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
TMAT icon
8801
Main Thematic Innovation ETF
TMAT
$210M
– –
-454
TMFM icon
8802
Motley Fool Mid-Cap Growth ETF
TMFM
$161M
– –
-674
TMFS icon
8803
Motley Fool Small-Cap Growth ETF
TMFS
$74.7M
– –
-1,596
TOPS icon
8804
TOP Ships
TOPS
$27.2M
– –
-4,762
YGMZ icon
8805
MingZhu Logistics Holdings
YGMZ
$70.5M
– –
-2
YJUN icon
8806
FT Vest International Equity Buffer ETF June
YJUN
$168M
– –
-750
YSEP icon
8807
FT Vest International Equity Buffer ETF September
YSEP
$98.6M
– –
-558
ZAPPW
8808
DELISTED
Zapp Electric Vehicles Group Limited Warrant
ZAPPW
– –
-2,666
GLSTW
8809
DELISTED
Global Star Acquisition, Inc. Warrants
GLSTW
– –
-5,059
ICCH
8810
DELISTED
ICC Holdings, Inc.
ICCH
– –
-4,801
CUTR
8811
DELISTED
Cutera, Inc.
CUTR
– –
-154,328
GLSTR
8812
DELISTED
Global Star Acquisition, Inc. Right
GLSTR
– –
-969
IPXXU
8813
DELISTED
Inflection Point Acquisition Corp. II Unit
IPXXU
– –
-2,700
AZPN
8814
DELISTED
Aspen Technology Inc
AZPN
– –
-1,234,940
VMCA
8815
DELISTED
Valuence Merger Corp. I Class A Ordinary Shares
VMCA
– –
-6,400
BEST
8816
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
– –
-1,450
QSWN
8817
DELISTED
Amplify BlackSwan Tech & Treasury ETF
QSWN
– –
-129
AVGR
8818
DELISTED
Avinger, Inc. Common Stock
AVGR
– –
-8,597
MRNS
8819
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
– –
-258,944
STAF
8820
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
– –
-652
TTOO
8821
DELISTED
T2 Biosystems, Inc
TTOO
– –
-139,240
APRH icon
8822
Innovator Premium Income 20 Barrier ETF April
APRH
$27.3M
– –
-698
CGTX icon
8823
Cognition Therapeutics
CGTX
$154M
$0 ﹤0.01%
1
-41,111
CHPS icon
8824
Xtrackers Semiconductor Select Equity ETF
CHPS
$11M
– –
-355
CISS
8825
C3is
CISS
$5.68M
– –
-3,280
351 352
353
354 355