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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.58% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2826
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$518M
| $5.86M | ﹤0.01% |
63,216
+5,086
| +9% | +$472K |
|
2827
Bausch + Lomb
BLCO
$5.4B
| $5.86M | ﹤0.01% |
324,383
+316,198
| +3,863% | +$5.71M |
|
2828
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$406M
| $5.86M | ﹤0.01% |
250,217
-19,215
| -7% | -$450K |
|
2829
Calavo Growers
CVGW
$479M
| $5.86M | ﹤0.01% |
229,622
+219,137
| +2,090% | +$5.59M |
|
2830
Leggett & Platt
LEG
$1.24B
| $5.85M | ﹤0.01% |
609,883
+400,522
| +191% | +$3.85M |
|
2831
MYR Group
MYRG
$2.94B
| $5.85M | ﹤0.01% |
39,342
+29,098
| +284% | +$4.33M |
|
2832
Global X Lithium & Battery Tech ETF
LIT
$1.21B
| $5.85M | ﹤0.01% |
143,427
-28,482
| -17% | -$1.16M |
|
2833
First Industrial Realty Trust
FR
$6.89B
| $5.85M | ﹤0.01% |
116,645
-24,724
| -17% | -$1.24M |
|
2834
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$279M
| $5.84M | ﹤0.01% |
154,875
+11,512
| +8% | +$434K |
|
2835
Veeco
VECO
$1.75B
| $5.84M | ﹤0.01% |
217,926
+153,995
| +241% | +$4.13M |
|
2836
Criteo
CRTO
$1.17B
| $5.83M | ﹤0.01% |
147,369
+23,447
| +19% | +$928K |
|
2837
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
| $5.83M | ﹤0.01% |
272,431
+113,745
| +72% | +$2.43M |
|
|
FFA
2838
First Trust Enhanced Equity Income Fund
FFA
$429M
| $5.82M | ﹤0.01% |
281,193
-2,540
| -0.9% | -$52.6K |
|
|
EOT
2839
Eaton Vance National Municipal Opportunities Trust
EOT
$260M
| $5.81M | ﹤0.01% |
353,036
+238,111
| +207% | +$3.92M |
|
2840
Shoe Carnival
SCVL
$606M
| $5.8M | ﹤0.01% |
175,430
+165,394
| +1,648% | +$5.47M |
|
2841
iShares MSCI Global Gold Miners ETF
RING
$2.26B
| $5.8M | ﹤0.01% |
206,422
+120,125
| +139% | +$3.38M |
|
2842
Green Brick Partners
GRBK
$3.04B
| $5.8M | ﹤0.01% |
102,691
+3,161
| +3% | +$179K |
|
2843
StepStone Group
STEP
$5.26B
| $5.8M | ﹤0.01% |
100,127
+70,431
| +237% | +$4.08M |
|
2844
DigitalBridge
DBRG
$2.24B
| $5.79M | ﹤0.01% |
513,322
+360,600
| +236% | +$4.07M |
|
2845
Suburban Propane Partners
SPH
$1.19B
| $5.79M | ﹤0.01% |
336,506
-640
| -0.2% | -$11K |
|
2846
AbCellera Biologics
ABCL
$1.46B
| $5.79M | ﹤0.01% |
1,975,348
+1,953,603
| +8,984% | +$5.72M |
|
2847
Sprott Gold Miners ETF
SGDM
$584M
| $5.78M | ﹤0.01% |
208,271
-4,041
| -2% | -$112K |
|
2848
America Movil
AMX
$62B
| $5.78M | ﹤0.01% |
403,746
+221,195
| +121% | +$3.17M |
|
|
AD
2849
Array Digital Infrastructure
AD
$4.18B
| $5.77M | ﹤0.01% |
92,056
+66,867
| +265% | +$4.19M |
|
2850
Oaktree Specialty Lending
OCSL
$1.16B
| $5.77M | ﹤0.01% |
377,718
+176,083
| +87% | +$2.69M |
|