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
CRRS
6251
DELISTED
CORPORATE RESOURCE SERVICES, INC. COMMON STOCK
CRRS
$6K ﹤0.01%
+5,186
New +$6K
AMZG
6252
DELISTED
AMERICAN EAGLE ENERGY CORP NEW COM STK (NV)
AMZG
$6K ﹤0.01%
+9,270
New +$6K
VRTB
6253
DELISTED
Vestin Realty Mortgage II, Inc.
VRTB
$6K ﹤0.01%
+1,449
New +$6K
OBAS
6254
DELISTED
Optibase Ltd
OBAS
$6K ﹤0.01%
+979
New +$6K
CIZN
6255
DELISTED
Citizens Holding Co.
CIZN
$6K ﹤0.01%
+304
New +$6K
EVK
6256
DELISTED
Ever-Glory International Group, Inc.
EVK
$6K ﹤0.01%
+966
New +$6K
DFVL
6257
DELISTED
iPath US Treasury 5-year Bull ETN
DFVL
$6K ﹤0.01%
+100
New +$6K
SDR
6258
DELISTED
SANDRIDGE MISSISSIPPIAN TRUST II
SDR
$6K ﹤0.01%
+1,500
New +$6K
FAC
6259
DELISTED
First Acceptance Corp.
FAC
$6K ﹤0.01%
+2,529
New +$6K
GLDC
6260
DELISTED
GOLDEN ENTERPRISES
GLDC
$6K ﹤0.01%
+1,669
New +$6K
CHYR
6261
DELISTED
CHYRONHEGO CORP COM STK (NY)
CHYR
$6K ﹤0.01%
+2,197
New +$6K
WAFDW
6262
DELISTED
Washington Federal, Inc.
WAFDW
$6K ﹤0.01%
+1,140
New +$6K
DWSN
6263
DELISTED
DAWSON GEOPHYSICAL CO
DWSN
$6K ﹤0.01%
+482
New +$6K
ACHV icon
6264
Achieve Life Sciences
ACHV
$145M
$5K ﹤0.01%
+1
New +$5K
ASM
6265
Avino Silver & Gold Mines
ASM
$623M
$5K ﹤0.01%
+3,586
New +$5K
ASMB icon
6266
Assembly Biosciences
ASMB
$183M
$5K ﹤0.01%
+56
New +$5K
ASPN icon
6267
Aspen Aerogels
ASPN
$544M
$5K ﹤0.01%
+612
New +$5K
AWX icon
6268
Avalon Holdings
AWX
$9.59M
$5K ﹤0.01%
+1,830
New +$5K
AXTI icon
6269
AXT Inc
AXTI
$143M
$5K ﹤0.01%
+1,846
New +$5K
BGI icon
6270
Birks Group
BGI
$16.8M
$5K ﹤0.01%
+2,447
New +$5K
CCM
6271
Concord Medical Services
CCM
$23.9M
$5K ﹤0.01%
+75
New +$5K
CDC icon
6272
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$740M
$5K ﹤0.01%
+134
New +$5K
CVM icon
6273
CEL-SCI Corp
CVM
$72.2M
$5K ﹤0.01%
+12
New +$5K
CYCC icon
6274
Cyclacel Pharmaceuticals
CYCC
$15.9M
0
ECNS icon
6275
iShares MSCI China Small-Cap ETF
ECNS
$78.2M
$5K ﹤0.01%
+110
New +$5K