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
GITS
9226
Global Interactive Technologies
GITS
$8.3M
– –
-2,574
ZBAI
9227
ATIF Holdings
ZBAI
$11.2M
– –
-277
NEUP
9228
Neuphoria Therapeutics
NEUP
$35.8M
– –
-2,978
SHYM
9229
iShares Short Duration High Yield Muni Active ETF
SHYM
$396M
– –
-1,739
CYCU
9230
Cycurion Inc
CYCU
$17M
– –
-623
CYCUW
9231
Cycurion Inc Warrant
CYCUW
$576K
– –
-28,228
OSRH
9232
OSR Holdings Inc
OSRH
$12.1M
– –
-5
FFAIW
9233
Faraday Future Intelligent Electric Warrant
FFAIW
$3.42M
– –
-17,078
RFL.WS
9234
Rafael Holdings Warrants
RFL.WS
$3.47M
$0 ﹤0.01%
+26,789
MPAY
9235
DELISTED
Akros Monthly Payout ETF
MPAY
– –
-25
EV
9236
DELISTED
Mast Global Battery Recycling & Production ETF
EV
– –
-20
DECA
9237
DELISTED
Denali Capital Acquisition Corp. Class A Ordinary Shares
DECA
– –
-2,247
SKGR
9238
DELISTED
SK Growth Opportunities Corporation Class A Common Stock
SKGR
– –
-146,184
KPOP
9239
DELISTED
JAKOTA K-Pop and Korean Entertainment ETF
KPOP
– –
-113
IVAC
9240
DELISTED
Intevac Inc
IVAC
– –
-11,700
CYTH
9241
DELISTED
Cyclo Therapeutics, Inc. Common Stock
CYTH
– –
-11,987
ALTR
9242
DELISTED
Altair Engineering Inc
ALTR
– –
-192,502
CYTHW
9243
DELISTED
Cyclo Therapeutics, Inc. Warrant
CYTHW
– –
-175
UTRN
9244
DELISTED
Vesper US Large Cap Short-Term Reversal Strategy ETF
UTRN
– –
-818
GDSTW
9245
DELISTED
Goldenstone Acquisition Limited Warrants
GDSTW
– –
-6,842
GDSTR
9246
DELISTED
Goldenstone Acquisition Limited Rights
GDSTR
– –
-16
BNIXR
9247
DELISTED
Bannix Acquisition Corp. Right
BNIXR
– –
-87
GLST
9248
DELISTED
Global Star Acquisition, Inc. Class A Common Stock
GLST
– –
-10,263
ALTM
9249
DELISTED
Arcadium Lithium plc
ALTM
– –
-15,327,189
HOVRW icon
9250
New Horizon Aircraft Ltd
HOVRW
$17.6M
– –
-4,070
368 369
370
371 372