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
JSTC icon
9476
Adasina Social Justice All Cap Global ETF
JSTC
$253M
– –
-2,320
JULH icon
9477
Innovator Premium Income 20 Barrier ETF July
JULH
$18.7M
– –
-207
JUNT icon
9478
AllianzIM U.S. Large Cap Buffer10 Jun ETF
JUNT
$23.9M
– –
-60
JUNW icon
9479
AllianzIM U.S. Large Cap Buffer20 Jun ETF
JUNW
$65.5M
– –
-4,818
JWN
9480
DELISTED
Nordstrom
JWN
– –
-1,852,145
JZ
9481
Jianzhi Education Technology Group
JZ
$4.45M
– –
-1,230
KALL
9482
DELISTED
KraneShares MSCI All China Index ETF
KALL
– –
-862
KUKE
9483
Kuke Music
KUKE
$57.6M
– –
-1,768
DFSC
9484
DEFSEC Technologies
DFSC
$5.84M
– –
-1,391
LANV.WS icon
9485
Lanvin Group Holdings Warrants
LANV.WS
$2.35M
– –
-3,000
LDEM icon
9486
iShares ESG MSCI EM Leaders ETF
LDEM
$32.5M
– –
-849
LDTC
9487
DELISTED
LeddarTech
LDTC
– –
-2,704
LEDS icon
9488
SemiLEDS
LEDS
$20M
– –
-841
LEGR icon
9489
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$117M
– –
-592
LFEQ icon
9490
VanEck Long/Flat Trend ETF
LFEQ
$27.9M
– –
-197
LGH icon
9491
HCM Defender 500 Index ETF
LGH
$566M
– –
-435
LGHL
9492
Lion Group Holding
LGHL
$5.17M
– –
-3,938
LGHLW
9493
DELISTED
Lion Group Holding Ltd. Warrant
LGHLW
– –
-2,400
LIQT icon
9494
LiqTech
LIQT
$26.1M
– –
-313
KDKRW
9495
Kodiak AI Warrants
KDKRW
– –
-2,675
AADR icon
9496
AdvisorShares Dorsey Wright ADR ETF
AADR
$45.1M
– –
-677
AAPD icon
9497
Direxion Daily AAPL Bear 1X Shares
AAPD
$22.2M
– –
-14,697
AAPX icon
9498
T-Rex 2X Long Apple Daily Target ETF
AAPX
$19.5M
– –
-109
ABEQ icon
9499
Absolute Select Value ETF
ABEQ
$115M
– –
-19
ABVC icon
9500
ABVC BioPharma
ABVC
$68.3M
– –
-29,003
378 379
380
381 382