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
BBLGW
7726
Bone Biologics Corp Warrants
BBLGW
$3K ﹤0.01%
300
+157
MIG icon
7727
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$18M
$3K ﹤0.01%
+139
RMCA
7728
Rockefeller California Municipal Bond ETF
RMCA
$14.5M
$3K ﹤0.01%
124
-3,241
NUG
7729
Leverage Shares 2X Long NU Daily ETF
NUG
$628K
$3K ﹤0.01%
+184
POCI icon
7730
Precision Optics
POCI
$33.1M
$3K ﹤0.01%
716
-41,491
BLSX
7731
Tradr 2X Long BLSH Daily ETF
BLSX
$1.46M
$3K ﹤0.01%
+263
STXI
7732
Strive International Developed Markets ETF
STXI
$21.9M
$2.99K ﹤0.01%
96
-43
USFI icon
7733
BrandywineGLOBAL US Fixed Income ETF
USFI
$13.5M
$2.99K ﹤0.01%
121
-92
TLTX
7734
Global X Treasury Bond Enhanced Income ETF
TLTX
$6.64M
$2.99K ﹤0.01%
+122
EZRA
7735
Reliance Global Group
EZRA
$2.08M
$2.99K ﹤0.01%
5,843
-1,917
SURI icon
7736
Simplify Propel Opportunities ETF
SURI
$75.8M
$2.98K ﹤0.01%
179
-845
SFEB icon
7737
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$102M
$2.98K ﹤0.01%
127
-385
CPSJ
7738
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$40.4M
$2.98K ﹤0.01%
111
-3,907
OWNB
7739
Bitwise Bitcoin Standard Corporations ETF
OWNB
$19.4M
$2.98K ﹤0.01%
139
-853
SIFI icon
7740
Harbor Ares Systematic Multi-Sector Income ETF
SIFI
$32.4M
$2.98K ﹤0.01%
68
+17
XOMZ
7741
Direxion Shares ETF Trust Direxion Daily XOM Bear 1X ETF
XOMZ
$1.67M
$2.98K ﹤0.01%
+136
TPLS
7742
Thornburg Core Plus Bond ETF
TPLS
$19M
$2.98K ﹤0.01%
117
+113
LZMH
7743
LZ Technology Holdings
LZMH
$199M
$2.98K ﹤0.01%
1,794
-12,194
AIBD
7744
Direxion Daily AI and Big Data Bear 2X ETF
AIBD
$7.34M
$2.98K ﹤0.01%
+385
TACOU
7745
Berto Acquisition Corp Unit
TACOU
$258M
$2.97K ﹤0.01%
289
+189
IBRN icon
7746
iShares Neuroscience and Healthcare ETF
IBRN
$4.65M
$2.97K ﹤0.01%
+92
LIXT icon
7747
Lixte Biotechnology
LIXT
$27.1M
$2.97K ﹤0.01%
756
-15,991
SAPH
7748
SAP SE ADRhedged
SAPH
$717K
$2.97K ﹤0.01%
67
-174
BSTP icon
7749
Innovator Buffer Step-Up Strategy ETF
BSTP
$55.5M
$2.97K ﹤0.01%
80
-515
BSAA
7750
BEST SPAC I Acquisition Corp
BSAA
$2.97K ﹤0.01%
294
+262
308 309
310
311 312