01%
+500
New +$6K
CMCM
6194
Cheetah Mobile
CMCM
$196M
$6K ﹤0.01%
+86
New +$6K
CPIX icon
6195
Cumberland Pharmaceuticals
CPIX
$49.5M
$6K ﹤0.01%
+984
New +$6K
CREG icon
6196
Smart Powerr
CREG
$4.3M
$6K ﹤0.01%
+8
New +$6K
CULP icon
6197
Culp
CULP
$53.6M
$6K ﹤0.01%
+299
New +$6K
CWBC
6198
Community West Bancshares
CWBC
$406M
$6K ﹤0.01%
+555
New +$6K
INTT icon
6199
inTEST
INTT
$90.7M
$6K ﹤0.01%
+1,316
New +$6K
LNW icon
6200
Light & Wonder
LNW
$7.48B
$6K ﹤0.01%
+439
New +$6K