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
SSBI icon
7076
Summit State Bank
SSBI
$80.4M
-860 Closed -$11K
SSY
7077
DELISTED
SunLink Health Systems
SSY
-3,861 Closed -$7K
STXS icon
7078
Stereotaxis
STXS
$261M
$0 ﹤0.01% 200 -6,707 -97%
SYPR icon
7079
Sypris Solutions
SYPR
$44.4M
$0 ﹤0.01% 270
SZK icon
7080
ProShares UltraShort Consumer Staples
SZK
$732K
$0 ﹤0.01% 5 -735 -99%
TAIT icon
7081
Taitron Components
TAIT
$12.8M
-9,243 Closed -$9K
TAOP icon
7082
Taoping
TAOP
$4.47M
-3,751 Closed -$18K
TATT icon
7083
TAT Technologies
TATT
$470M
-2,656 Closed -$19K
TCX icon
7084
Tucows
TCX
$203M
-883 Closed -$17K
TGLS icon
7085
Tecnoglass
TGLS
$3.41B
-1,373 Closed -$13K
TNDM icon
7086
Tandem Diabetes Care
TNDM
$845M
$0 ﹤0.01% 18 -1,817 -99%
TOVX icon
7087
Theriva Biologics
TOVX
$3.94M
-6,276 Closed -$14K
TREE icon
7088
LendingTree
TREE
$925M
$0 ﹤0.01% 6 -434 -99%
TTGT icon
7089
TechTarget
TTGT
$422M
-11,200 Closed -$129K
TZOO icon
7090
Travelzoo
TZOO
$108M
-1,379 Closed -$13K
UAE icon
7091
iShares MSCI UAE ETF
UAE
$168M
-15,000 Closed -$271K
UAMY icon
7092
United States Antimony
UAMY
$566M
$0 ﹤0.01% 663 -3,746 -85%
UGE icon
7093
ProShares Ultra Consumer Staples
UGE
$7.82M
-1,553 Closed -$152K
ULH icon
7094
Universal Logistics Holdings
ULH
$683M
-136 Closed -$3K
UPRO icon
7095
ProShares UltraPro S&P 500
UPRO
$4.46B
-1,229 Closed -$164K
UPLD icon
7096
Upland Software
UPLD
$81.4M
-1,084 Closed -$8K
URTY icon
7097
ProShares UltraPro Russell2000
URTY
$386M
-759 Closed -$79K
USAU icon
7098
US Gold Corp
USAU
$184M
-293 Closed -$1K
USD icon
7099
ProShares Ultra Semiconductors
USD
$1.34B
-1,145 Closed -$102K
USLM icon
7100
United States Lime & Minerals
USLM
$3.61B
-112 Closed -$7K