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
ZDGE icon
8951
Zedge
ZDGE
$42.3M
– –
-17
ZECP icon
8952
Zacks Earnings Consistent Portfolio ETF
ZECP
$254M
– –
-1,265
CRMLW icon
8953
Critical Metals Corp Warrants
CRMLW
$85.9M
– –
-105
BCIL
8954
Bancreek International Large Cap ETF
BCIL
$34.3M
– –
-77
FDND icon
8955
FT Vest Dow Jones Internet & Target Income ETF
FDND
$9.5M
– –
-100
COOTW
8956
Australian Oilseeds Holdings Ltd Warrant
COOTW
$695K
– –
-93
NAKAW
8957
DELISTED
Kindly MD, Inc. Warrants
NAKAW
– –
-6,903
SMTK
8958
SmartKem
SMTK
$11.6M
– –
-5,048
GARP
8959
iShares MSCI USA Quality GARP ETF
GARP
$709M
– –
-50
INEQ
8960
Columbia International Equity Income ETF
INEQ
$48.9M
– –
-108
JNEU
8961
AllianzIM U.S. Equity Buffer15 Uncapped June ETF
JNEU
$23.1M
– –
-5
METU
8962
Direxion Daily META Bull 2X Shares
METU
$122M
– –
-9,413
METD
8963
Direxion Daily META Bear 1X Shares
METD
$7.05M
– –
-4,593
SNOY
8964
YieldMax SNOW Option Income Strategy ETF
SNOY
$87.4M
– –
-99
IBGK
8965
iShares iBonds Dec 2054 Term Treasury ETF
IBGK
$2.46M
– –
-8
SPMC
8966
Sound Point Meridian Capital
SPMC
– –
-2,308
CAFX
8967
Congress Intermediate Bond ETF
CAFX
$365M
– –
-1,832
PSQA
8968
Palmer Square CLO Senior Debt ETF
PSQA
$45.9M
– –
-118
MAGC
8969
Roundhill China Magnificent Seven ETF
MAGC
$27.5M
– –
-3,032
EDGF
8970
3EDGE Dynamic Fixed Income ETF
EDGF
$196M
– –
-128
TSMZ
8971
Direxion Daily TSM Bear 1X Shares
TSMZ
$2.84M
– –
-12,098
AZNH
8972
AstraZeneca
AZNH
$5.09M
– –
-107
AVL
8973
Direxion Daily AVGO Bull 2X Shares
AVL
$138M
– –
-8,370
MUU
8974
Direxion Daily MU Bull 2X Shares
MUU
$91.6M
– –
-4,405
NATO
8975
Themes Transatlantic Defense ETF
NATO
$53.4M
– –
-518
357 358
359
360 361