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
GRRRW
9426
Gorilla Technology Group Warrant
GRRRW
$7.88M
– –
-14,086
GSEE icon
9427
Goldman Sachs MarketBeta Emerging Markets Equity ETF
GSEE
$130M
– –
-172
GSIG icon
9428
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$14.4M
– –
-81
GTIM icon
9429
Good Times Restaurants
GTIM
$15.7M
– –
-1,573
GVAL icon
9430
Cambria Global Value ETF
GVAL
$329M
– –
-3,138
GVH icon
9431
Globavend
GVH
$8.78M
– –
-153
HART
9432
DELISTED
IQ Healthy Hearts ETF
HART
– –
-648
HCOM
9433
DELISTED
Hartford Schroders Commodity Strategy ETF
HCOM
– –
-3,049
HEES
9434
DELISTED
H&E Equipment Services
HEES
– –
-958,347
HEPA
9435
DELISTED
Hepion Pharmaceuticals
HEPA
– –
-1
HIDE icon
9436
Alpha Architect High Inflation and Deflation ETF
HIDE
$61.4M
– –
-849
HISF icon
9437
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$52.2M
– –
-163
HIYS icon
9438
Invesco High Yield Select ETF
HIYS
$7.99M
– –
-1,276
HKND icon
9439
Humankind US Stock ETF
HKND
$164M
– –
-1
HNDL icon
9440
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$681M
– –
-36
HOFV
9441
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
– –
-12,226
HOFVW
9442
DELISTED
Hall of Fame Resort & Entertainment Company Warrant
HOFVW
– –
-1,823
HOVR icon
9443
New Horizon Aircraft
HOVR
$148M
– –
-21,306
HSCS icon
9444
Heart Test Laboratories
HSCS
$10.8M
– –
-2,625
HTAB icon
9445
Hartford Schroders Tax-Aware Bond ETF
HTAB
$353M
– –
-1,637
HTOOW icon
9446
Fusion Fuel Green PLC Warrant
HTOOW
$177K
– –
-768
HUBCW icon
9447
Hub Cyber Security Warrant 2/27/28
HUBCW
$709K
– –
-407
HYMCW
9448
DELISTED
Hycroft Mining Holding Corporation Warrant
HYMCW
– –
-451
IDX icon
9449
VanEck Indonesia Index ETF
IDX
$36.9M
– –
-1,100
ILDR icon
9450
First Trust Innovation Leaders ETF
ILDR
$159M
– –
-80
376 377
378
379 380