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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.93B |
| 2 |
UBS Group
UBS
|
$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$548M |
| 5 |
Microsoft
MSFT
|
$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
iShares MBS ETF
MBB
$40.9B
| $101M | 0.04% |
928,554
+174,382
| +23% | +$18.9M |
|
327
Deere & Co
DE
$127B
| $101M | 0.04% |
595,836
+57,430
| +11% | +$9.69M |
|
328
AB InBev
BUD
$116B
| $100M | 0.04% |
1,054,462
-86,704
| -8% | -$8.25M |
|
329
Vanguard Total International Stock ETF
VXUS
$101B
| $100M | 0.04% |
1,941,863
-237,030
| -11% | -$12.2M |
|
330
Applied Materials
AMAT
$124B
| $99.4M | 0.04% |
1,991,847
+274,896
| +16% | +$13.7M |
|
331
Elevance Health
ELV
$72.4B
| $99M | 0.04% |
412,161
-14,467
| -3% | -$3.47M |
|
|
I
332
DELISTED
INTELSAT S. A.
I
| $98.7M | 0.04% |
4,328,197
+100,095
| +2% | +$2.28M |
|
333
Baxter International
BAX
$12.1B
| $98.2M | 0.04% |
1,122,990
+71,839
| +7% | +$6.28M |
|
334
JD.com
JD
$44.2B
| $97.7M | 0.04% |
3,461,725
-151,477
| -4% | -$4.27M |
|
335
Rithm Capital
RITM
$6.55B
| $97.6M | 0.04% |
6,224,433
+331,260
| +6% | +$5.19M |
|
336
Boston Scientific
BSX
$159B
| $97M | 0.04% |
2,384,542
+80,524
| +3% | +$3.28M |
|
337
Lennar Class A
LEN
$34.7B
| $96.7M | 0.04% |
1,731,652
+158,695
| +10% | +$8.86M |
|
338
AGNC Investment
AGNC
$10.4B
| $96.5M | 0.04% |
5,996,021
+2,587,586
| +76% | +$41.6M |
|
339
Enbridge
ENB
$105B
| $96M | 0.04% |
2,195,394
-42,288
| -2% | -$1.85M |
|
340
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.85B
| $95.4M | 0.04% |
1,936,843
-13,313
| -0.7% | -$655K |
|
341
General Dynamics
GD
$86.8B
| $94M | 0.04% |
514,179
+52,086
| +11% | +$9.52M |
|
|
PSXP
342
DELISTED
PHILLIPS 66 PARTNERS LP
PSXP
| $93.1M | 0.04% |
1,644,676
-200,430
| -11% | -$11.3M |
|
343
Vanguard Mega Cap Value ETF
MGV
$9.78B
| $92.6M | 0.04% |
1,136,933
+29,235
| +3% | +$2.38M |
|
344
Lam Research
LRCX
$124B
| $92.3M | 0.04% |
399,419
+7,358
| +2% | +$1.7M |
|
345
Materials Select Sector SPDR Fund
XLB
$5.46B
| $92.1M | 0.04% |
1,581,603
-305,250
| -16% | -$17.8M |
|
|
TWTR
346
DELISTED
Twitter, Inc.
TWTR
| $91.7M | 0.04% |
2,202,379
-34,786
| -2% | -$1.45M |
|
347
iShares Core MSCI Total International Stock ETF
IXUS
$47.6B
| $91.6M | 0.04% |
1,586,626
+67,590
| +4% | +$3.9M |
|
348
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.78B
| $91.6M | 0.04% |
1,360,716
-75,281
| -5% | -$5.07M |
|
349
International Paper
IP
$25.4B
| $90.9M | 0.04% |
2,172,892
+82,824
| +4% | +$3.46M |
|
350
Prudential Financial
PRU
$37.8B
| $90.6M | 0.03% |
1,007,685
+107,454
| +12% | +$9.67M |
|