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
JPHY
7476
JPMorgan Active High Yield ETF
JPHY
$2.12B
$4.1K ﹤0.01%
+81
HARD icon
7477
Simplify Commodities Strategy No K-1 ETF
HARD
$79.7M
$4.09K ﹤0.01%
+138
MSOX icon
7478
AdvisorShares MSOS 2X Daily ETF
MSOX
$41.3M
$4.08K ﹤0.01%
+911
MIRA icon
7479
MIRA Pharmaceuticals
MIRA
$50.7M
$4.08K ﹤0.01%
2,700
+2,484
QQXL
7480
ProShares Ultra QQQ Top 30
QQXL
$4.7M
$4.06K ﹤0.01%
+94
AXUP
7481
T-REX 2X Long AXON Daily Target ETF
AXUP
$2.87M
$4.06K ﹤0.01%
324
+268
LJAN icon
7482
Innovator Premium Income 15 Buffer ETF January
LJAN
$12.2M
$4.05K ﹤0.01%
165
-6,071
XRMI icon
7483
Global X S&P 500 Risk Managed Income ETF
XRMI
$42.8M
$4.04K ﹤0.01%
+226
GHTA icon
7484
Goose Hollow Tactical Allocation ETF
GHTA
$40.5M
$4.04K ﹤0.01%
135
-137
LINK icon
7485
Interlink Electronics
LINK
$49.6M
$4.03K ﹤0.01%
1,038
+880
FGSI
7486
FT Vest Growth Strength & Target Income ETF
FGSI
$2.94M
$4.02K ﹤0.01%
+200
FDIQ
7487
Invesco Exchange-Traded Fund Trust II Invesco Bloomberg Financial Data Providers ETF
FDIQ
$52.7M
$4.02K ﹤0.01%
65
-47
APXTU
7488
Apex Treasury Corp Units
APXTU
$252M
$4K ﹤0.01%
+400
LRNZ icon
7489
TrueShares Technology AI & Deep Learning ETF
LRNZ
$29M
$4K ﹤0.01%
84
-7,476
SUSL icon
7490
iShares ESG MSCI USA Leaders ETF
SUSL
$1B
$4K ﹤0.01%
33
+17
OVT icon
7491
Overlay Shares Short Term Bond ETF
OVT
$55.8M
$4K ﹤0.01%
182
-3,084
JPY
7492
Lazard Japanese Equity ETF
JPY
$69.5M
$4K ﹤0.01%
125
-345
MSST
7493
YieldMax MSTR Performance & Distribution Target 25 ETF
MSST
$2.74M
$4K ﹤0.01%
+100
MOTO icon
7494
Guinness Atkinson Smart Transportation & Technology ETF
MOTO
$10.9M
$3.99K ﹤0.01%
75
-105
PCAPU
7495
ProCap Acquisition Corp Unit
PCAPU
$210M
$3.97K ﹤0.01%
388
-10,221
BBSB icon
7496
JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF
BBSB
$34.8M
$3.97K ﹤0.01%
+40
BMGL
7497
Basel Medical
BMGL
$11.6M
$3.96K ﹤0.01%
8,089
+2,190
MTEX icon
7498
Mannatech
MTEX
$12.5M
$3.95K ﹤0.01%
479
-7,676
TIL icon
7499
Instil Bio
TIL
$56M
$3.95K ﹤0.01%
359
-5,262
HAWX icon
7500
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
$311M
$3.95K ﹤0.01%
+100
298 299
300
301 302