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
QBER
9176
TrueShares Quarterly Bear Hedge ETF
QBER
$220M
– –
-113
TOYO
9177
TOYO Co
TOYO
$269M
– –
-1,095
QSIG
9178
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$44.3M
– –
-243
SDSTW
9179
Stardust Power Inc Warrant
SDSTW
$7.88M
– –
-2,544
FIAT
9180
YieldMax Short COIN Option Income Strategy ETF
FIAT
$39.3M
– –
-5
ICON
9181
Icon Energy
ICON
$3.93M
– –
-67
CATF
9182
American Century California Municipal Bond ETF
CATF
$55.2M
– –
-136
MADE
9183
iShares U.S. Manufacturing ETF
MADE
$25.4M
– –
-253
CNL
9184
Collective Mining Ltd
CNL
$1.07B
– –
-5,740
ETHW
9185
Bitwise Ethereum ETF
ETHW
$371M
– –
-2,640
QETH
9186
Invesco Galaxy Ethereum ETF
QETH
$34.7M
– –
-167
BLMZ
9187
Harrison Global Holdings
BLMZ
$2.74M
– –
-21,216
GIAX
9188
Nicholas Global Equity and Income ETF
GIAX
$70.3M
– –
-1,309
FLCG
9189
Federated Hermes MDT Large Cap Growth ETF
FLCG
$252M
– –
-202
ADGM
9190
Adagio Medical Holdings
ADGM
$21.2M
– –
-1,409
BABO
9191
YieldMax BABA Option Income Strategy ETF
BABO
$58M
– –
-85
JGRW
9192
Jensen Quality Growth ETF
JGRW
$72.1M
– –
-71
SCUS
9193
Schwab Ultra-Short Income ETF
SCUS
$121M
– –
-1,152
TSPY
9194
TappAlpha SPY Growth & Daily Income ETF
TSPY
$91.5M
– –
-4,951
RZLVW
9195
Rezolve AI Warrants
RZLVW
$10M
– –
-21,233
TOAK
9196
Twin Oak Short Horizon Absolute Return ETF
TOAK
$39.5M
– –
-130
KCAI
9197
KraneShares China Alpha Index ETF
KCAI
$11.3M
– –
-49
HYSD
9198
Columbia Short Duration High Yield ETF
HYSD
$103M
– –
-77
BSMY
9199
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$71.5M
– –
-136
SMCY
9200
YieldMax SMCI Option Income Strategy ETF
SMCY
$334M
– –
-174
366 367
368
369 370