UBS Group

UBS Group Portfolio holdings

AUM $478B
 

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 %
99.94%
Top 10 Hldgs %
13.36%
Holding
6,875
New
6,797
Increased
–
Reduced
–
Closed
–

Top Buys

1
SPY icon
SPDR S&P 500 ETF Trust
SPY
$4.2B
2
AAPL icon
Apple
AAPL
$2.09B
3
UBS icon
UBS Group
UBS
$1.68B
4
MSFT icon
Microsoft
MSFT
$1.34B
5
QCOM icon
Qualcomm
QCOM
$1.25B

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
KODK.WS.A
6501
DELISTED
Eastman Kodak Company
KODK.WS.A
$3K ﹤0.01%
+388
New +$3K
MCZ
6502
DELISTED
Mad Catz Interactive
MCZ
$3K ﹤0.01%
+5,932
New +$3K
SSRG
6503
DELISTED
SYMMETRY SURGICAL INC COMMON STK
SSRG
$3K ﹤0.01%
+427
New +$3K
RSOL
6504
DELISTED
REAL GOODS SOLAR, INC. CL A COM
RSOL
$3K ﹤0.01%
+5,629
New +$3K
ASTI
6505
DELISTED
ASCENT SOLAR TECHNOLOGIES INC COM STK
ASTI
$3K ﹤0.01%
+2,758
New +$3K
PACD
6506
DELISTED
Pacific Drilling S A
PACD
$3K ﹤0.01%
+600
New +$3K
STRS icon
6507
Stratus Properties
STRS
$151M
$3K ﹤0.01%
+210
New +$3K
SDK
6508
DELISTED
PROSHARES ULTRASHORT RUSSELL MIDCAP GROWTH
SDK
$3K ﹤0.01%
+45
New +$3K
SVRA icon
6509
Savara
SVRA
$572M
$3K ﹤0.01%
+6,793
New +$3K
WPP
6510
DELISTED
WAUSAU PAPER CORP.
WPP
$2K ﹤0.01%
+165
New +$2K
ADTN icon
6511
Adtran
ADTN
$752M
$2K ﹤0.01%
+100
New +$2K
AEHR icon
6512
Aehr Test Systems
AEHR
$744M
$2K ﹤0.01%
+632
New +$2K
CENT icon
6513
Central Garden & Pet
CENT
$2.32B
$2K ﹤0.01%
+271
New +$2K
CHNR icon
6514
China Natural Resources
CHNR
$4.67M
$2K ﹤0.01%
+984
New +$2K
KZIA
6515
Kazia Therapeutics
KZIA
$8.71M
$2K ﹤0.01%
+1,199
New +$2K
LIQT icon
6516
LiqTech
LIQT
$18.4M
$2K ﹤0.01%
+1,740
New +$2K
LPCN icon
6517
Lipocine
LPCN
$15.7M
$2K ﹤0.01%
+354
New +$2K
LPTH icon
6518
Lightpath Technologies
LPTH
$211M
$2K ﹤0.01%
+1,967
New +$2K
LWAY icon
6519
Lifeway Foods
LWAY
$453M
$2K ﹤0.01%
+89
New +$2K
LZB icon
6520
La-Z-Boy
LZB
$1.48B
$2K ﹤0.01%
+60
New +$2K
NTZ
6521
Natuzzi
NTZ
$32.2M
$2K ﹤0.01%
+1,125
New +$2K
PCYO icon
6522
Pure Cycle
PCYO
$244M
$2K ﹤0.01%
+599
New +$2K
PRPO icon
6523
Precipio
PRPO
$25M
$2K ﹤0.01%
+1,109
New +$2K
ROCK icon
6524
Gibraltar Industries
ROCK
$1.79B
$2K ﹤0.01%
+129
New +$2K
SMLR icon
6525
Semler Scientific
SMLR
$435M
$2K ﹤0.01%
+1,126
New +$2K
259 260
261
262 263