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
UCL
8751
uCloudlink Group
UCL
$82M
$2 ﹤0.01%
2
-4,498
ANEB icon
8752
Anebulo Pharmaceuticals
ANEB
$109M
$1 ﹤0.01%
1
-24
ETHZW
8753
ETHZilla Corp Warrant
ETHZW
$532K
$1 ﹤0.01%
133
-2,543
BGLC icon
8754
BioNexus Gene Lab
BGLC
$9.22M
– –
-10,963
BWEN icon
8755
Broadwind
BWEN
$54.4M
$1 ﹤0.01%
1
-900
CLDI icon
8756
Calidi Biotherapeutics
CLDI
$8.45M
– –
-733
HYMCW
8757
DELISTED
Hycroft Mining Holding Corporation Warrant
HYMCW
$1 ﹤0.01%
451
-14,689
IPW icon
8758
iPower
IPW
$17.1M
$1 ﹤0.01%
1
-250
SNAL icon
8759
Snail Inc
SNAL
$38M
$1 ﹤0.01%
1
-7,754
ATXI
8760
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
– –
-7,920
BNIX
8761
DELISTED
Bannix Acquisition Corp. Common Stock
BNIX
– –
-98
BNIXW
8762
DELISTED
Bannix Acquisition Corp. Warrant
BNIXW
– –
-1,970
GODNR
8763
DELISTED
Golden Star Acquisition Corporation Rights
GODNR
– –
-1,084
GODN
8764
DELISTED
Golden Star Acquisition Corporation Ordinary Shares
GODN
– –
-4
SMAR
8765
DELISTED
Smartsheet Inc.
SMAR
– –
-7,709,022
USAP
8766
DELISTED
Universal Stainless & Alloy
USAP
– –
-38,179
TETEW
8767
DELISTED
Technology & Telecommunication Acquisition Corporation Warrant
TETEW
– –
-287
PPYAW
8768
DELISTED
Papaya Growth Opportunity Corp. I Warrant
PPYAW
– –
-66
CITE
8769
DELISTED
Cartica Acquisition Corp Class A Ordinary Shares
CITE
– –
-191
FAIL
8770
DELISTED
Cambria Global Tail Risk ETF
FAIL
– –
-847
GCLN
8771
DELISTED
Goldman Sachs Bloomberg Clean Energy Equity ETF
GCLN
– –
-530
GATO
8772
DELISTED
Gatos Silver, Inc.
GATO
– –
-628,958
CSLMW
8773
DELISTED
CSLM Acquisition Corp. Warrant
CSLMW
– –
-4
LATG
8774
DELISTED
Chenghe Acquisition I Co. Class A Ordinary Shares
LATG
– –
-94
CSLM
8775
DELISTED
CSLM Acquisition Corp. Class A Ordinary Share
CSLM
– –
-4
349 350
351
352 353