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
CBMX
6351
DELISTED
CombiMatrix Corporation
CBMX
$5K ﹤0.01%
+266
New +$5K
TCPI
6352
DELISTED
TCP International Hldgs Ltd.
TCPI
$5K ﹤0.01%
+801
New +$5K
TOF
6353
DELISTED
TOFUTTI BRANDS INC
TOF
$5K ﹤0.01%
+893
New +$5K
SMT
6354
DELISTED
SMART TECHNOLOGIES INC COM NEW
SMT
$5K ﹤0.01%
+476
New +$5K
ZNB
6355
Zeta Network Group Class A Ordinary Shares
ZNB
$1.66M
0
APWC icon
6356
Asia Pacific Wire & Cable
APWC
$37.1M
$4K ﹤0.01%
+1,536
New +$4K
ASYS icon
6357
Amtech Systems
ASYS
$93.2M
$4K ﹤0.01%
+408
New +$4K
ATLC icon
6358
Atlanticus Holdings
ATLC
$1.03B
$4K ﹤0.01%
+1,565
New +$4K
BYFC icon
6359
Broadway Financial
BYFC
$71.3M
$4K ﹤0.01%
+337
New +$4K
CARM icon
6360
Carisma Therapeutics
CARM
$13.7M
$4K ﹤0.01%
+17
New +$4K
CBAT icon
6361
CBAK Energy Technology
CBAT
$82.1M
$4K ﹤0.01%
+2,361
New +$4K
CLWT icon
6362
Euro Tech Holdings
CLWT
$10.5M
$4K ﹤0.01%
+5,194
New +$4K
CRD.A icon
6363
Crawford & Co Class A
CRD.A
$540M
$4K ﹤0.01%
+436
New +$4K
DOMH icon
6364
Dominari Holdings
DOMH
$90.3M
$4K ﹤0.01%
+3
New +$4K
EBR.B icon
6365
Eletrobras Preferred Shares
EBR.B
$19.9B
$4K ﹤0.01%
+1,349
New +$4K
FUNC icon
6366
First United
FUNC
$241M
$4K ﹤0.01%
+472
New +$4K
GTN.A icon
6367
Gray Media, Inc. Class A
GTN.A
$1.05B
$4K ﹤0.01%
+489
New +$4K
HUSA icon
6368
Houston American Energy
HUSA
$251M
$4K ﹤0.01%
+172
New +$4K
IROQ icon
6369
IF Bancorp
IROQ
$82.3M
$4K ﹤0.01%
+240
New +$4K
KOSS icon
6370
Koss Corp
KOSS
$58.9M
$4K ﹤0.01%
+2,421
New +$4K
NOTV icon
6371
Inotiv
NOTV
$55M
$4K ﹤0.01%
+1,803
New +$4K
NTWK icon
6372
NetSol Technologies
NTWK
$47.5M
$4K ﹤0.01%
+922
New +$4K
PULM icon
6373
Pulmatrix
PULM
$17.6M
$4K ﹤0.01%
+3
New +$4K
SHIP icon
6374
Seanergy Maritime Holdings
SHIP
$167M
0
TIPZ icon
6375
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$104M
$4K ﹤0.01%
+75
New +$4K