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
VEGN icon
8851
US Vegan Climate ETF
VEGN
$130M
– –
-2,292
VGSR icon
8852
Vert Global Sustainable Real Estate ETF
VGSR
$446M
– –
-1,661
XFIX icon
8853
F/M Opportunistic Income ETF
XFIX
$37M
– –
-207
XHYI icon
8854
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$43M
– –
-32
XPND icon
8855
First Trust Expanded Technology ETF
XPND
$34.9M
– –
-238
IBHK
8856
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$31.1M
– –
-362
SPYU
8857
MAX S&P 500 4x Leveraged ETN
SPYU
$420M
– –
-296
BUFS
8858
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$99.2M
– –
-242
XHG
8859
XChange TEC
XHG
$55.7M
– –
-265
NAKA
8860
Kindly MD
NAKA
$298M
– –
-19,320
GMMA
8861
GammaRoad Market Navigation ETF
GMMA
$5.83M
– –
-312
MYCH
8862
SPDR SSGA My2028 Corporate Bond ETF
MYCH
$27.7M
– –
-100
MYCN
8863
SPDR SSGA My2034 Corporate Bond ETF
MYCN
$7.52M
– –
-104
MVPS
8864
DELISTED
Amplify Thematic All-Stars ETF
MVPS
– –
-18
MMVWW
8865
DELISTED
MultiMetaVerse Holdings Limited Warrant
MMVWW
– –
-2,928
FAMI icon
8866
Farmmi
FAMI
$9.76M
– –
-13,666
FBCV icon
8867
Fidelity Blue Chip Value ETF
FBCV
$136M
– –
-1
FBL icon
8868
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$131M
– –
-25,605
FBOT icon
8869
Fidelity Disruptive Automation ETF
FBOT
$151M
– –
-1,258
FCTR icon
8870
First Trust Lunt US Factor Rotation ETF
FCTR
$59.5M
– –
-63
FDAT icon
8871
Tactical Advantage ETF
FDAT
$35.3M
– –
-66
GLOV icon
8872
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
GLOV
$1.41B
– –
-1,112
GMAR icon
8873
FT Vest US Equity Moderate Buffer ETF March
GMAR
$413M
– –
-1,111
GOAU icon
8874
US Global GO Gold and Precious Metal Miners ETF
GOAU
$178M
– –
-3,350
GOVZ icon
8875
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$314M
– –
-52
353 354
355
356 357