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
AXDX
9526
DELISTED
Accelerate Diagnostics
AXDX
– –
-20
AZ icon
9527
A2Z Smart Technologies
AZ
$287M
– –
-12,312
AZUL
9528
DELISTED
Azul
AZUL
– –
-1,140,008
BAYAR
9529
Bayview Acquisition Corp Right
BAYAR
– –
-12,908
BBIB icon
9530
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF
BBIB
$23M
– –
-88
BBP icon
9531
Virtus LifeSci Biotech Products ETF
BBP
$29.1M
– –
-488
BBSC icon
9532
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$598M
– –
-179
BCHP icon
9533
Principal Focused Blue Chip ETF
BCHP
$158M
– –
-267
BFEB icon
9534
Innovator US Equity Buffer ETF February
BFEB
$196M
– –
-239
BFIX icon
9535
Build Bond Innovation ETF
BFIX
$10.8M
– –
-1,497
BFRIW icon
9536
Biofrontera
BFRIW
$149K
– –
-891
BGIG icon
9537
Bahl & Gaynor Income Growth ETF
BGIG
$317M
– –
-40
BIBL icon
9538
Inspire 100 ETF
BIBL
$335M
– –
-9,463
BITQ icon
9539
Bitwise Crypto Industry Innovators ETF
BITQ
$557M
– –
-2,155
BJUN icon
9540
Innovator US Equity Buffer ETF June
BJUN
$178M
– –
-3,012
BKUI icon
9541
BNY Mellon Ultra Short Income ETF
BKUI
$224M
– –
-7,904
BLDG icon
9542
Cambria Global Real Estate ETF
BLDG
$46.5M
– –
-1,704
BLRX
9543
BioLineRX
BLRX
$16.4M
– –
-71
BLUE
9544
DELISTED
bluebird bio
BLUE
– –
-51,804
BMAY icon
9545
Innovator US Equity Buffer ETF May
BMAY
$155M
– –
-1,609
BOF icon
9546
BranchOut Food
BOF
$24.6M
– –
-1,036
BOTJ icon
9547
Bank Of The James
BOTJ
$71.8M
– –
-3,037
BOWNR icon
9548
Bowen Acquisition Corp Rights
BOWNR
– –
-2,996
BOXX icon
9549
Alpha Architect 1-3 Month Box ETF
BOXX
$8.11B
– –
-8,227
BPAY icon
9550
BlackRock Future Financial and Technology ETF
BPAY
$11.4M
– –
-27
380 381
382
383 384