UBS Group Portfolio holdings
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.
Top Buys
| 1 |
Alibaba
BABA
|
+$2.55B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$459M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$316M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$293M |
| 5 |
GSK
GSK
|
+$251M |
Top Sells
| 1 |
Stellantis
STLA
|
+$991M |
| 2 |
Microsoft
MSFT
|
+$408M |
| 3 |
Apple
AAPL
|
+$315M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$296M |
| 5 |
Intel
INTC
|
+$283M |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Consumer Discretionary | 9.1% |
| 3 | Financials | 8.49% |
| 4 | Healthcare | 7.86% |
| 5 | Industrials | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2501
abrdn Physical Palladium Shares ETF
PALL
$541M
| $2.68M | ﹤0.01% |
10,951
+2,392
| +28% | +$586K |
|
|
BWG
2502
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$150M
| $2.68M | ﹤0.01% |
222,207
+86,409
| +64% | +$1.04M |
|
2503
Sociedad Química y Minera de Chile
SQM
$12.4B
| $2.67M | ﹤0.01% |
50,265
-3,377
| -6% | -$179K |
|
2504
Winnebago Industries
WGO
$925M
| $2.67M | ﹤0.01% |
34,739
-27,447
| -44% | -$2.11M |
|
2505
Wolverine World Wide
WWW
$2.49B
| $2.66M | ﹤0.01% |
69,495
-22,264
| -24% | -$853K |
|
2506
Clearway Energy Class C
CWEN
$3.29B
| $2.66M | ﹤0.01% |
94,470
+10,463
| +12% | +$294K |
|
2507
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.1B
| $2.66M | ﹤0.01% |
96,055
+2,252
| +2% | +$62.3K |
|
2508
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$865M
| $2.66M | ﹤0.01% |
24,056
-5,122
| -18% | -$566K |
|
2509
Grand Canyon Education
LOPE
$5.87B
| $2.66M | ﹤0.01% |
24,810
+8,190
| +49% | +$877K |
|
2510
Corsair Gaming
CRSR
$902M
| $2.66M | ﹤0.01% |
79,771
-16,009
| -17% | -$533K |
|
2511
Coupang
CPNG
$61.1B
| $2.66M | ﹤0.01% |
+53,811
| New | +$2.66M |
|
|
AY
2512
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $2.66M | ﹤0.01% |
72,466
+351
| +0.5% | +$12.9K |
|
|
ILPT
2513
Industrial Logistics Properties Trust
ILPT
$423M
| $2.65M | ﹤0.01% |
114,690
+15,329
| +15% | +$354K |
|
|
GDO
2514
Western Asset Global Corporate Defined Opportunity Fund
GDO
$90.6M
| $2.65M | ﹤0.01% |
150,421
-5,235
| -3% | -$92.2K |
|
2515
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$104M
| $2.64M | ﹤0.01% |
41,166
-3,896
| -9% | -$250K |
|
2516
ONE Gas
OGS
$4.52B
| $2.63M | ﹤0.01% |
34,236
+2,594
| +8% | +$199K |
|
2517
Mercury Insurance
MCY
$4.3B
| $2.63M | ﹤0.01% |
43,309
-12,801
| -23% | -$778K |
|
2518
iShares MSCI Sweden ETF
EWD
$318M
| $2.63M | ﹤0.01% |
59,039
-47,463
| -45% | -$2.12M |
|
2519
Mueller Industries
MLI
$10.9B
| $2.63M | ﹤0.01% |
127,206
+15,302
| +14% | +$316K |
|
2520
VanEck Green Bond ETF
GRNB
$145M
| $2.63M | ﹤0.01% |
97,003
+18,609
| +24% | +$504K |
|
2521
POSCO
PKX
$15.6B
| $2.63M | ﹤0.01% |
36,400
+1,862
| +5% | +$134K |
|
|
WBK
2522
DELISTED
Westpac Banking Corporation
WBK
| $2.62M | ﹤0.01% |
141,334
+5,942
| +4% | +$110K |
|
2523
BlackRock Energy and Resources Trust
BGR
$340M
| $2.62M | ﹤0.01% |
295,160
+39,466
| +15% | +$350K |
|
2524
Papa John's
PZZA
$1.51B
| $2.62M | ﹤0.01% |
29,539
-19,495
| -40% | -$1.73M |
|
2525
Greif
GEF
$3.49B
| $2.62M | ﹤0.01% |
45,935
+664
| +1% | +$37.8K |
|