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
SIXP icon
7501
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$47.2M
$3.94K ﹤0.01%
+125
SUNE
7502
SUNation Energy
SUNE
$4.12M
$3.94K ﹤0.01%
+3,824
MTR
7503
Mesa Royalty Trust
MTR
$9.6M
$3.94K ﹤0.01%
911
-945
EBUF
7504
Innovator Emerging Markets 10 Buffer ETF - Quarterly
EBUF
$21.1M
$3.93K ﹤0.01%
+137
REFR icon
7505
Research Frontiers
REFR
$34M
$3.93K ﹤0.01%
3,002
-4,549
GIGGW
7506
GigCapital7 Corp Warrant
GIGGW
$8M
$3.92K ﹤0.01%
+9,570
CPNS
7507
Calamos Nasdaq-100 Structured Alt Protection ETF - September
CPNS
$24.6M
$3.92K ﹤0.01%
+144
REE icon
7508
REE Automotive
REE
$16.3M
$3.92K ﹤0.01%
5,331
+4,469
VOYX
7509
Tradr 2X Long VOYG Daily ETF
VOYX
$1.12M
$3.92K ﹤0.01%
275
+200
DIME
7510
CoinShares Altcoins ETF
DIME
$1.42M
$3.91K ﹤0.01%
+336
FLCC
7511
Federated Hermes MDT Large Cap Core ETF
FLCC
$59.1M
$3.9K ﹤0.01%
120
-134
FBDC
7512
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$32.7M
$3.9K ﹤0.01%
+201
INDH
7513
WisdomTree India Hedged Equity Fund
INDH
$5.81M
$3.9K ﹤0.01%
92
-424
TBFG icon
7514
The Brinsmere Fund Growth ETF
TBFG
$355M
$3.89K ﹤0.01%
+130
IVRA
7515
DELISTED
Invesco Real Assets ESG ETF
IVRA
$3.89K ﹤0.01%
+242
QBUL
7516
TrueShares Quarterly Bull Hedge ETF
QBUL
$9.46M
$3.88K ﹤0.01%
163
-1,821
APRW icon
7517
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$169M
$3.87K ﹤0.01%
111
-200
NOMA
7518
NOMADAR Corp
NOMA
$72.5M
$3.87K ﹤0.01%
+863
LLYZ
7519
DELISTED
Defiance Daily Target 2X Short LLY ETF
LLYZ
$3.86K ﹤0.01%
+450
UPGD icon
7520
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$101M
$3.85K ﹤0.01%
52
-5,044
AKO.A icon
7521
Embotelladora Andina Series A
AKO.A
$3.85K ﹤0.01%
165
-4,311
LQTI
7522
FT Vest Investment Grade & Target Income ETF
LQTI
$260M
$3.84K ﹤0.01%
+191
ZSC icon
7523
USCF Sustainable Commodity Strategy Fund
ZSC
$2.94M
$3.84K ﹤0.01%
137
+93
VSOL
7524
VanEck Solana ETF
VSOL
$3.83K ﹤0.01%
+237
WLTG icon
7525
WealthTrust DBS Long Term Growth ETF
WLTG
$69M
$3.83K ﹤0.01%
+110
299 300
301
302 303