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
|
$4.2B |
| 2 |
Apple
AAPL
|
$2.09B |
| 3 |
UBS Group
UBS
|
$1.68B |
| 4 |
Microsoft
MSFT
|
$1.34B |
| 5 |
Qualcomm
QCOM
|
$1.25B |
Top Sells
Sector Composition
| 1 | Financials | 10.63% |
| 2 | Energy | 9.17% |
| 3 | Technology | 8.86% |
| 4 | Healthcare | 8.79% |
| 5 | Industrials | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
JD.com
JD
$44.6B
| $99.6M | 0.07% |
+4,302,299
| New | +$99.6M |
|
252
iShares Preferred and Income Securities ETF
PFF
$14.5B
| $99.2M | 0.07% |
+2,515,304
| New | +$99.2M |
|
253
First Trust Health Care AlphaDEX Fund
FXH
$934M
| $98.7M | 0.07% |
+1,637,133
| New | +$98.7M |
|
254
Genesis Energy
GEL
$2.03B
| $98.5M | 0.07% |
+2,322,185
| New | +$98.5M |
|
255
AGNC Investment
AGNC
$10.8B
| $98.1M | 0.07% |
+4,494,347
| New | +$98.1M |
|
256
Micron Technology
MU
$147B
| $98.1M | 0.07% |
+2,801,620
| New | +$98.1M |
|
|
SNDK
257
DELISTED
SANDISK CORP
SNDK
| $97.9M | 0.07% |
+999,222
| New | +$97.9M |
|
258
Clorox
CLX
$15.5B
| $97.4M | 0.07% |
+934,910
| New | +$97.4M |
|
259
United Rentals
URI
$62.7B
| $97.2M | 0.07% |
+952,922
| New | +$97.2M |
|
260
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $96.1M | 0.07% |
+786,083
| New | +$96.1M |
|
261
O'Reilly Automotive
ORLY
$89B
| $96.1M | 0.07% |
+7,482,225
| New | +$96.1M |
|
262
Western Digital
WDC
$31.9B
| $95.2M | 0.07% |
+1,137,417
| New | +$95.2M |
|
263
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.22B
| $94.1M | 0.07% |
+2,356,888
| New | +$94.1M |
|
264
Capital One
COF
$142B
| $93.2M | 0.07% |
+1,128,955
| New | +$93.2M |
|
265
Chubb
CB
$111B
| $93M | 0.07% |
+809,696
| New | +$93M |
|
266
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.09B
| $92M | 0.06% |
+902,062
| New | +$92M |
|
267
BP
BP
$87.4B
| $91.1M | 0.06% |
+2,880,071
| New | +$91.1M |
|
268
Bausch Health
BHC
$2.72B
| $89.6M | 0.06% |
+625,975
| New | +$89.6M |
|
269
Invesco Dorsey Wright Momentum ETF
PDP
$1.29B
| $89.4M | 0.06% |
+2,177,409
| New | +$89.4M |
|
270
Simon Property Group
SPG
$59.5B
| $88.2M | 0.06% |
+484,344
| New | +$88.2M |
|
271
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $88.1M | 0.06% |
+2,165,289
| New | +$88.1M |
|
272
Zoetis
ZTS
$67.9B
| $87.8M | 0.06% |
+2,039,405
| New | +$87.8M |
|
273
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.85B
| $87.2M | 0.06% |
+455,639
| New | +$87.2M |
|
|
ACAS
274
DELISTED
American Capital Ltd
ACAS
| $87M | 0.06% |
+5,952,007
| New | +$87M |
|
275
Bank of New York Mellon
BK
$73.1B
| $86.8M | 0.06% |
+2,140,184
| New | +$86.8M |
|