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
LFEQ icon
7851
VanEck Long/Flat Trend ETF
LFEQ
$26.3M
$2.6K ﹤0.01%
+48
BENJ
7852
Horizon Landmark ETF
BENJ
$222M
$2.59K ﹤0.01%
50
-101
VRAX icon
7853
Virax Biolabs
VRAX
$1.42M
$2.59K ﹤0.01%
7,492
+4,132
TCV
7854
Towle Value ETF
TCV
$84.2M
$2.59K ﹤0.01%
+100
XIMR icon
7855
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$30.9M
$2.59K ﹤0.01%
+83
RW
7856
Rainwater Equity ETF
RW
$17.7M
$2.58K ﹤0.01%
+104
CDIO icon
7857
Cardio Diagnostics
CDIO
$5.11M
$2.58K ﹤0.01%
+952
KLAG
7858
Leverage Shares 2x Long KLAC Daily ETF
KLAG
$3.31M
$2.58K ﹤0.01%
+161
PHOE
7859
Phoenix Asia Holdings
PHOE
$330M
$2.58K ﹤0.01%
161
-5,520
DCX
7860
Digital Currency X Technology Inc
DCX
$3.76M
$2.57K ﹤0.01%
575
+556
QQWZ
7861
Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF
QQWZ
$28.1M
$2.56K ﹤0.01%
+102
DSMC icon
7862
Distillate Small/Mid Cash Flow ETF
DSMC
$118M
$2.55K ﹤0.01%
72
-339
CRED icon
7863
Columbia Research Enhanced Real Estate ETF
CRED
$4.27M
$2.55K ﹤0.01%
127
+61
SHIM icon
7864
Shimmick
SHIM
$115M
$2.55K ﹤0.01%
872
-3,374
FEDM icon
7865
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
FEDM
$74.3M
$2.54K ﹤0.01%
43
-155
DIVS icon
7866
Guinness Atkinson Dividend Builder ETF
DIVS
$40.3M
$2.54K ﹤0.01%
82
-4,158
ASPSW
7867
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$12.7M
$2.54K ﹤0.01%
6,183
+1,172
WVVI icon
7868
Willamette Valley Vineyards
WVVI
$12.9M
$2.52K ﹤0.01%
826
-240
MFLX icon
7869
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF
MFLX
$18.2M
$2.52K ﹤0.01%
148
-803
ELAB icon
7870
Elevai Labs
ELAB
$2.48M
$2.51K ﹤0.01%
425
+396
SIXJ icon
7871
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$145M
$2.5K ﹤0.01%
73
-1,269
ATGL
7872
Alpha Technology Group
ATGL
$273M
$2.5K ﹤0.01%
138
-3,133
GRDX
7873
GridAI Technologies Corp
GRDX
$7.6M
$2.5K ﹤0.01%
536
+470
MMTXU
7874
Miluna Acquisition Corp Units
MMTXU
$2.5K ﹤0.01%
+250
AAM
7875
DELISTED
AA Mission Acquisition Corp
AAM
$2.48K ﹤0.01%
232
-826
313 314
315
316 317