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 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2626
Nuveen Credit Strategies Income Fund
JQC
$743M
| $1.95M | ﹤0.01% |
381,131
+293,974
| +337% | +$1.5M |
|
|
TSVT
2627
DELISTED
2seventy bio
TSVT
| $1.95M | ﹤0.01% |
190,776
+97,928
| +105% | +$999K |
|
2628
Inspire Small/Mid Cap Impact ETF
ISMD
$221M
| $1.94M | ﹤0.01% |
62,580
+643
| +1% | +$20K |
|
2629
Tompkins Financial
TMP
$992M
| $1.93M | ﹤0.01% |
29,173
+5,102
| +21% | +$338K |
|
2630
Kemper
KMPR
$3.3B
| $1.93M | ﹤0.01% |
35,331
+8,656
| +32% | +$473K |
|
2631
Dayforce
DAY
$10.9B
| $1.93M | ﹤0.01% |
26,370
+24,266
| +1,153% | +$1.78M |
|
2632
Herc Holdings
HRI
$4.29B
| $1.93M | ﹤0.01% |
16,939
+4,692
| +38% | +$534K |
|
2633
Omnicell
OMCL
$1.48B
| $1.92M | ﹤0.01% |
32,795
-43,218
| -57% | -$2.54M |
|
2634
Kenon Holdings
KEN
$2.28B
| $1.92M | ﹤0.01% |
65,407
-36,028
| -36% | -$1.06M |
|
2635
BlackRock Municipal Income Trust II
BLE
$497M
| $1.92M | ﹤0.01% |
179,160
-17,118
| -9% | -$184K |
|
2636
Liberty Energy
LBRT
$1.77B
| $1.92M | ﹤0.01% |
150,027
+35,946
| +32% | +$460K |
|
2637
Allegro MicroSystems
ALGM
$5.53B
| $1.92M | ﹤0.01% |
40,015
+541
| +1% | +$26K |
|
2638
Prestige Consumer Healthcare
PBH
$3.11B
| $1.92M | ﹤0.01% |
30,628
+7,667
| +33% | +$480K |
|
2639
Fiverr
FVRR
$858M
| $1.92M | ﹤0.01% |
54,841
-5,264
| -9% | -$184K |
|
|
AGD
2640
abrdn Global Dynamic Dividend Fund
AGD
$325M
| $1.91M | ﹤0.01% |
205,231
+26,101
| +15% | +$244K |
|
2641
Immunovant
IMVT
$2.67B
| $1.91M | ﹤0.01% |
123,036
-30,839
| -20% | -$478K |
|
2642
Invesco Building & Construction ETF
PKB
$297M
| $1.9M | ﹤0.01% |
41,468
+28,917
| +230% | +$1.33M |
|
2643
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$398M
| $1.9M | ﹤0.01% |
52,630
-1,623
| -3% | -$58.5K |
|
2644
Doximity
DOCS
$13.6B
| $1.9M | ﹤0.01% |
58,529
-13,737
| -19% | -$445K |
|
|
PLYM
2645
Plymouth Industrial REIT
PLYM
$980M
| $1.89M | ﹤0.01% |
90,180
-158,660
| -64% | -$3.33M |
|
|
IGA
2646
Voya Global Advantage and Premium Opportunity Fund
IGA
$152M
| $1.89M | ﹤0.01% |
221,823
-626
| -0.3% | -$5.35K |
|
|
ARR
2647
Armour Residential REIT
ARR
$1.67B
| $1.89M | ﹤0.01% |
72,101
+4,486
| +7% | +$118K |
|
2648
Avanos Medical
AVNS
$569M
| $1.89M | ﹤0.01% |
63,562
+40,560
| +176% | +$1.21M |
|
|
PZC
2649
DELISTED
PIMCO California Municipal Income Fund III
PZC
| $1.89M | ﹤0.01% |
243,228
-86,716
| -26% | -$673K |
|
2650
Community Bank
CBU
$3.07B
| $1.88M | ﹤0.01% |
35,902
+10,467
| +41% | +$549K |
|