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
CRAK icon
8651
VanEck Oil Refiners ETF
CRAK
$27.8M
$29 ﹤0.01%
1
-2,511
TSBX
8652
DELISTED
Turnstone Biologics
TSBX
$29 ﹤0.01%
71
AFMD
8653
DELISTED
Affimed
AFMD
$29 ﹤0.01%
40
MTUL icon
8654
ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN
MTUL
$11.7M
$28 ﹤0.01%
1
FEMB icon
8655
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$251M
$27 ﹤0.01%
1
HIBL icon
8656
Direxion Daily S&P 500 High Beta Bull 3X Shares
HIBL
$60.3M
$27 ﹤0.01%
1
-53
QCLR icon
8657
Global X NASDAQ 100 Collar 95-110 ETF
QCLR
$3.91M
$27 ﹤0.01%
+1
PBMWW
8658
Psyence Biomedical Warrant
PBMWW
$391K
$27 ﹤0.01%
+1,589
MDCP
8659
DELISTED
Victory Portfolios II VictoryShares THB Mid Cap ETF
MDCP
$27 ﹤0.01%
+1
PBSE
8660
PGIM US Large-Cap Buffer 20 ETF - September
PBSE
$29.1M
$26 ﹤0.01%
1
EMCGW
8661
DELISTED
Embrace Change Acquisition Corp Warrants
EMCGW
$26 ﹤0.01%
1,172
+1,072
JFBRW icon
8662
Jeffs' Brands Warrant
JFBRW
$46.6K
$26 ﹤0.01%
+1,075
OTRK
8663
DELISTED
Ontrak
OTRK
$26 ﹤0.01%
18
+1
BFRI icon
8664
Biofrontera
BFRI
$10.6M
$25 ﹤0.01%
31
-14,042
EQLT
8665
iShares MSCI Emerging Markets Quality Factor ETF
EQLT
$9.8M
$25 ﹤0.01%
1
AAM.WS
8666
AA Mission Acquisition Corp Warrants
AAM.WS
$25 ﹤0.01%
368
+27
KPLTW icon
8667
Katapult Holdings Warrant
KPLTW
$34.9K
$24 ﹤0.01%
2,670
+160
TAVIR
8668
Tavia Acquisition Corp Right
TAVIR
$24 ﹤0.01%
+200
BMED icon
8669
BlackRock Future Health ETF
BMED
$4.53M
$24 ﹤0.01%
1
-400
ILIT icon
8670
iShares Lithium Miners and Producers ETF
ILIT
$7.22M
$24 ﹤0.01%
3
-80
CINGW icon
8671
Cingulate Inc Warrants
CINGW
$184K
$23 ﹤0.01%
+450
FEAM icon
8672
5E Advanced Materials
FEAM
$139M
$23 ﹤0.01%
6
-5,834
IMNN icon
8673
Imunon
IMNN
$12.7M
$23 ﹤0.01%
2
OBLG icon
8674
Oblong
OBLG
$7.17M
$23 ﹤0.01%
7
-593
KLMN
8675
Invesco MSCI North America Climate ETF
KLMN
$2.42B
$23 ﹤0.01%
+1
345 346
347
348 349