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
DMCY icon
9601
Democracy International Fund
DMCY
$11.1M
– –
-1,028
DMF
9602
DELISTED
BNY Mellon Municipal Income
DMF
– –
-92,084
DOCT icon
9603
FT Vest US Equity Deep Buffer ETF October
DOCT
$305M
– –
-4,756
DRSK icon
9604
Aptus Defined Risk ETF
DRSK
$1.4B
– –
-281
DUG icon
9605
ProShares UltraShort Energy
DUG
$11M
– –
-383
DVND icon
9606
Touchstone Dividend Select ETF
DVND
$37.4M
– –
-184
DXD icon
9607
ProShares UltraShort Dow 30
DXD
$51.2M
– –
-2,867
DXR icon
9608
Daxor
DXR
$63.3M
– –
-326
DYLG icon
9609
Global X Dow 30 Covered Call & Growth ETF
DYLG
$4.07M
– –
-57
DYNI
9610
DELISTED
IDX Dynamic Innovation ETF
DYNI
– –
-4,875
DZZ icon
9611
DB Gold Double Short ETN due Feb 15 2038
DZZ
$2.7M
– –
-248
EALT icon
9612
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$135M
– –
-4,496
EAPR icon
9613
Innovator Emerging Markets Power Buffer ETF April
EAPR
$80.2M
– –
-1,634
EATZ icon
9614
AdvisorShares Restaurant ETF
EATZ
$3.32M
– –
-44
ECOW icon
9615
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$113M
– –
-290
EDBL
9616
Edible Garden
EDBL
$6.26M
– –
-238
EDC icon
9617
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$103M
– –
-2
EDZ icon
9618
Direxion Daily Emerging Markets Bear 3x Shares
EDZ
$122M
– –
-3,555
EEV icon
9619
ProShares Trust UltraShort MSCI Emerging Markets
EEV
$3.29M
– –
-102
EGUS icon
9620
iShares ESG Aware MSCI USA Growth ETF
EGUS
$22.7M
– –
-511
EJUL icon
9621
Innovator Emerging Markets Power Buffer ETF July
EJUL
$151M
– –
-776
EKG icon
9622
First Trust Nasdaq Lux Digital Health Solutions ETF
EKG
$2.63M
– –
-793
ELWS
9623
Earlyworks
ELWS
$11.1M
– –
-1,826
381 382 383 384
385