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
XSOE icon
6301
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.97B
$5K ﹤0.01%
+198
New +$5K
TVRD
6302
Tvardi Therapeutics, Inc. Common Stock
TVRD
$292M
$5K ﹤0.01%
+14
New +$5K
GGE
6303
DELISTED
Green Giant Inc. Common Stock
GGE
$5K ﹤0.01%
+559
New +$5K
AMPE
6304
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
$5K ﹤0.01%
+5
New +$5K
OBCI
6305
DELISTED
Ocean Bio-Chem Inc
OBCI
$5K ﹤0.01%
+1,261
New +$5K
EBSB
6306
DELISTED
Meridian Bancorp, Inc.
EBSB
$5K ﹤0.01%
+417
New +$5K
MOM
6307
DELISTED
AGFiQ U.S. Market Neutral Momentum Fund
MOM
$5K ﹤0.01%
+206
New +$5K
URR
6308
DELISTED
Market Vectors Double Long Euro ETN
URR
$5K ﹤0.01%
+236
New +$5K
SHOS
6309
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
$5K ﹤0.01%
+365
New +$5K
MSL
6310
DELISTED
Midsouth Bancorp, Inc.
MSL
$5K ﹤0.01%
+279
New +$5K
FRSH
6311
DELISTED
Papa Murphy's Holdings, Inc
FRSH
$5K ﹤0.01%
+422
New +$5K
BRS
6312
DELISTED
Bristow Group, Inc.
BRS
$5K ﹤0.01%
+78
New +$5K
LOXO
6313
DELISTED
Loxo Oncology, Inc
LOXO
$5K ﹤0.01%
+399
New +$5K
ARDM
6314
DELISTED
Aradigm Corp Common Stock
ARDM
$5K ﹤0.01%
+610
New +$5K
RIBTW
6315
DELISTED
RiceBran Technologies - Warrant
RIBTW
$5K ﹤0.01%
+5,039
New +$5K
SHLDW
6316
DELISTED
Sears Holdings Corporation - Warrant
SHLDW
$5K ﹤0.01%
+219
New +$5K
BTX.WS
6317
DELISTED
BioTime Inc Warrants (Expiring October 1, 2018)
BTX.WS
$5K ﹤0.01%
+4,098
New +$5K
ANTH
6318
DELISTED
Anthera Pharmaceuticals, Inc.
ANTH
$5K ﹤0.01%
+375
New +$5K
BLNG
6319
DELISTED
iPath Pure Beta Precious Metals ETN
BLNG
$5K ﹤0.01%
+160
New +$5K
ONVI
6320
DELISTED
Onvia, Inc.
ONVI
$5K ﹤0.01%
+985
New +$5K
ELOS
6321
DELISTED
Syneron Medical Ltd
ELOS
$5K ﹤0.01%
+586
New +$5K
FNCX
6322
DELISTED
Function(x) Inc.
FNCX
$5K ﹤0.01%
+98
New +$5K
SGM
6323
DELISTED
Stonegate Mortgage Corporation
SGM
$5K ﹤0.01%
+396
New +$5K
STV
6324
DELISTED
China Digital Tv Hldgs Co Ltd
STV
$5K ﹤0.01%
+1,721
New +$5K
AMT.PRA
6325
DELISTED
American Tower Corporation
AMT.PRA
$5K ﹤0.01%
+44
New +$5K