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
IMFL icon
9451
Invesco International Developed Dynamic Multifactor ETF
IMFL
$588M
– –
-22,345
IMOM icon
9452
Alpha Architect International Quantitative Momentum ETF
IMOM
$114M
– –
-2,408
IMTXW
9453
DELISTED
Immatics N.V. Warrants
IMTXW
$0 ﹤0.01%
312
-2,385
INDP icon
9454
Indaptus Therapeutics
INDP
$4.29M
– –
-3
INTG icon
9455
InterGroup Corp
INTG
$61.9M
– –
-9
INVZW icon
9456
Innoviz Technologies Warrant
INVZW
$2.01M
– –
-210
IPDP
9457
DELISTED
Dividend Performers ETF
IPDP
– –
-29
IRIX icon
9458
IRIDEX
IRIX
$18M
– –
-1,502
IRTR icon
9459
iShares LifePath Retirement ETF
IRTR
$28.3M
– –
-5
ISVL icon
9460
iShares International Developed Small Cap Value Factor ETF
ISVL
$49.6M
– –
-672
ITAN icon
9461
Sparkline Intangible Value ETF
ITAN
$53.8M
– –
-1,301
ITDC icon
9462
iShares LifePath Target Date 2035 ETF
ITDC
$56.6M
– –
-1,334
ITEQ icon
9463
Amplify BlueStar Israel Technology ETF
ITEQ
$102M
– –
-258
IVCA
9464
DELISTED
Investcorp India Acquisition Corp
IVCA
– –
-361
IVCAW
9465
DELISTED
Investcorp AI Acquisition Corp. Warrant
IVCAW
– –
-3,638
IVVB icon
9466
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$114M
– –
-22
JANH icon
9467
Innovator Premium Income 20 Barrier ETF January
JANH
$12.4M
– –
-11
JBND icon
9468
JPMorgan Active Bond ETF
JBND
$3.24B
– –
-54
JCPB icon
9469
JPMorgan Core Plus Bond ETF
JCPB
$7.87B
– –
-178
JEMA icon
9470
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.3B
– –
-1,478
JETU icon
9471
MAX Airlines 3x Leveraged ETN
JETU
$3.62M
– –
-54
JIG icon
9472
JPMorgan International Growth ETF
JIG
$153M
– –
-7,684
JPIB icon
9473
JPMorgan International Bond Opportunities ETF
JPIB
$1.18B
– –
-9
JPMB icon
9474
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48.4M
– –
-42
JSPRW icon
9475
Japer Therapeutics Warrants
JSPRW
$1.5M
– –
-1,304
377 378
379
380 381