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
CEW
7976
WisdomTree Emerging Currency Strategy Fund
CEW
$15.1M
$2.02K ﹤0.01%
+107
XAUG icon
7977
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$24.2M
$2.02K ﹤0.01%
54
-2
TSLO
7978
Leverage Shares 2x Capped Accelerated TSLA Monthly ETF
TSLO
$1.08M
$2.02K ﹤0.01%
+100
ADIL
7979
Adial Pharmaceuticals
ADIL
$2.11M
$2.02K ﹤0.01%
367
-383
RDACU
7980
Rising Dragon Acquisition Corp Unit
RDACU
$2.01K ﹤0.01%
220
EVOXU
7981
Evolution Global Acquisition Corp Units
EVOXU
$2.01K ﹤0.01%
+200
DADS
7982
Digital Asset Debt Strategy ETF
DADS
$7.64M
$2.01K ﹤0.01%
+106
ATHR
7983
Aether Holdings
ATHR
$39.5M
$2K ﹤0.01%
323
+124
UTWY icon
7984
US Treasury 20 Year Bond ETF
UTWY
$8.64M
$2K ﹤0.01%
46
+1
UAUG icon
7985
Innovator US Equity Ultra Buffer ETF August
UAUG
$166M
$2K ﹤0.01%
50
-2,001
XDAT icon
7986
Franklin Exponential Data ETF
XDAT
$3.35M
$1.99K ﹤0.01%
77
-189
MATE
7987
Man Active Trend Enhanced ETF
MATE
$34.4M
$1.99K ﹤0.01%
+77
PMCB icon
7988
PharmaCyte Biotech
PMCB
$7.09M
$1.99K ﹤0.01%
2,746
+1,423
GEVG
7989
Leverage Shares 2X Long GEV Daily ETF
GEVG
$5M
$1.99K ﹤0.01%
+147
SCLS
7990
Stoneport Advisors Commodity Long Short ETF
SCLS
$2.94M
$1.98K ﹤0.01%
+98
NTCL
7991
NetClass Technology Inc
NTCL
$6.12M
$1.98K ﹤0.01%
+5,740
JFLI
7992
JPMorgan Flexible Income ETF
JFLI
$43.3M
$1.98K ﹤0.01%
+39
WTIP
7993
WisdomTree Inflation Plus Fund
WTIP
$15.2M
$1.98K ﹤0.01%
+59
LBTYB icon
7994
Liberty Global Class B
LBTYB
$4.19B
$1.97K ﹤0.01%
167
-2,095
NACP icon
7995
Impact Shares NAACP Minority Empowerment ETF
NACP
$61.5M
$1.97K ﹤0.01%
+40
DC.WS icon
7996
Dakota Gold Corp Warrants
DC.WS
$1.96K ﹤0.01%
+541
SIF icon
7997
SIFCO Industries
SIF
$82.8M
$1.95K ﹤0.01%
+350
NMB
7998
Simplify National Muni Bond ETF
NMB
$45.7M
$1.95K ﹤0.01%
78
-4,089
TOMZ icon
7999
TOMI Environmental Solutions
TOMZ
$13.4M
$1.95K ﹤0.01%
2,500
XBJA icon
8000
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88.3M
$1.95K ﹤0.01%
+61
318 319
320
321 322