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
SELF
8701
Global Self Storage
SELF
$55.9M
$15 ﹤0.01%
+3
ETHE
8702
Grayscale Ethereum Trust ETF
ETHE
$4.49B
$15 ﹤0.01%
1
AXDX
8703
DELISTED
Accelerate Diagnostics
AXDX
$14 ﹤0.01%
20
-20
LGHLW
8704
DELISTED
Lion Group Holding Ltd. Warrant
LGHLW
$14 ﹤0.01%
+2,400
SIMAW
8705
SIM Acquisition Corp I Warrant
SIMAW
$3.91M
$13 ﹤0.01%
97
-1,153
FMY
8706
First Trust Mortgage Income Fund
FMY
$50.9M
$12 ﹤0.01%
1
INLX icon
8707
Intellinetics
INLX
$49.6M
$12 ﹤0.01%
1
SVREW
8708
SaverOne 2014 Ltd Warrant
SVREW
$138K
$12 ﹤0.01%
419
-1,249
FSHPR
8709
Flag Ship Acquisition Corp Right
FSHPR
$12 ﹤0.01%
+98
MAYAR
8710
Maywood Acquisition Corp Right
MAYAR
$12 ﹤0.01%
+49
STRR
8711
Star Equity Holdings
STRR
$38.5M
$11 ﹤0.01%
1
-39
TLPH icon
8712
Talphera
TLPH
$52M
$11 ﹤0.01%
22
KLTOW
8713
Klotho Neurosciences Warrant
KLTOW
$11 ﹤0.01%
525
-1,605
GGROW
8714
Gogoro Inc Warrant
GGROW
$488K
$11 ﹤0.01%
+486
ABLVW icon
8715
Able View Global Warrant
ABLVW
$156K
$10 ﹤0.01%
373
-442
EDSA icon
8716
Edesa Biotech
EDSA
$17.8M
$10 ﹤0.01%
4
-27
SWVLW icon
8717
Swvl Holdings Corp Warrant
SWVLW
$262K
$10 ﹤0.01%
691
-800
MKDWW
8718
MKDWELL Tech Inc Warrants
MKDWW
$89.3K
$10 ﹤0.01%
900
+396
MAYA
8719
Maywood Acquisition Corp
MAYA
$155M
$10 ﹤0.01%
+1
PPSI icon
8720
Pioneer Power Solutions
PPSI
$50.8M
$9 ﹤0.01%
3
-16,834
SSBI icon
8721
Summit State Bank
SSBI
$79.9M
$9 ﹤0.01%
1
HUBCZ icon
8722
Hub Cyber Security Warrant
HUBCZ
$70.1K
$8 ﹤0.01%
+500
RDHL
8723
Redhill Biopharma
RDHL
$5.76M
$8 ﹤0.01%
3
-4,364
SCKT icon
8724
Socket Mobile
SCKT
$7.54M
$8 ﹤0.01%
+7
NWTG
8725
Newton Golf Co
NWTG
$8.44M
$8 ﹤0.01%
4
-316