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
YDDL
8226
One and One Green Technologies
YDDL
$420M
$1.18K ﹤0.01%
+227
GGOV
8227
iShares Global Government Bond USD Hedged Active ETF
GGOV
$43.4M
$1.17K ﹤0.01%
+24
WTID icon
8228
MicroSectors Energy -3x Inverse Leveraged ETNs
WTID
$802K
$1.17K ﹤0.01%
101
-905
BAFN icon
8229
BayFirst Financial Corp
BAFN
$24.2M
$1.17K ﹤0.01%
149
-10,393
BRID icon
8230
Bridgford Foods
BRID
$68M
$1.17K ﹤0.01%
150
-30,064
TOP icon
8231
TOP Financial Group
TOP
$36.3M
$1.17K ﹤0.01%
1,162
+1,161
BLUW
8232
Blue Water Acquisition Corp III
BLUW
$333M
$1.17K ﹤0.01%
113
-87
ETS
8233
Elite Express Holding Inc
ETS
$7.15M
$1.17K ﹤0.01%
2,359
+1,825
GRAF
8234
Graf Global Corp
GRAF
$307M
$1.16K ﹤0.01%
108
-711
CMDT icon
8235
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$705M
$1.16K ﹤0.01%
+42
AMTD
8236
AMTD IDEA Group
AMTD
$83.4M
$1.16K ﹤0.01%
1,176
-5,409
LSEQ icon
8237
Harbor Long-Short Equity ETF
LSEQ
$15.2M
$1.16K ﹤0.01%
+42
GSWO
8238
Goldman Sachs ActiveBeta World Equity ETF
GSWO
$1.51B
$1.16K ﹤0.01%
+20
PST icon
8239
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$11.2M
$1.15K ﹤0.01%
+52
DDTD
8240
Innovator Equity Dual Directional 10 Buffer ETF Dec
DDTD
$17M
$1.15K ﹤0.01%
+60
ITAN icon
8241
Sparkline Intangible Value ETF
ITAN
$69.9M
$1.15K ﹤0.01%
+31
XTKG icon
8242
X3 Holdings Co
XTKG
$2.59M
$1.15K ﹤0.01%
3,138
+3,083
SKF icon
8243
ProShares UltraShort Financials
SKF
$11.8M
$1.14K ﹤0.01%
45
+36
LVLU icon
8244
Lulu's Fashion Lounge
LVLU
$39.4M
$1.14K ﹤0.01%
219
-1,349
PQDI icon
8245
Principal Spectrum Preferred and Income ETF
PQDI
$68M
$1.14K ﹤0.01%
+58
LQDB icon
8246
iShares BBB Rated Corporate Bond ETF
LQDB
$51.6M
$1.13K ﹤0.01%
13
-111
MRAL
8247
GraniteShares 2x Long MARA Daily ETF
MRAL
$44.8M
$1.13K ﹤0.01%
+246
DGZ icon
8248
DB Gold Short ETN due Feb 15 2038
DGZ
$1.47M
$1.13K ﹤0.01%
201
+200
TVACW
8249
Texas Ventures Acquisition III Corp Warrants
TVACW
$7.42M
$1.12K ﹤0.01%
+1,247
MSDD
8250
GraniteShares 2x Short MSTR Daily ETF
MSDD
$2.96M
$1.12K ﹤0.01%
12
-93
328 329
330
331 332