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 | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
WisdomTree US MidCap Dividend Fund
DON
$3.8B
| $51M | 0.04% |
+1,827,042
| New | +$51M |
|
427
Carnival Corp
CCL
$42.8B
| $51M | 0.04% |
+1,124,094
| New | +$51M |
|
428
ALPS Sector Dividend Dogs ETF
SDOG
$1.23B
| $50.9M | 0.04% |
+1,339,168
| New | +$50.9M |
|
429
Equinix
EQIX
$76.3B
| $50.8M | 0.04% |
+224,250
| New | +$50.8M |
|
430
Applied Materials
AMAT
$130B
| $50.7M | 0.04% |
+2,034,453
| New | +$50.7M |
|
431
Biogen
BIIB
$21.1B
| $50.6M | 0.04% |
+148,965
| New | +$50.6M |
|
432
Starwood Property Trust
STWD
$7.57B
| $50.3M | 0.04% |
+2,165,713
| New | +$50.3M |
|
433
Gen Digital
GEN
$18.1B
| $50.1M | 0.04% |
+1,951,359
| New | +$50.1M |
|
434
HSBC
HSBC
$230B
| $49.9M | 0.03% |
+1,225,868
| New | +$49.9M |
|
435
ProShares Short 20+ Year Treasury ETF
TBF
$69.5M
| $49.7M | 0.03% |
+1,975,393
| New | +$49.7M |
|
436
Genuine Parts
GPC
$19.3B
| $49.5M | 0.03% |
+464,548
| New | +$49.5M |
|
437
TripAdvisor
TRIP
$2.06B
| $49.3M | 0.03% |
+659,766
| New | +$49.3M |
|
438
VanEck Oil Services ETF
OIH
$838M
| $49.3M | 0.03% |
+68,556
| New | +$49.3M |
|
439
First Trust Small Cap Core AlphaDEX Fund
FYX
$883M
| $49.2M | 0.03% |
+1,003,840
| New | +$49.2M |
|
440
Stryker
SYK
$150B
| $49.1M | 0.03% |
+520,981
| New | +$49.1M |
|
441
Kellanova
K
$27.6B
| $49.1M | 0.03% |
+799,357
| New | +$49.1M |
|
442
Constellation Brands
STZ
$25.7B
| $48.8M | 0.03% |
+497,355
| New | +$48.8M |
|
443
Newmont
NEM
$83.4B
| $48.7M | 0.03% |
+2,579,146
| New | +$48.7M |
|
444
Celanese
CE
$4.89B
| $48.3M | 0.03% |
+805,898
| New | +$48.3M |
|
445
Invesco S&P 500 Pure Growth ETF
RPG
$1.73B
| $48.1M | 0.03% |
+3,023,455
| New | +$48.1M |
|
446
PPG Industries
PPG
$24.7B
| $48.1M | 0.03% |
+415,994
| New | +$48.1M |
|
|
OAK
447
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $48M | 0.03% |
+926,338
| New | +$48M |
|
|
SE
448
DELISTED
Spectra Energy Corp Wi
SE
| $47.5M | 0.03% |
+1,308,411
| New | +$47.5M |
|
449
iShares Select U.S. REIT ETF
ICF
$1.91B
| $47.5M | 0.03% |
+980,632
| New | +$47.5M |
|
450
Materials Select Sector SPDR Fund
XLB
$5.43B
| $47.4M | 0.03% |
+976,224
| New | +$47.4M |
|