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
BRAZ icon
9551
Global X Brazil Active ETF
BRAZ
$6.75M
– –
-85
BRF icon
9552
VanEck Brazil Small-Cap ETF
BRF
$20.9M
– –
-1,584
BRN icon
9553
Barnwell Industries
BRN
$12.9M
– –
-37,319
BROG
9554
DELISTED
Brooge Energy
BROG
– –
-27,914
BSJV icon
9555
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$45.4M
– –
-200
BTBDW icon
9556
BT Brands Warrant
BTBDW
$448K
– –
-500
BUCK icon
9557
Simplify Stable Income ETF
BUCK
$353M
– –
-20
BUFB icon
9558
Innovator Laddered Allocation Buffer ETF
BUFB
$224M
– –
-2,693
BUFT icon
9559
FT Vest Buffered Allocation Defensive ETF
BUFT
$128M
– –
-4,017
CDROW icon
9560
Codere Online Luxembourg Warrants
CDROW
$5.6M
– –
-11,384
CDTTW
9561
CDT Equity Inc Warrant
CDTTW
– –
-3,712
CEFA icon
9562
Global X S&P Catholic Values Developed ex-US ETF
CEFA
$23.6M
– –
-279
CGV icon
9563
Conductor Global Equity Value ETF
CGV
$122M
– –
-5,854
CIFRW icon
9564
Cipher Mining Warrant
CIFRW
$4.15B
– –
-3,434
CINGW icon
9565
Cingulate Inc Warrants
CINGW
$153K
– –
-450
CKPT
9566
DELISTED
Checkpoint Therapeutics
CKPT
– –
-64,920
CLBR.WS
9567
DELISTED
Colombier Acquisition Corp. II Warrants, each whole warrant exercisable for one Class A Ordinary Share at an exercise price of $11.50 per share
CLBR.WS
– –
-2,687
CLEU
9568
DELISTED
China Liberal Education Holdings
CLEU
– –
-41,992
CLGN icon
9569
CollPlant Biotechnologies
CLGN
$30.5M
– –
-24,074
CLIX icon
9570
ProShares Long Online/Short Stores ETF
CLIX
$7.8M
– –
-51
CLOI icon
9571
VanEck CLO ETF
CLOI
$1.22B
– –
-11,325
CNCR
9572
DELISTED
ETF Series Solutions Trust Range Cancer Therapeutics ETF
CNCR
– –
-3,147
CNEY icon
9573
CN Energy Group
CNEY
$11.8M
– –
-51
COPJ icon
9574
Sprott Junior Copper Miners ETF
COPJ
$29.2M
– –
-1,245
COWS icon
9575
Amplify Cash Flow Dividend Leaders ETF
COWS
$26.4M
– –
-2,736
381 382
383
384 385