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
BORN
6226
DELISTED
China New Borun Corporation
BORN
$6K ﹤0.01%
+4,545
New +$6K
MATR
6227
DELISTED
Mattersight Corp.
MATR
$6K ﹤0.01%
+948
New +$6K
BLJ
6228
DELISTED
BlackRock New Jersey Municipal Bond Trust
BLJ
$6K ﹤0.01%
+426
New +$6K
MGCD
6229
DELISTED
MGC Diagnostics Corporation
MGCD
$6K ﹤0.01%
+866
New +$6K
BSTG
6230
DELISTED
Biostage, Inc. Common Stock
BSTG
$6K ﹤0.01%
+1,806
New +$6K
WPT
6231
DELISTED
World Point Terminals, LP
WPT
$6K ﹤0.01%
+276
New +$6K
ADGE
6232
DELISTED
American Dg Energy Inc
ADGE
$6K ﹤0.01%
+9,571
New +$6K
QTWN
6233
DELISTED
SPDR MSCI Taiwan StrategicFactors ETF
QTWN
$6K ﹤0.01%
+100
New +$6K
QBAK
6234
DELISTED
Qualstar Corp
QBAK
$6K ﹤0.01%
+740
New +$6K
BSI
6235
DELISTED
ALON BLUE SQUARE-ISRAEL LTD SPONSORED ADR NEW
BSI
$6K ﹤0.01%
+222
New +$6K
TSYS
6236
DELISTED
TELECOMMUNICATIONS SYS INC "A"
TSYS
$6K ﹤0.01%
+1,925
New +$6K
ONCY
6237
DELISTED
ONCOLYTICS BIOTECH INC
ONCY
$6K ﹤0.01%
+12,921
New +$6K
SURG
6238
DELISTED
SYNERGETICS USA, INC.
SURG
$6K ﹤0.01%
+1,367
New +$6K
VPCO
6239
DELISTED
VAPOR CORP DEL COM STK
VPCO
$6K ﹤0.01%
+952
New +$6K
CVSL
6240
DELISTED
CVSL INC. COMMON STOCK
CVSL
$6K ﹤0.01%
+710
New +$6K
XBKS
6241
DELISTED
XENITH BANKSHARES INC , COMMON STOCK
XBKS
$6K ﹤0.01%
+911
New +$6K
GKNT
6242
DELISTED
GEEKNET INC COM NEW
GKNT
$6K ﹤0.01%
+762
New +$6K
TPS
6243
DELISTED
ProShares UltraShort Tips
TPS
$6K ﹤0.01%
+226
New +$6K
CZWI icon
6244
Citizens Community Bancorp
CZWI
$163M
$6K ﹤0.01%
+607
New +$6K
DRN icon
6245
Direxion Daily Real Estate Bull 3X Shares
DRN
$65.3M
$6K ﹤0.01%
+320
New +$6K
DXLG icon
6246
Destination XL Group
DXLG
$66.8M
$6K ﹤0.01%
+1,125
New +$6K
ERY icon
6247
Direxion Daily Energy Bear 2X Shares
ERY
$19.8M
$6K ﹤0.01%
+6
New +$6K
ICCC icon
6248
ImmuCell
ICCC
$57.3M
$6K ﹤0.01%
+1,282
New +$6K
API
6249
DELISTED
ADVANCED PHOTONIX INC CL-A
API
$6K ﹤0.01%
+20,088
New +$6K
VIEW
6250
DELISTED
VIEWTRAN GROUP INC, ORD SHS
VIEW
$6K ﹤0.01%
+4,180
New +$6K