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 |
Tesla
TSLA
|
+$448M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$344M |
| 3 |
Exxon Mobil
XOM
|
+$302M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$234M |
| 5 |
TSMC
TSM
|
+$231M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$924M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$837M |
| 3 |
UBS Group
UBS
|
+$706M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
+$462M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$388M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.21% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MOMO
2551
Hello Group
MOMO
$1.22B
| $2.31M | ﹤0.01% |
398,956
-289,952
| -42% | -$1.68M |
|
2552
Gabelli Equity Trust
GAB
$1.88B
| $2.3M | ﹤0.01% |
332,367
-2,597
| -0.8% | -$18K |
|
2553
Revolution Medicines
RVMD
$8.36B
| $2.3M | ﹤0.01% |
90,149
-24,271
| -21% | -$619K |
|
2554
TechnipFMC
FTI
$16B
| $2.3M | ﹤0.01% |
296,388
+170,331
| +135% | +$1.32M |
|
2555
iShares Global Comm Services ETF
IXP
$702M
| $2.3M | ﹤0.01% |
31,046
-2,198
| -7% | -$162K |
|
2556
Full Truck Alliance
YMM
$14.2B
| $2.29M | ﹤0.01% |
343,000
+339,648
| +10,133% | +$2.27M |
|
2557
Telkom Indonesia
TLK
$19.7B
| $2.28M | ﹤0.01% |
71,183
-552
| -0.8% | -$17.6K |
|
2558
Schrodinger
SDGR
$1.41B
| $2.27M | ﹤0.01% |
66,391
+1,653
| +3% | +$56.4K |
|
2559
Sumitomo Mitsui Financial
SMFG
$106B
| $2.27M | ﹤0.01% |
361,465
+36,589
| +11% | +$229K |
|
2560
ManpowerGroup
MAN
$1.77B
| $2.26M | ﹤0.01% |
24,089
-39,133
| -62% | -$3.68M |
|
|
VSTO
2561
DELISTED
Vista Outdoor Inc.
VSTO
| $2.26M | ﹤0.01% |
63,374
-16,471
| -21% | -$588K |
|
2562
Arrow Electronics
ARW
$6.54B
| $2.26M | ﹤0.01% |
19,055
-21,881
| -53% | -$2.6M |
|
2563
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$406M
| $2.26M | ﹤0.01% |
39,621
-1,472
| -4% | -$83.9K |
|
2564
ABM Industries
ABM
$2.74B
| $2.26M | ﹤0.01% |
48,984
-10,025
| -17% | -$462K |
|
2565
Fresenius Medical Care
FMS
$14.9B
| $2.25M | ﹤0.01% |
66,932
-3,219
| -5% | -$108K |
|
|
KC
2566
Kingsoft Cloud Holdings
KC
$4.39B
| $2.25M | ﹤0.01% |
371,120
+3,598
| +1% | +$21.9K |
|
2567
Gulfport Energy Corp
GPOR
$3.09B
| $2.25M | ﹤0.01% |
25,083
-12,216
| -33% | -$1.1M |
|
|
MBT
2568
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $2.25M | ﹤0.01% |
409,516
-121,920
| -23% | -$670K |
|
2569
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$521M
| $2.25M | ﹤0.01% |
88,143
-117,348
| -57% | -$2.99M |
|
|
NUO
2570
DELISTED
Nuveen Ohio Quality Municipal Income Fund
NUO
| $2.25M | ﹤0.01% |
161,870
-5,319
| -3% | -$73.8K |
|
2571
Fidelity MSCI Energy Index ETF
FENY
$1.44B
| $2.24M | ﹤0.01% |
106,970
+16,615
| +18% | +$348K |
|
2572
iShares MSCI Philippines ETF
EPHE
$105M
| $2.24M | ﹤0.01% |
72,007
+6,184
| +9% | +$192K |
|
2573
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$564M
| $2.24M | ﹤0.01% |
88,016
+42,022
| +91% | +$1.07M |
|
|
DEA
2574
Easterly Government Properties
DEA
$1.06B
| $2.23M | ﹤0.01% |
42,243
+3,472
| +9% | +$183K |
|
|
SCPL
2575
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $2.23M | ﹤0.01% |
172,590
+188
| +0.1% | +$2.43K |
|