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
ELBM
9451
Electra Battery Materials
ELBM
$41.5M
– –
-22
ELUT icon
9452
Elutia
ELUT
$37.9M
– –
-3,831
ELVA
9453
Electrovaya
ELVA
$293M
– –
-3,865
EMXF icon
9454
iShares ESG Advanced MSCI EM ETF
EMXF
$114M
– –
-388
EPSN icon
9455
Epsilon Energy
EPSN
$106M
– –
-1,234
EPV icon
9456
ProShares UltraShort FTSE Europe
EPV
$15.3M
– –
-65
ESG icon
9457
FlexShares STOXX US ESG Select Index Fund
ESG
$131M
– –
-201
EUDG icon
9458
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$81.7M
– –
-104
EVHY icon
9459
Eaton Vance High Yield ETF
EVHY
$21.3M
– –
-120
EVOK icon
9460
Evoke Pharma
EVOK
$7.34M
– –
-1,258
FDIF icon
9461
Fidelity Disruptors ETF
FDIF
$99.6M
– –
-153
FDTX icon
9462
Fidelity Disruptive Technology ETF
FDTX
$196M
– –
-1,078
FEBT icon
9463
AllianzIM U.S. Large Cap Buffer10 Feb ETF
FEBT
$103M
– –
-410
FEBW icon
9464
AllianzIM U.S. Large Cap Buffer20 Feb ETF
FEBW
$106M
– –
-2,219
FENG
9465
Phoenix New Media
FENG
$27.7M
– –
-7,231
FFOG icon
9466
Franklin Focused Growth ETF
FFOG
$183M
– –
-361
FGDL icon
9467
Franklin Responsibly Sourced Gold ETF
FGDL
$397M
– –
-1,659
FIIG icon
9468
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$568M
– –
-3,720
FLGR icon
9469
Franklin FTSE Germany ETF
FLGR
$50.8M
– –
-216
FLIA icon
9470
Franklin International Aggregate Bond ETF
FLIA
$677M
– –
-51
FLNT
9471
Fluent
FLNT
$61.8M
– –
-189
FLOW icon
9472
Global X US Cash Flow Kings 100 ETF
FLOW
$23.9M
– –
-275
FLQS icon
9473
Franklin US Small Cap Multifactor Index ETF
FLQS
$69.4M
– –
-619
FLSP icon
9474
Franklin Systematic Style Premia ETF
FLSP
$387M
– –
-248
FMAR icon
9475
FT Vest US Equity Buffer ETF March
FMAR
$891M
– –
-183
377 378
379
380 381