UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 22.33%
 

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
+22.33%
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
State Street SPDR S&P 500 ETF Trust
SPY
+$835M
5
CVX icon
Chevron
CVX
+$690M

Sector Composition

1 Technology 22.2%
2 Financials 11.43%
3 Industrials 8.29%
4 Consumer Discretionary 8.01%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMO.RT
7826
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
$1.77K ﹤0.01%
+92,999
FGMC
7827
FG Merger II Corp
FGMC
$104M
$1.76K ﹤0.01%
176
-8
TWOX
7828
iShares Large Cap Accelerated Outcome ETF
TWOX
$22.4M
$1.76K ﹤0.01%
65
-9
FCPI icon
7829
Fidelity Stocks for Inflation ETF
FCPI
$240M
$1.75K ﹤0.01%
35
-4,266
JXG
7830
JX Luxventure
JXG
$7.52M
$1.75K ﹤0.01%
141
-41
XLCI
7831
State Street Communication Services Select Sector SPDR Premium Income ETF
XLCI
$1.5M
$1.75K ﹤0.01%
+67
PLMKU
7832
Plum Acquisition Corp IV Unit
PLMKU
$1.74K ﹤0.01%
170
EKG icon
7833
First Trust Nasdaq Lux Digital Health Solutions ETF
EKG
$2.66M
$1.74K ﹤0.01%
+100
RAVI icon
7834
FlexShares Ultra-Short Income Fund
RAVI
$1.39B
$1.74K ﹤0.01%
+23
PBNV
7835
PGIM US Large-Cap Buffer 20 ETF - November
PBNV
$24.9M
$1.74K ﹤0.01%
60
KDRN icon
7836
Kingsbarn Tactical Bond ETF
KDRN
$2.33M
$1.72K ﹤0.01%
74
-12
EMIF icon
7837
iShares Emerging Markets Infrastructure ETF
EMIF
$10.2M
$1.72K ﹤0.01%
+67
AGPU
7838
Axe Compute Inc
AGPU
$7.74M
$1.72K ﹤0.01%
+121
EGLE
7839
Global X S&P 500 U.S. Revenue Leaders ETF
EGLE
$1.98M
$1.72K ﹤0.01%
+59
CGTL
7840
Creative Global Technology Holdings
CGTL
$129M
$1.71K ﹤0.01%
3,156
-3,523
BBCB icon
7841
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$42.5M
$1.71K ﹤0.01%
37
+36
CLIR icon
7842
ClearSign Technologies
CLIR
$30.5M
$1.7K ﹤0.01%
2,208
-13,884
BAMB icon
7843
Brookstone Intermediate Bond ETF
BAMB
$64M
$1.7K ﹤0.01%
64
+47
LKOR icon
7844
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$48.9M
$1.7K ﹤0.01%
+39
CTEC icon
7845
Global X CleanTech ETF
CTEC
$27.5M
$1.66K ﹤0.01%
33
-1,442
HIND
7846
Vyome Holdings
HIND
$13M
$1.65K ﹤0.01%
319
-1,825
JZ
7847
Jianzhi Education Technology Group
JZ
$11.7M
$1.65K ﹤0.01%
+977
IJUN
7848
Innovator International Developed Power Buffer ETF - June
IJUN
$56M
$1.65K ﹤0.01%
58
-1,241
SHFS icon
7849
SHF Holdings
SHFS
$2.71M
$1.64K ﹤0.01%
+229
STG
7850
Sunlands Technology
STG
$66.3M
$1.63K ﹤0.01%
204
-2,283
312 313
314
315 316