UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

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
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$679M
3
+$574M
4
MDT icon
Medtronic
MDT
+$523M
5
WDAY icon
Workday
WDAY
+$518M

Top Sells

1
+$1.62B
2
+$1.44B
3
+$1.1B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$835M
5
CVX icon
Chevron
CVX
+$690M

Sector Composition

1 Technology 22.22%
2 Financials 11.4%
3 Industrials 8.29%
4 Consumer Discretionary 8.03%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ILOW
8826
AB International Low Volatility Equity ETF
ILOW
$1.5B
– –
-4,364
KSPY
8827
KraneShares Hedgeye Hedged Equity Index ETF
KSPY
$49.6M
– –
-540
REKT
8828
Direxion Daily Crypto Industry Bear 1X Shares
REKT
$2.22M
– –
-655
PSIG
8829
PS International Group
PSIG
$36.3M
– –
-165
STEC
8830
Santech Holdings
STEC
$77.5M
– –
-68,008
KQQQ
8831
Kurv Technology Titans Select ETF
KQQQ
$71.2M
– –
-216
ETHE
8832
Grayscale Ethereum Trust ETF
ETHE
$3.36B
– –
-4,401
BLMZ
8833
DELISTED
Harrison Global Holdings
BLMZ
– –
-62,384
GCAL
8834
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$132M
– –
-693
KCSH
8835
KraneShares Sustainable Ultra Short Duration Index ETF
KCSH
$196M
– –
-100
CHEB
8836
DELISTED
Chenghe Acquisition II Co.
CHEB
– –
-490
ALF
8837
Centurion Acquisition Corp
ALF
$382M
– –
-372
IAUG
8838
Innovator International Developed Power Buffer ETF - August
IAUG
$74.7M
– –
-1,920
MKDW
8839
MKDWELL Tech Inc
MKDW
$27.8M
– –
-1,651
ZAUG
8840
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$119M
– –
-4,933
CPNS
8841
Calamos Nasdaq-100 Structured Alt Protection ETF - September
CPNS
$27.2M
– –
-275
CPST
8842
Calamos S&P 500 Structured Alt Protection ETF - September
CPST
$32.4M
– –
-72
KSEP
8843
Innovator U.S. Small Cap Power Buffer ETF - September
KSEP
$55.5M
– –
-250
NSEP
8844
Innovator Growth-100 Power Buffer ETF - September
NSEP
$49.6M
– –
-1,528
ZSEP
8845
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$144M
– –
-278
XCNY
8846
SPDR S&P Emerging Markets ex-China ETF
XCNY
$5.62M
– –
-14
LIAT
8847
DELISTED
LifeX 2059 Inflation-Protected Longevity Income ETF
LIAT
– –
-11
DECO
8848
SPDR Galaxy Digital Asset Ecosystem ETF
DECO
$13.9M
– –
-189
SJLD
8849
SanJac Alpha Low Duration ETF
SJLD
$2.27M
– –
-4
TDTH
8850
Trident Digital Tech Holdings
TDTH
$44.7M
– –
-10,769
352 353
354
355 356