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 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.9B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$541M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$511M |
| 4 |
American International
AIG
|
+$420M |
| 5 |
UBS Group
UBS
|
+$286M |
Top Sells
Sector Composition
| 1 | Financials | 10.17% |
| 2 | Energy | 8.73% |
| 3 | Healthcare | 8.27% |
| 4 | Technology | 7.59% |
| 5 | Industrials | 6.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2676
iShares MSCI Poland ETF
EPOL
$451M
| $1.18M | ﹤0.01% |
51,674
+20,088
| +64% | +$459K |
|
|
GHL
2677
DELISTED
Greenhill & Co., Inc.
GHL
| $1.18M | ﹤0.01% |
28,546
-1,515
| -5% | -$62.6K |
|
2678
Moelis & Co
MC
$5.6B
| $1.18M | ﹤0.01% |
41,052
-5,253
| -11% | -$151K |
|
2679
Frontline
FRO
$5.31B
| $1.18M | ﹤0.01% |
96,581
-4,984
| -5% | -$60.8K |
|
|
DO
2680
DELISTED
Diamond Offshore Drilling
DO
| $1.17M | ﹤0.01% |
45,504
-3,494
| -7% | -$90.1K |
|
2681
LXP Industrial Trust
LXP
$2.72B
| $1.17M | ﹤0.01% |
138,316
-28,415
| -17% | -$241K |
|
2682
SPDR NYSE Technology ETF
XNTK
$1.36B
| $1.17M | ﹤0.01% |
23,282
-682
| -3% | -$34.3K |
|
2683
Lennar Class B
LEN.B
$33B
| $1.17M | ﹤0.01% |
29,129
+1,982
| +7% | +$79.6K |
|
|
WPX
2684
DELISTED
WPX Energy, Inc.
WPX
| $1.17M | ﹤0.01% |
95,243
-23,768
| -20% | -$292K |
|
2685
Vanguard Russell 2000 Growth ETF
VTWG
$1.09B
| $1.17M | ﹤0.01% |
10,369
+7,304
| +238% | +$822K |
|
|
NBW
2686
DELISTED
Neuberger Berman California Municipal Fund Inc.
NBW
| $1.17M | ﹤0.01% |
78,336
-23,292
| -23% | -$347K |
|
2687
Popular Inc
BPOP
$8.35B
| $1.16M | ﹤0.01% |
40,218
+25,704
| +177% | +$742K |
|
2688
Cambria Shareholder Yield ETF
SYLD
$931M
| $1.16M | ﹤0.01% |
37,051
-20,509
| -36% | -$642K |
|
2689
Lennox International
LII
$19.3B
| $1.16M | ﹤0.01% |
10,726
-2,923
| -21% | -$315K |
|
2690
Invesco DB Oil Fund
DBO
$229M
| $1.15M | ﹤0.01% |
79,064
+73,654
| +1,361% | +$1.08M |
|
|
OPPJ
2691
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$99.9M
| $1.15M | ﹤0.01% |
64,220
+1,316
| +2% | +$23.6K |
|
2692
BRF SA
BRFS
$6.67B
| $1.15M | ﹤0.01% |
55,095
+25,416
| +86% | +$531K |
|
2693
Nuveen Arizona Quality Municipal Income Fund
NAZ
$136M
| $1.15M | ﹤0.01% |
78,924
-81,271
| -51% | -$1.19M |
|
2694
White Mountains Insurance
WTM
$4.44B
| $1.15M | ﹤0.01% |
1,758
+261
| +17% | +$171K |
|
2695
Cleveland-Cliffs
CLF
$5.59B
| $1.15M | ﹤0.01% |
265,821
-430,688
| -62% | -$1.86M |
|
|
IID
2696
DELISTED
VOYA INTERNATIONAL HIGH DIVIDEND EQUITY INCOME FUND
IID
| $1.15M | ﹤0.01% |
140,446
-4,118
| -3% | -$33.7K |
|
|
PWT
2697
DELISTED
POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO
PWT
| $1.15M | ﹤0.01% |
44,138
+2,377
| +6% | +$61.7K |
|
2698
HNI Corp
HNI
$2.05B
| $1.14M | ﹤0.01% |
22,363
+5,956
| +36% | +$305K |
|
|
PZI
2699
DELISTED
Invesco Zacks Micro Cap ETF
PZI
| $1.14M | ﹤0.01% |
70,715
-1,721
| -2% | -$27.8K |
|
|
PGRE
2700
Paramount Group
PGRE
$1.44B
| $1.14M | ﹤0.01% |
66,529
-558,790
| -89% | -$9.58M |
|