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
RVMDW icon
8926
Revolution Medicines Inc Warrant
RVMDW
$3.53M
– –
-2,692
SHPH icon
8927
Shuttle Pharmaceuticals
SHPH
$3.89M
– –
-1,311
SIJ icon
8928
ProShares UltraShort Industrials
SIJ
$1.28M
– –
-59
SILO icon
8929
Silo Pharma
SILO
$7.46M
– –
-20,085
SINT icon
8930
SiNtx Technologies
SINT
$10.9M
– –
-1,584
SKRE icon
8931
Tuttle Capital Daily 2X Inverse Regional Banks ETF
SKRE
$4.2M
– –
-26
SLND.WS icon
8932
Southland Holdings Warrants
SLND.WS
$14.1M
– –
-2,670
SMOT icon
8933
VanEck Morningstar SMID Moat ETF
SMOT
$419M
– –
-2,119
SMTH icon
8934
ALPS Smith Core Plus Bond ETF
SMTH
$2.08B
– –
-132
SMX icon
8935
SMX (Security Matters)
SMX
$15.3M
– –
-21
SNPG icon
8936
Xtrackers S&P 500 Growth ESG ETF
SNPG
$18M
– –
-96
SONDW icon
8937
Sonder Holdings Inc Warrants
SONDW
$193K
– –
-400
SOUNW icon
8938
SoundHound AI Warrant
SOUNW
$3.55B
– –
-598
SPBC icon
8939
Simplify US Equity PLUS GBTC ETF
SPBC
$77.6M
– –
-4,342
SPDV icon
8940
AAM S&P 500 High Dividend Value ETF
SPDV
$73.5M
– –
-1,366
SPMB icon
8941
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.45B
– –
-25,630
SPPP
8942
Sprott Physical Platinum and Palladium Trust
SPPP
$462M
– –
-110
SPRC icon
8943
SciSparc
SPRC
$6.2M
– –
-2,549
SPVM icon
8944
Invesco S&P 500 Value with Momentum ETF
SPVM
$66M
– –
-1
SRHR icon
8945
SRH REIT Covered Call ETF
SRHR
$49.5M
– –
-26
VSDA icon
8946
VictoryShares Dividend Accelerator ETF
VSDA
$238M
– –
-2,702
VSMV icon
8947
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$125M
– –
-2,831
WABF icon
8948
Western Asset Bond ETF
WABF
$16.7M
– –
-105
WAFU icon
8949
Wah Fu Education Group
WAFU
$8.29M
– –
-3,893
WALDW icon
8950
Waldencast PLC Warrant
WALDW
$4.82M
– –
-56
356 357
358
359 360