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
TFPN icon
9376
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
$127M
– –
-794
TFLR icon
9377
T. Rowe Price Floating Rate ETF
TFLR
$385M
– –
-42
TGLR icon
9378
Laffer|Tengler Equity Income ETF
TGLR
$18.1M
– –
-166
AACG
9379
ATA Creativity
AACG
$36.4M
– –
-7,940
AAME icon
9380
Atlantic American Corp
AAME
$60.4M
– –
-254
ABLV icon
9381
Able View Global
ABLV
$49.4M
– –
-7,643
ADME icon
9382
Aptus Behavioral Momentum ETF
ADME
$243M
– –
-3,881
ADNWW
9383
Advent Technologies Holdings Warrant
ADNWW
$9.76K
– –
-2,608
ADPV icon
9384
Adaptiv Select ETF
ADPV
$173M
– –
-105
AGRH icon
9385
iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
$5.22M
– –
-91
AHLT icon
9386
American Beacon AHL Trend ETF
AHLT
$54.2M
– –
-335
ALZN icon
9387
Alzamend Neuro
ALZN
$8.82M
– –
-91
AMBI.WS icon
9388
Ambipar Emergency Response Warrants
AMBI.WS
$964K
– –
-124
AMST icon
9389
Amesite
AMST
$15M
– –
-3,463
ANEW icon
9390
ProShares MSCI Transformational Changes ETF
ANEW
$7.74M
– –
-216
APCB icon
9391
ActivePassive Core Bond ETF
APCB
$893M
– –
-3,394
APCX
9392
DELISTED
AppTech Payments
APCX
– –
-3,197
APVO icon
9393
Aptevo Therapeutics
APVO
$21.7M
– –
-39
APWC icon
9394
Asia Pacific Wire & Cable
APWC
$39.8M
– –
-1,155
ARQQW icon
9395
Arqit Quantum Warrants
ARQQW
$10.1M
– –
-4,830
ASRV icon
9396
AmeriServ Financial
ASRV
$49.6M
– –
-5,751
ASTI icon
9397
Ascent Solar Technologies
ASTI
$7.47M
– –
-36
ASTLW icon
9398
Algoma Steel Group Warrant
ASTLW
$5.8M
– –
-1,584
ATMCR icon
9399
AlphaTime Acquisition Corp Right
ATMCR
– –
-4,415
ATMCW icon
9400
AlphaTime Acquisition Corp Warrant
ATMCW
$428K
– –
-800
374 375
376
377 378