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
|
+$1.68B |
| 2 |
Linde
LIN
|
+$776M |
| 3 |
Energy Transfer Partners
ET
|
+$580M |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$479M |
| 5 |
UBS Group
UBS
|
+$380M |
Top Sells
| 1 |
ETP
Energy Transfer Partners, L.P.
ETP
|
+$1.06B |
| 2 |
Colgate-Palmolive
CL
|
+$633M |
| 3 |
PX
Praxair Inc
PX
|
+$528M |
| 4 |
Microsoft
MSFT
|
+$443M |
| 5 |
Amazon
AMZN
|
+$423M |
Sector Composition
| 1 | Technology | 10.17% |
| 2 | Financials | 8.41% |
| 3 | Healthcare | 7.93% |
| 4 | Consumer Discretionary | 6.47% |
| 5 | Industrials | 6.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2951
Global X Internet of Things ETF
SNSR
$231M
| $1.04M | ﹤0.01% |
64,300
+1,655
| +3% | +$26.7K |
|
|
MSGN
2952
DELISTED
MSG Networks Inc.
MSGN
| $1.04M | ﹤0.01% |
44,028
+5,492
| +14% | +$129K |
|
2953
Nuveen ESG Emerging Markets Equity ETF
NUEM
$321M
| $1.03M | ﹤0.01% |
43,237
+12,663
| +41% | +$302K |
|
|
DCPH
2954
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $1.03M | ﹤0.01% |
49,103
+43,892
| +842% | +$922K |
|
2955
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$110M
| $1.03M | ﹤0.01% |
35,112
+3,147
| +10% | +$92.3K |
|
2956
Acadia Realty Trust
AKR
$2.67B
| $1.03M | ﹤0.01% |
43,330
+11,523
| +36% | +$274K |
|
2957
Equitable Holdings
EQH
$16.3B
| $1.03M | ﹤0.01% |
61,908
+60,801
| +5,492% | +$1.01M |
|
|
IGD
2958
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$472M
| $1.02M | ﹤0.01% |
174,872
+12,999
| +8% | +$76.1K |
|
2959
Sabesp
SBS
$16.7B
| $1.02M | ﹤0.01% |
126,511
+8,683
| +7% | +$70.1K |
|
2960
Belden
BDC
$5.18B
| $1.02M | ﹤0.01% |
24,418
+4,425
| +22% | +$185K |
|
2961
Akebia Therapeutics
AKBA
$785M
| $1.02M | ﹤0.01% |
184,153
+24,356
| +15% | +$135K |
|
2962
Four Corners Property Trust
FCPT
$2.66B
| $1.02M | ﹤0.01% |
38,885
-11,877
| -23% | -$311K |
|
2963
RLI Corp
RLI
$6.03B
| $1.02M | ﹤0.01% |
29,546
+1,712
| +6% | +$59K |
|
2964
Amneal Pharmaceuticals
AMRX
$3.08B
| $1.02M | ﹤0.01% |
75,218
+25,321
| +51% | +$343K |
|
2965
Sanmina
SANM
$6.36B
| $1.02M | ﹤0.01% |
42,248
-31,647
| -43% | -$762K |
|
2966
WesBanco
WSBC
$3.1B
| $1.02M | ﹤0.01% |
27,741
+5,389
| +24% | +$198K |
|
2967
BioCryst Pharmaceuticals
BCRX
$1.67B
| $1.01M | ﹤0.01% |
125,544
+13,659
| +12% | +$110K |
|
|
STML
2968
DELISTED
Stemline Therapeutics, Inc.
STML
| $1.01M | ﹤0.01% |
106,614
+73,155
| +219% | +$695K |
|
2969
Martin Midstream Partners
MMLP
$120M
| $1.01M | ﹤0.01% |
98,430
+42,396
| +76% | +$436K |
|
2970
AdvanSix
ASIX
$566M
| $1.01M | ﹤0.01% |
41,561
-8,333
| -17% | -$203K |
|
2971
Nuveen ESG Large-Cap Growth ETF
NULG
$1.79B
| $1.01M | ﹤0.01% |
33,581
+8,920
| +36% | +$269K |
|
2972
WIX.com
WIX
$10.2B
| $1.01M | ﹤0.01% |
11,184
-25,329
| -69% | -$2.29M |
|
2973
Banner Corp
BANR
$2.34B
| $1.01M | ﹤0.01% |
18,867
+2,367
| +14% | +$127K |
|
2974
CommScope
COMM
$3.66B
| $1.01M | ﹤0.01% |
61,555
+26,804
| +77% | +$439K |
|
2975
Deutsche Bank
DB
$69.2B
| $1.01M | ﹤0.01% |
123,599
-15,098,106
| -99% | -$123M |
|