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
SMTX
6626
DELISTED
SMTC Corporation
SMTX
$1K ﹤0.01%
+384
New +$1K
ECT
6627
DELISTED
ECA Marcellus Trust 1 Interest
ECT
$1K ﹤0.01%
+250
New +$1K
ALO
6628
DELISTED
Alio Gold Inc. Common Shares
ALO
$1K ﹤0.01%
+550
New +$1K
EVAR
6629
DELISTED
Lombard Medical, Inc.
EVAR
$1K ﹤0.01%
+115
New +$1K
RMGN
6630
DELISTED
RMG Networks Holding Corporation
RMGN
$1K ﹤0.01%
+854
New +$1K
INNL
6631
DELISTED
Innocoll Holdings plc Ordinary Shares
INNL
$1K ﹤0.01%
+200
New +$1K
WSTL
6632
DELISTED
Westell Technologies Inc
WSTL
$1K ﹤0.01%
+342
New +$1K
UAM
6633
DELISTED
Universal American Corp
UAM
$1K ﹤0.01%
+100
New +$1K
DXJT
6634
DELISTED
WisdomTree Japan Hedged Tech, Media & Telecom Fund
DXJT
$1K ﹤0.01%
+26
New +$1K
CFRXW
6635
DELISTED
ContraFect Corporation Class A Warrants
CFRXW
$1K ﹤0.01%
+915
New +$1K
SEMI
6636
DELISTED
SunEdison Semiconductor Limited
SEMI
$1K ﹤0.01%
+28
New +$1K
SZMK
6637
DELISTED
SIZMEK INC COM STK (DE)
SZMK
$1K ﹤0.01%
+100
New +$1K
CNYD
6638
DELISTED
CHINA YIDA HOLDING, CO. NEW COMMON STOCK(NEVADA)
CNYD
$1K ﹤0.01%
+373
New +$1K
RITT
6639
DELISTED
RIT TECHNOLOGIES LTD COM STK (IL)
RITT
$1K ﹤0.01%
+589
New +$1K
BBLU
6640
DELISTED
BLUE EARTH, INC. COMMON STOCK
BBLU
$1K ﹤0.01%
+1,300
New +$1K
WBS.WS
6641
DELISTED
WEBSTER FINL CORP WATERBURY WT PUR COM EXP 11/21/2018
WBS.WS
$1K ﹤0.01%
+50
New +$1K
ATV
6642
DELISTED
Acorn International, Inc
ATV
$1K ﹤0.01%
+721
New +$1K
CPAH
6643
DELISTED
Counterpath Corp
CPAH
$1K ﹤0.01%
+1,430
New +$1K
ENVI
6644
DELISTED
ENVIVIO INC COM STK (DE)
ENVI
$1K ﹤0.01%
+973
New +$1K
DAEG
6645
DELISTED
DAEGIS INC
DAEG
$1K ﹤0.01%
+1,529
New +$1K
VRS
6646
DELISTED
VERSO CORP COM STK (DE)
VRS
$1K ﹤0.01%
+300
New +$1K
MILL
6647
DELISTED
MILLER ENERGY RESOURCES, INC COM STK
MILL
$1K ﹤0.01%
+1,011
New +$1K
SVBL
6648
DELISTED
SILVER BULL RESOURCES, INC
SVBL
$1K ﹤0.01%
+5,757
New +$1K
MDW
6649
DELISTED
MIDWAY GOLD CORP (CANADA)
MDW
$1K ﹤0.01%
+911
New +$1K
CHLN
6650
DELISTED
CHINA HSG & LD DEV IN COM NEW
CHLN
$1K ﹤0.01%
+2,284
New +$1K