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
CCRD icon
6601
CoreCard
CCRD
$216M
$1K ﹤0.01%
+488
New +$1K
CDXS icon
6602
Codexis
CDXS
$246M
$1K ﹤0.01%
+500
New +$1K
GAU
6603
Galiano Gold
GAU
$561M
$1K ﹤0.01%
+554
New +$1K
ITP icon
6604
IT Tech Packaging
ITP
$3.41M
$1K ﹤0.01%
+515
New +$1K
KOPN icon
6605
Kopin
KOPN
$342M
$1K ﹤0.01%
+300
New +$1K
LMB icon
6606
Limbach Holdings
LMB
$1.33B
$1K ﹤0.01%
+100
New +$1K
LODE icon
6607
Comstock
LODE
$120M
$1K ﹤0.01%
+1,558
New +$1K
MGIC
6608
Magic Software Enterprises
MGIC
$997M
$1K ﹤0.01%
+115
New +$1K
MRCY icon
6609
Mercury Systems
MRCY
$4.05B
$1K ﹤0.01%
+70
New +$1K
MSN icon
6610
Emerson Radio
MSN
$8.42M
$1K ﹤0.01%
+926
New +$1K
MVIS icon
6611
Microvision
MVIS
$346M
$1K ﹤0.01%
+519
New +$1K
NCTY
6612
The9 Ltd
NCTY
$129M
$1K ﹤0.01%
+881
New +$1K
NEO icon
6613
NeoGenomics
NEO
$1.13B
$1K ﹤0.01%
+125
New +$1K
NTCT icon
6614
NETSCOUT
NTCT
$1.79B
$1K ﹤0.01%
+18
New +$1K
NVFY icon
6615
Nova Lifestyle
NVFY
$24.4M
$1K ﹤0.01%
+335
New +$1K
OCC icon
6616
Optical Cable Corp
OCC
$52.2M
$1K ﹤0.01%
+200
New +$1K
RIOT icon
6617
Riot Platforms
RIOT
$5.09B
$1K ﹤0.01%
+622
New +$1K
STC icon
6618
Stewart Information Services
STC
$2.04B
$1K ﹤0.01%
+20
New +$1K
TOPS icon
6619
TOP Ships
TOPS
$26M
$1K ﹤0.01%
+496
New +$1K
TRX icon
6620
TRX Gold Corp
TRX
$105M
$1K ﹤0.01%
+1,294
New +$1K
USAU icon
6621
US Gold Corp
USAU
$184M
$1K ﹤0.01%
+293
New +$1K
VBIV
6622
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$1K ﹤0.01%
+365
New +$1K
AVID
6623
DELISTED
Avid Technology Inc
AVID
$1K ﹤0.01%
+100
New +$1K
FUE
6624
DELISTED
ELEMENTS Linked to the ICE BofAML Commodity Index eXtra Biofuels Total Return
FUE
$1K ﹤0.01%
+105
New +$1K
JRJC
6625
DELISTED
China Finance Online Co., Ltd.
JRJC
$1K ﹤0.01%
+100
New +$1K