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
DGZ icon
8726
DB Gold Short ETN due Feb 15 2038
DGZ
$1.89M
$7 ﹤0.01%
1
-448
AP.WS
8727
DELISTED
Ampco-Pittsburgh Corp Series A Warrants
AP.WS
$6 ﹤0.01%
+481
APRE icon
8728
Aprea Therapeutics
APRE
$9.44M
$6 ﹤0.01%
3
-5,932
HTOOW icon
8729
Fusion Fuel Green PLC Warrant
HTOOW
$171K
$6 ﹤0.01%
768
+602
KPRX icon
8730
Kiora Pharmaceuticals
KPRX
$8.93M
$6 ﹤0.01%
2
SUIG
8731
Sui Group Holdings
SUIG
$267M
$6 ﹤0.01%
4
-935
ONFOW icon
8732
Onfolio Holdings Warrant
ONFOW
$1.14M
$6 ﹤0.01%
28
-501
PRENW
8733
Prenetics Global Ltd Warrant
PRENW
$351K
$6 ﹤0.01%
566
-3,996
MACIW
8734
Melar Acquisition Corp I Warrant
MACIW
$6 ﹤0.01%
45
-2,794
AIMD icon
8735
Ainos
AIMD
$18.9M
$5 ﹤0.01%
2
AQB icon
8736
AquaBounty Technologies
AQB
$6.24M
$5 ﹤0.01%
7
-6,245
HOFVW
8737
DELISTED
Hall of Fame Resort & Entertainment Company Warrant
HOFVW
$5 ﹤0.01%
1,823
+962
IZM icon
8738
ICZOOM Group
IZM
$25.9M
$5 ﹤0.01%
3
-3,169
NCNA
8739
NuCana
NCNA
$10.4M
– –
0
PIIIW icon
8740
P3 Health Partners Inc Warrant
PIIIW
$1.93M
$5 ﹤0.01%
514
-100
CELZ icon
8741
Creative Medical Technology
CELZ
$9.21M
$4 ﹤0.01%
2
+1
HUBCW icon
8742
Hub Cyber Security Warrant 2/27/28
HUBCW
$705K
$4 ﹤0.01%
407
-8,902
ETHZ
8743
ETHZilla Corp
ETHZ
$2.8B
$3 ﹤0.01%
3
-7,161
PETWW
8744
DELISTED
Wag! Group Co Warrant
PETWW
$3 ﹤0.01%
+265
REVBW icon
8745
Revelation Biosciences Warrant
REVBW
$12.2K
$3 ﹤0.01%
272
-2,240
ASM
8746
Avino Silver & Gold Mines
ASM
$891M
$2 ﹤0.01%
1
-145,692
CNET icon
8747
ZW Data Action Technologies
CNET
$6.73M
$2 ﹤0.01%
2
ICCT
8748
DELISTED
iCoreConnect
ICCT
$2 ﹤0.01%
1
-1,456
LSTA icon
8749
Lisata Therapeutics
LSTA
$21.7M
$2 ﹤0.01%
1
SES.WS icon
8750
SES AI Corp Warrants
SES.WS
$164M
$2 ﹤0.01%
36
348 349
350
351 352