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
BJK icon
7701
VanEck Gaming ETF
BJK
$18.6M
$3.07K ﹤0.01%
75
-1,500
MAYP
7702
PGIM US Large-Cap Buffer 12 ETF - May
MAYP
$14.2M
$3.06K ﹤0.01%
+99
LGHL
7703
Lion Group Holding
LGHL
$624K
$3.06K ﹤0.01%
1,189
+1,096
SBLX
7704
StableX Technologies
SBLX
$3.89M
$3.06K ﹤0.01%
1,247
-1,646
ZTWO icon
7705
F/M 2-Year Investment Grade Corporate Bond ETF
ZTWO
$18.2M
$3.05K ﹤0.01%
60
+58
LWACU
7706
LightWave Acquisition Corp Units
LWACU
$3.04K ﹤0.01%
+300
ACGR
7707
American Century Large Cap Growth ETF
ACGR
$15.8M
$3.04K ﹤0.01%
46
-2,247
SVAC
7708
Spring Valley Acquisition Corp III
SVAC
$312M
$3.04K ﹤0.01%
+299
RTACU
7709
Renatus Tactical Acquisition Corp I Unit
RTACU
$187M
$3.02K ﹤0.01%
273
-308
GTN.A icon
7710
Gray Media Inc
GTN.A
$1.13B
$3.02K ﹤0.01%
252
-14,379
PUSH
7711
PGIM Ultra Short Municipal Bond ETF
PUSH
$68.2M
$3.02K ﹤0.01%
60
-310
CSCS
7712
Direxion Daily CSCO Bear 1X ETF
CSCS
$2.1M
$3.02K ﹤0.01%
139
-446
FUSI icon
7713
American Century Multisector Floating Income ETF
FUSI
$22.6M
$3.02K ﹤0.01%
+60
MYCH
7714
State Street My2028 Corporate Bond ETF
MYCH
$229M
$3.01K ﹤0.01%
+120
SLNZ
7715
TCW Senior Loan ETF
SLNZ
$230M
$3.01K ﹤0.01%
+65
BCAR
7716
D. Boral ARC Acquisition I Corp
BCAR
$417M
$3.01K ﹤0.01%
+300
CHECU
7717
Chenghe Acquisition III Co Units
CHECU
$3.01K ﹤0.01%
+300
AKAN icon
7718
Akanda
AKAN
$1.73M
$3.01K ﹤0.01%
+1,316
GBLI icon
7719
Global Indemnity Group
GBLI
$415M
$3.01K ﹤0.01%
106
-2,573
FCBD
7720
Frontier Asset Core Bond ETF
FCBD
$45.2M
$3.01K ﹤0.01%
118
-4,329
CPSM
7721
Calamos S&P 500 Structured Alt Protection ETF - May
CPSM
$54.7M
$3.01K ﹤0.01%
+105
MCGAU
7722
Yorkville Acquisition Corp Unit
MCGAU
$156M
$3.01K ﹤0.01%
+293
BLST
7723
Bluemonte Short Term Bond ETF
BLST
$146M
$3K ﹤0.01%
+119
SZZLU
7724
Sizzle Acquisition Corp II Unit
SZZLU
$218M
$3K ﹤0.01%
292
-758
WTRE icon
7725
WisdomTree New Economy Real Estate Fund
WTRE
$14.6M
$3K ﹤0.01%
+141
307 308
309
310 311