UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505B
AUM Growth
-$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,065
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$745M
3
+$725M
4
TTE icon
TotalEnergies
TTE
+$639M
5
WMT icon
Walmart Inc
WMT
+$585M

Top Sells

1
+$1.87B
2
+$1.41B
3
+$1.16B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03B
5
LUV icon
Southwest Airlines
LUV
+$727M

Sector Composition

1 Technology 21.41%
2 Financials 11.64%
3 Healthcare 8.16%
4 Industrials 8.07%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JOYT
7451
JPMorgan Equity and Options Total Return ETF
JOYT
$66M
$4.25K ﹤0.01%
78
-429
CLOD icon
7452
Themes Cloud Computing ETF
CLOD
$1.63M
$4.23K ﹤0.01%
+130
TCRT icon
7453
Alaunos Therapeutics
TCRT
$7.37M
$4.23K ﹤0.01%
1,309
-224
FCLD icon
7454
Fidelity Cloud Computing ETF
FCLD
$80.9M
$4.22K ﹤0.01%
+142
NOEMU
7455
CO2 Energy Transition Corp Unit
NOEMU
$4.22K ﹤0.01%
400
GVUS icon
7456
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
GVUS
$397M
$4.22K ﹤0.01%
+78
SPIN
7457
State Street US Equity Premium Income ETF
SPIN
$55.7M
$4.21K ﹤0.01%
130
+84
BITK
7458
Tuttle Capital Bitcoin 0DTE Covered Call ETF
BITK
$3.03M
$4.2K ﹤0.01%
+268
THY icon
7459
Toews Agility Shares Dynamic Tactical Income ETF
THY
$84.9M
$4.2K ﹤0.01%
189
-213
JXG
7460
JX Luxventure
JXG
$6.93M
$4.2K ﹤0.01%
700
+559
KVLE icon
7461
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
$25.4M
$4.2K ﹤0.01%
+164
TBMC icon
7462
Trailblazer Merger Corp I
TBMC
$25.8M
$4.2K ﹤0.01%
315
-6,952
HOUR icon
7463
Hour Loop
HOUR
$66.8M
$4.19K ﹤0.01%
+2,330
CANF
7464
Can-Fite BioPharma American Depositary Shares
CANF
$4.71M
$4.19K ﹤0.01%
1,047
+982
ATER icon
7465
Aterian
ATER
$5.83M
$4.17K ﹤0.01%
5,997
+660
AVSC icon
7466
Avantis US Small Cap Equity ETF
AVSC
$2.29B
$4.17K ﹤0.01%
+71
DVXV
7467
WEBs Health Care XLV Defined Volatility ETF
DVXV
$888K
$4.17K ﹤0.01%
134
+131
NFXL
7468
Direxion Shares ETF Trust Direxion Daily NFLX Bull 2X ETF
NFXL
$166M
$4.17K ﹤0.01%
+136
FLCO icon
7469
Franklin Investment Grade Corporate ETF
FLCO
$596M
$4.16K ﹤0.01%
+192
TEK
7470
iShares Technology Opportunities Active ETF
TEK
$30M
$4.14K ﹤0.01%
+138
MBSX
7471
Regan Fixed Rate MBS ETF
MBSX
$17.1M
$4.12K ﹤0.01%
+156
SOUX
7472
Defiance Daily Target 2X Long SOUN ETF
SOUX
$13.6M
$4.11K ﹤0.01%
+378
NFXS
7473
Direxion Shares ETF Trust Direxion Daily NFLX Bear 1X ETF
NFXS
$7.48M
$4.11K ﹤0.01%
+238
VIXM icon
7474
ProShares VIX Mid-Term Futures ETF
VIXM
$68.8M
$4.11K ﹤0.01%
269
-1,826
BOAT icon
7475
SonicShares Global Shipping ETF
BOAT
$76.5M
$4.1K ﹤0.01%
130
-191
297 298
299
300 301