UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,609
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$585M
3
+$582M
4
HPE icon
Hewlett Packard
HPE
+$514M
5
LUV icon
Southwest Airlines
LUV
+$510M

Top Sells

1
+$660M
2
+$549M
3
+$513M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$480M
5
BA icon
Boeing
BA
+$458M

Sector Composition

1 Technology 19.9%
2 Financials 12.02%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEMD icon
8626
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$33.9M
$41 ﹤0.01%
1
-93
VGASW icon
8627
Verde Clean Fuels Warrant
VGASW
$2.65M
$41 ﹤0.01%
+205
AUUDW
8628
Auddia Inc Warrants
AUUDW
$96.8K
$40 ﹤0.01%
2,696
-7,584
CAPTW icon
8629
Captivision Inc Warrant
CAPTW
$597K
$40 ﹤0.01%
2,699
+999
AIIOW
8630
Robo.ai Inc Warrant
AIIOW
$2.58M
$40 ﹤0.01%
1,611
-23,078
SST.WS
8631
DELISTED
System1, Inc. Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share
SST.WS
$40 ﹤0.01%
2,658
-9
HFBL icon
8632
Home Federal Bancorp
HFBL
$43.3M
$39 ﹤0.01%
3
+2
SVIIR icon
8633
Spring Valley Acquisition Corp II Rights
SVIIR
$38 ﹤0.01%
+467
RDOG icon
8634
ALPS REIT Dividend Dogs ETF
RDOG
$13.6M
$37 ﹤0.01%
1
-148
ZCARW
8635
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
$37 ﹤0.01%
2,648
-151
CMBM icon
8636
Cambium Networks
CMBM
$19M
$36 ﹤0.01%
51
AREC icon
8637
American Resources Corp
AREC
$445M
$35 ﹤0.01%
74
-10,443
LCF icon
8638
Touchstone US Large Cap Focused ETF
LCF
$53M
$35 ﹤0.01%
+1
USCA icon
8639
Xtrackers MSCI USA Climate Action Equity ETF
USCA
$3.2B
$35 ﹤0.01%
1
-24
ACONW icon
8640
Aclarion Warrant
ACONW
$96K
$34 ﹤0.01%
1,095
+837
OAKUW icon
8641
Oak Woods Acquisition Corp Warrant
OAKUW
$138K
$34 ﹤0.01%
968
-332
DHAIW icon
8642
DIH Holding US Inc Warrants
DHAIW
$400K
$34 ﹤0.01%
+2,600
AREBW icon
8643
American Rebel Holdings Warrants
AREBW
$62.2K
$33 ﹤0.01%
2,988
+1,549
CDTTW
8644
CDT Equity Inc Warrant
CDTTW
$2.05M
$33 ﹤0.01%
+3,712
EVNT icon
8645
AltShares Event-Driven ETF
EVNT
$7.08M
$33 ﹤0.01%
3
-9
SHFSW icon
8646
SHF Holdings Warrants
SHFSW
$1.79M
$33 ﹤0.01%
1,850
-2
MSSAW
8647
DELISTED
Metal Sky Star Acquisition Corporation Warrant
MSSAW
$33 ﹤0.01%
2,724
+2,447
BERZ icon
8648
MicroSectors FANG & Innovation -3x Inverse Leveraged ETN
BERZ
$2.11M
$32 ﹤0.01%
2
-1,010
HKND icon
8649
Humankind US Stock ETF
HKND
$166M
$32 ﹤0.01%
1
-2
RIET icon
8650
Hoya Capital High Dividend Yield ETF
RIET
$92.3M
$30 ﹤0.01%
3
-12,380
344 345
346
347 348