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
HSCSW icon
9251
HeartSciences Inc Warrant
HSCSW
$123K
– –
-1,500
HSDT icon
9252
Solana Company
HSDT
$415M
– –
-39
HSMV icon
9253
First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
$26.7M
– –
-295
HWH icon
9254
HWH International
HWH
$16.7M
– –
-774
HYDW icon
9255
Xtrackers Low Beta High Yield Bond ETF
HYDW
$151M
– –
-1,229
HYGW icon
9256
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$230M
– –
-131
IBD icon
9257
Inspire Corporate Bond ETF
IBD
$420M
– –
-226
IBII icon
9258
iShares iBonds Oct 2032 Term TIPS ETF
IBII
$22.2M
– –
-264
ICLO icon
9259
Invesco AAA CLO Floating Rate Note ETF
ICLO
$368M
– –
-5,363
ICU icon
9260
SeaStar Medical
ICU
$20M
– –
-145
IDHQ icon
9261
Invesco S&P International Developed Quality ETF
IDHQ
$530M
– –
-2,176
IDMO icon
9262
Invesco S&P International Developed Momentum ETF
IDMO
$1.8B
– –
-21,798
IETC icon
9263
iShares US Tech Independence Focused ETF
IETC
$923M
– –
-86
IWTR
9264
DELISTED
iShares MSCI Water Management Multisector ETF
IWTR
– –
-2
JHDV icon
9265
John Hancock US High Dividend ETF
JHDV
$8.71M
– –
-87
JHEM icon
9266
John Hancock Multifactor Emerging Markets ETF
JHEM
$664M
– –
-1,862
JHMB icon
9267
John Hancock Mortgage-Backed Securities ETF
JHMB
$161M
– –
-200
JHMU icon
9268
John Hancock Dynamic Municipal Bond ETF
JHMU
$30.1M
– –
-525
JIRE icon
9269
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.65B
– –
-86
JMM icon
9270
Nuveen Multi-Market Income Fund
JMM
$59.5M
– –
-2,174
KWT icon
9271
iShares MSCI Kuwait ETF
KWT
$85.7M
– –
-61
KXIN icon
9272
Kaixin Holdings
KXIN
$18.9M
– –
-17,676
LABD icon
9273
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$465M
– –
-70
LCFY icon
9274
Locafy
LCFY
$7.53M
– –
-2
LDSF icon
9275
First Trust Low Duration Strategic Focus ETF
LDSF
$131M
– –
-1,652
369 370
371
372 373