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
LEXX icon
9276
Lexaria Bioscience
LEXX
$18.9M
– –
-116
LGHT icon
9277
Langar Global HealthTech ETF
LGHT
$3.92M
– –
-212
LGMK
9278
DELISTED
LogicMark
LGMK
– –
-14,112
LIVE icon
9279
Live Ventures
LIVE
$52M
– –
-1,416
LNZAW icon
9280
LanzaTech Global Warrant
LNZAW
$3.8M
– –
-2,629
LOUP icon
9281
Innovator Deepwater Frontier Tech ETF
LOUP
$132M
– –
-377
LQDI icon
9282
iShares Inflation Hedged Corporate Bond ETF
LQDI
$96.9M
– –
-48
LQIG icon
9283
SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
LQIG
$24.4M
– –
-131
LVWR.WS icon
9284
LiveWire Group Warrants
LVWR.WS
$18.1M
– –
-2,675
LXP.PRC icon
9285
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$91.9M
– –
-428
MARB icon
9286
First Trust Merger Arbitrage ETF
MARB
$34.5M
– –
-4,698
MARW icon
9287
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
$73.2M
– –
-2,138
MART icon
9288
AllianzIM U.S. Large Cap Buffer10 Mar ETF
MART
$28.2M
– –
-496
MARZ icon
9289
TrueShares Structured Outcome March ETF
MARZ
$16M
– –
-104
MBCC icon
9290
Monarch Blue Chips Core Index ETF
MBCC
$144M
– –
-26
MBRX icon
9291
Moleculin Biotech
MBRX
$25M
– –
-8,939
MGMT icon
9292
Ballast Small/Mid Cap ETF
MGMT
$159M
– –
-937
MGOV icon
9293
First Trust Intermediate Government Opportunities ETF
MGOV
$79.6M
– –
-124
MGRM
9294
DELISTED
Monogram Orthopaedics
MGRM
– –
-4,521
MGYR icon
9295
Magyar Bancorp
MGYR
$109M
– –
-21
MIG icon
9296
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$12M
– –
-10
MNDO icon
9297
Mind CTI
MNDO
$23.2M
– –
-7,029
MNSB icon
9298
MainStreet Bancshares
MNSB
$145M
– –
-1,828
NDIA icon
9299
Global X India Active ETF
NDIA
$50.5M
– –
-116
NDVG icon
9300
Nuveen Dividend Growth ETF
NDVG
$13.2M
– –
-2
370 371
372
373 374