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
MNTX
9076
DELISTED
Manitex International, Inc.
MNTX
– –
-29,547
GEAR
9077
DELISTED
Revelyst, Inc.
GEAR
– –
-17,804
FM
9078
DELISTED
iShares Frontier and Select EM ETF
FM
– –
-16,580
WTMAR
9079
DELISTED
Welsbach Technology Metals Acquisition Corp. one right to receive 1/10th of a share of common stock
WTMAR
– –
-600
WTMA
9080
DELISTED
Welsbach Technology Metals Acquisition Corp. Common Stock
WTMA
– –
-3
HJAN
9081
DELISTED
Innovator Premium Income 9 Buffer ETF - January
HJAN
– –
-106
XDJA
9082
DELISTED
Innovator U.S. Equity Accelerated ETF - January
XDJA
– –
-799
AILE
9083
DELISTED
iLearningEngines, Inc. Common Stock
AILE
– –
-679,089
AILEW
9084
DELISTED
iLearningEngines, Inc. Warrant
AILEW
– –
-16,300
HUDA
9085
DELISTED
Hudson Acquisition I Corp. Common Stock
HUDA
– –
-604
AKTX
9086
Akari Therapeutics
AKTX
$26.1M
– –
-194
ALTY icon
9087
Global X Alternative Income ETF
ALTY
$36.9M
– –
-26
AVNV icon
9088
Avantis All International Markets Value ETF
AVNV
$21.5M
– –
-64
AVSC icon
9089
Avantis US Small Cap Equity ETF
AVSC
$1.89B
– –
-84
AVSF icon
9090
Avantis Short-Term Fixed Income ETF
AVSF
$676M
– –
-827
AWX icon
9091
Avalon Holdings
AWX
$10.9M
– –
-1,056
SBLX
9092
StableX Technologies
SBLX
$6.97M
– –
-1,023
BAMD icon
9093
Brookstone Dividend Stock ETF
BAMD
$98.9M
– –
-312
BBAG icon
9094
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.3B
– –
-23
BBBI icon
9095
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
$52.5M
– –
-103
BZFDW icon
9096
BuzzFeed Inc Warrant
BZFDW
– –
-18,324
CA icon
9097
Xtrackers California Municipal Bonds ETF
CA
$21.3M
– –
-214
CARV icon
9098
Carver Bancorp
CARV
$14.5M
– –
-2
CBON icon
9099
VanEck China Bond ETF
CBON
$17.9M
– –
-1,094
CCGWW
9100
Cheche Group Inc Warrant
CCGWW
$615K
– –
-99
362 363
364
365 366