UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

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 Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$679M
3
+$574M
4
MDT icon
Medtronic
MDT
+$523M
5
WDAY icon
Workday
WDAY
+$518M

Top Sells

1
+$1.62B
2
+$1.44B
3
+$1.1B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$835M
5
CVX icon
Chevron
CVX
+$690M

Sector Composition

1 Technology 22.22%
2 Financials 11.4%
3 Industrials 8.29%
4 Consumer Discretionary 8.03%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OVS icon
7826
Overlay Shares Small Cap Equity ETF
OVS
$16.5M
$1.78K ﹤0.01%
50
-213
EMO.RT
7827
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
$1.77K ﹤0.01%
+92,999
FGMC
7828
FG Merger II Corp
FGMC
$103M
$1.76K ﹤0.01%
176
-8
TWOX
7829
iShares Large Cap Accelerated Outcome ETF
TWOX
$14.6M
$1.76K ﹤0.01%
65
-9
FCPI icon
7830
Fidelity Stocks for Inflation ETF
FCPI
$246M
$1.75K ﹤0.01%
35
-4,266
JXG
7831
JX Luxventure
JXG
$10.7M
$1.75K ﹤0.01%
2,117
-619
XLCI
7832
State Street Communication Services Select Sector SPDR Premium Income ETF
XLCI
$1.51M
$1.75K ﹤0.01%
+67
PLMKU
7833
Plum Acquisition Corp IV Unit
PLMKU
$1.74K ﹤0.01%
170
EKG icon
7834
First Trust Nasdaq Lux Digital Health Solutions ETF
EKG
$2.87M
$1.74K ﹤0.01%
+100
RAVI icon
7835
FlexShares Ultra-Short Income Fund
RAVI
$1.36B
$1.74K ﹤0.01%
+23
PBNV
7836
PGIM US Large-Cap Buffer 20 ETF - November
PBNV
$23.1M
$1.74K ﹤0.01%
60
KDRN icon
7837
Kingsbarn Tactical Bond ETF
KDRN
$2.35M
$1.72K ﹤0.01%
74
-12
EMIF icon
7838
iShares Emerging Markets Infrastructure ETF
EMIF
$7.98M
$1.72K ﹤0.01%
+67
AGPU
7839
Axe Compute Inc. Common Stock
AGPU
$23M
$1.72K ﹤0.01%
+121
EGLE
7840
Global X S&P 500 U.S. Revenue Leaders ETF
EGLE
$2.05M
$1.72K ﹤0.01%
+59
CGTL
7841
Creative Global Technology Holdings
CGTL
$28.6M
$1.71K ﹤0.01%
3,156
-3,523
BBCB icon
7842
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$39M
$1.71K ﹤0.01%
37
+36
CLIR icon
7843
ClearSign Technologies
CLIR
$30.4M
$1.7K ﹤0.01%
2,208
-13,884
BAMB icon
7844
Brookstone Intermediate Bond ETF
BAMB
$65.5M
$1.7K ﹤0.01%
64
+47
LKOR icon
7845
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$44.6M
$1.7K ﹤0.01%
+39
CTEC icon
7846
Global X CleanTech ETF
CTEC
$27.5M
$1.66K ﹤0.01%
33
-1,442
HIND
7847
Vyome Holdings
HIND
$20.8M
$1.65K ﹤0.01%
319
-1,825
JZ
7848
Jianzhi Education Technology Group
JZ
$11.1M
$1.65K ﹤0.01%
+977
IJUN
7849
Innovator International Developed Power Buffer ETF - June
IJUN
$55.2M
$1.65K ﹤0.01%
58
-1,241
SHFS icon
7850
SHF Holdings
SHFS
$3.76M
$1.64K ﹤0.01%
+229
312 313
314
315 316