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 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
APDNW
6576
DELISTED
Applied DNA Sciences Inc Warrant
APDNW
$2K ﹤0.01%
+1,314
New +$2K
SKYS
6577
DELISTED
Sky Solar Holdings, Ltd.
SKYS
$2K ﹤0.01%
+179
New +$2K
ROX
6578
DELISTED
Castle Brands, Inc.
ROX
$2K ﹤0.01%
+1,200
New +$2K
CRAY
6579
DELISTED
Cray, Inc.
CRAY
$2K ﹤0.01%
+50
New +$2K
CPHI icon
6580
China Pharma Holdings
CPHI
$4.63M
$2K ﹤0.01%
+5,618
New +$2K
DBEZ icon
6581
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
$76.1M
$2K ﹤0.01%
+72
New +$2K
DRD
6582
DRDGold
DRD
$1.68B
$2K ﹤0.01%
+1,219
New +$2K
EVOK icon
6583
Evoke Pharma
EVOK
$8.24M
$2K ﹤0.01%
+402
New +$2K
FLWS icon
6584
1-800-Flowers.com
FLWS
$357M
$2K ﹤0.01%
+227
New +$2K
FYLD icon
6585
Cambria Foreign Shareholder Yield ETF
FYLD
$438M
$2K ﹤0.01%
+110
New +$2K
GBR icon
6586
New Concept Energy
GBR
$4.98M
$2K ﹤0.01%
+1,541
New +$2K
ICAD
6587
DELISTED
iCAD Inc
ICAD
$2K ﹤0.01%
+209
New +$2K
IDN icon
6588
Intellicheck
IDN
$107M
$2K ﹤0.01%
+579
New +$2K
IMMP
6589
Immutep
IMMP
$240M
$2K ﹤0.01%
+3,171
New +$2K
GSS
6590
DELISTED
Golden Star Resources Ltd.
GSS
$2K ﹤0.01%
+11,000
New +$2K
LOOK
6591
DELISTED
LOOKSMART LTD COM
LOOK
$2K ﹤0.01%
+2,171
New +$2K
IVAN
6592
DELISTED
IVANHOE ENERGY INC COM SHS (CDA)
IVAN
$2K ﹤0.01%
+3,768
New +$2K
GALTU
6593
DELISTED
Galectin Therapeutics Inc.
GALTU
$2K ﹤0.01%
+254
New +$2K
TDN
6594
DELISTED
DEUTSCHE X-TRACKERS 2030 TARGET DATE ETF
TDN
$2K ﹤0.01%
+74
New +$2K
NTP
6595
DELISTED
Nam Tai Property Inc.
NTP
$2K ﹤0.01%
+350
New +$2K
ARCT icon
6596
Arcturus Therapeutics
ARCT
$465M
$1K ﹤0.01%
+400
New +$1K
ATEC icon
6597
Alphatec Holdings
ATEC
$2.34B
$1K ﹤0.01%
+399
New +$1K
ATOS icon
6598
Atossa Therapeutics
ATOS
$99.2M
$1K ﹤0.01%
+1,009
New +$1K
SBLX
6599
StableX Technologies, Inc. Common Stock
SBLX
$3.52M
$1K ﹤0.01%
+4,714
New +$1K
CANF
6600
Can-Fite BioPharma
CANF
$9.65M
$1K ﹤0.01%
+387
New +$1K