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
$478B
AUM Growth
+$26.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,742
New
Increased
Reduced
Closed

Top Buys

1
+$766M
2
+$470M
3
+$467M
4
ACN icon
Accenture
ACN
+$413M
5
KVUE icon
Kenvue
KVUE
+$385M

Top Sells

1
+$1.56B
2
+$1.35B
3
+$1.06B
4
NVDA icon
NVIDIA
NVDA
+$827M
5
HPE icon
Hewlett Packard
HPE
+$721M

Sector Composition

1 Technology 22.13%
2 Financials 11.57%
3 Industrials 8.2%
4 Consumer Discretionary 8.18%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLRG icon
9401
Fidelity US Multifactor ETF
FLRG
$273M
– –
-7
FLRT icon
9402
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$560M
– –
-415
FLSW icon
9403
Franklin FTSE Switzerland ETF
FLSW
$58.9M
– –
-58
FLYU icon
9404
MicroSectors Travel 3x Leveraged ETN
FLYU
$8.38M
– –
-76
FMAY icon
9405
FT Vest US Equity Buffer ETF May
FMAY
$1.05B
– –
-5,197
FMDE icon
9406
Fidelity Enhanced Mid Cap ETF
FMDE
$3.5B
– –
-344
FMF icon
9407
First Trust Managed Futures Strategy Fund
FMF
$189M
– –
-25
FNGG icon
9408
Direxion Daily NYSE FANG+ Bull 2X Shares
FNGG
$127M
– –
-660
FNGO icon
9409
MicroSectors FANG+ Index 2X Leveraged ETNs due 8 Jan 2038
FNGO
$616M
– –
-5,664
FPA icon
9410
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
$22.5M
– –
-56
FPFD icon
9411
Fidelity Preferred Securities & Income ETF
FPFD
$68.3M
– –
-107
FQAL icon
9412
Fidelity Quality Factor ETF
FQAL
$1.11B
– –
-2,701
FRGT icon
9413
Freight Technologies
FRGT
$3.52M
– –
-2,196
FSI icon
9414
Flexible Solutions
FSI
$116M
– –
-700
GCMGW icon
9415
GCM Grosvenor Inc Warrant
GCMGW
$5.73M
– –
-2,699
GDE icon
9416
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$414M
– –
-247
GIPR icon
9417
Generation Income Properties
GIPR
$10.1M
– –
-163
GK icon
9418
AdvisorShares Gerber Kawasaki ETF
GK
$28M
– –
-280
GMAY icon
9419
FT Vest US Equity Moderate Buffer ETF May
GMAY
$307M
– –
-23,734
GNTA
9420
Genenta Science
GNTA
$61.3M
– –
-91
GOOP icon
9421
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
$9.86M
– –
-228
GOOY icon
9422
YieldMax GOOGL Option Income Strategy ETF
GOOY
$163M
– –
-7,199
GORO icon
9423
Gold Resource Corp
GORO
$173M
– –
-109,900
GRFX
9424
DELISTED
Graphex Group
GRFX
– –
-506
GROY.WS icon
9425
Gold Royalty Corp Warrants
GROY.WS
$302M
– –
-1,613
375 376
377
378 379