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
-0.18%
1 Year Return
+17.78%
3 Year Return
+59.77%
5 Year Return
+91.78%
10 Year Return
+181.19%
AUM
$126B
AUM Growth
+$126B
Cap. Flow
+$3.84B
Cap. Flow %
3.03%
Top 10 Hldgs %
15.8%
Holding
7,224
New
482
Increased
3,314
Reduced
2,778
Closed
383
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RGRA
6976
DELISTED
RBS PLC ROGERS ENHANCED AGRICULTURE ETNS (UK)
RGRA
-127 Closed -$2K
DRGS
6977
DELISTED
RBS GLOBAL BIG PHARMA EXCHANGE TRADED NTS
DRGS
-89 Closed -$5K
AACG
6978
ATA Creativity
AACG
$68.6M
-50 Closed
AADR icon
6979
AdvisorShares Dorsey Wright ADR ETF
AADR
$43.7M
-2,717 Closed -$104K
AAME icon
6980
Atlantic American Corp
AAME
$68.7M
-4,000 Closed -$16K
ABEO icon
6981
Abeona Therapeutics
ABEO
$350M
$0 ﹤0.01% 1
AEHL icon
6982
Antelope Enterprise Holdings
AEHL
$17.9M
-2,145 Closed -$2K
ALOT icon
6983
AstroNova
ALOT
$86.7M
-446 Closed -$6K
AMRK icon
6984
A-Mark Precious Metals
AMRK
$576M
-2,024 Closed -$21K
AMS icon
6985
American Shared Hospital Services
AMS
$16.1M
-224 Closed -$1K
ANTE
6986
AirNet Technology Inc. Ordinary Share
ANTE
$129M
-3,045 Closed -$6K
APWC icon
6987
Asia Pacific Wire & Cable
APWC
$37.6M
-895 Closed -$2K
ARKW icon
6988
ARK Web x.0 ETF
ARKW
$2.35B
-706 Closed -$16K
ATEX icon
6989
Anterix
ATEX
$445M
-168 Closed -$8K
AXGN icon
6990
Axogen
AXGN
$743M
-62 Closed
AXR icon
6991
AMREP Corp
AXR
$114M
-2,863 Closed -$15K
BLFS icon
6992
BioLife Solutions
BLFS
$1.2B
-6,165 Closed -$10K
BLRX
6993
BioLineRX
BLRX
$16.2M
-7,927 Closed -$17K
BXC icon
6994
BlueLinx
BXC
$652M
-2,010 Closed -$2K
BYLD icon
6995
iShares Yield Optimized Bond ETF
BYLD
$249M
-966 Closed -$24K
CDTX icon
6996
Cidara Therapeutics
CDTX
$1.66B
$0 ﹤0.01% +19 New
CFBK icon
6997
CF Bankshares
CFBK
$159M
-5,536 Closed -$8K
CHNR icon
6998
China Natural Resources
CHNR
$4.64M
-306 Closed -$1K
CRD.B icon
6999
Crawford & Co Class B
CRD.B
$526M
-1,149 Closed -$10K
CTRN icon
7000
Citi Trends
CTRN
$296M
-183 Closed -$5K