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
WGBS
7101
DELISTED
WaferGen Bio-systems, Inc.
WGBS
$0 ﹤0.01% 7
VIIX
7102
DELISTED
VelocityShares VIX Short Term ETN
VIIX
-264 Closed -$9K
RUSS
7103
DELISTED
Direxion Daily Russia Bear 3x Shares
RUSS
-2,894 Closed -$35K
ESTE
7104
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$0 ﹤0.01% 22 -1,079 -98%
BAA
7105
DELISTED
Banro Corporation Common Stock
BAA
$0 ﹤0.01% 800
FNCX
7106
DELISTED
Function(x) Inc.
FNCX
$0 ﹤0.01% 100 -946 -90%