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
ACONW icon
9501
Aclarion Warrant
ACONW
$111K
– –
-1,095
ACSI icon
9502
American Customer Satisfaction ETF
ACSI
$103M
– –
-63
ADSEW icon
9503
ADS-TEC Energy Warrant
ADSEW
$11.1M
– –
-2,903
AERTW
9504
Aeries Technology Warrant
AERTW
$1.59M
– –
-2,643
AFMD
9505
DELISTED
Affimed
AFMD
– –
-40
AGNG icon
9506
Global X Aging Population ETF
AGNG
$66.4M
– –
-2,562
AHYB icon
9507
American Century Select High Yield ETF
AHYB
$51.3M
– –
-459
AIHS icon
9508
Senmiao Technology Ltd
AIHS
$2.31M
– –
-83
AKO.B icon
9509
Embotelladora Andina Series B
AKO.B
$3.76B
– –
-10,510
ALLK
9510
DELISTED
Allakos
ALLK
– –
-85,364
AMBI icon
9511
Ambipar Emergency Response
AMBI
$63.7M
– –
-3,795
AMDY icon
9512
YieldMax AMD Option Income Strategy ETF
AMDY
$278M
– –
-5,078
AMPX.WS icon
9513
Amprius Technologies Warrants
AMPX.WS
$747M
– –
-859
AMUB icon
9514
ETRACS Alerian MLP Index ETN Series B due July 18 2042
AMUB
$47M
– –
-100
APCXW
9515
DELISTED
AppTech Payments Corp Warrant
APCXW
– –
-2,080
APM icon
9516
Aptorum Group
APM
$11.2M
– –
-3,351
APRJ icon
9517
Innovator Premium Income 30 Barrier ETF April
APRJ
$35.2M
– –
-870
APRW icon
9518
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
$175M
– –
-6,678
ARCM icon
9519
Arrow Reserve Capital Management ETF
ARCM
$46.2M
– –
-45
ARKOW icon
9520
ARKO Corp Warrant
ARKOW
$924K
– –
-2,657
ARP icon
9521
PMV Adaptive Risk Parity ETF
ARP
$49.1M
– –
-1,142
AVAL icon
9522
Grupo Aval
AVAL
$4.42B
– –
-170,150
AVIE icon
9523
Avantis Inflation Focused Equity ETF
AVIE
$6.3M
– –
-1
AVLC icon
9524
Avantis US Large Cap Equity ETF
AVLC
$756M
– –
-20
AVMV icon
9525
Avantis US Mid Cap Value ETF
AVMV
$266M
– –
-321
379 380
381
382 383