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
|
+$2.9B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$541M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$511M |
| 4 |
American International
AIG
|
+$420M |
| 5 |
UBS Group
UBS
|
+$286M |
Top Sells
Sector Composition
| 1 | Financials | 10.17% |
| 2 | Energy | 8.73% |
| 3 | Healthcare | 8.27% |
| 4 | Technology | 7.59% |
| 5 | Industrials | 6.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
NOV
NOV
$4.92B
| $44.7M | 0.03% |
925,401
+25,208
| +3% | +$1.22M |
|
452
Barron's 400 ETF
BFOR
$181M
| $44.6M | 0.03% |
1,340,413
+29,275
| +2% | +$974K |
|
453
Vanguard Mega Cap Growth ETF
MGK
$29.4B
| $44.6M | 0.03% |
537,145
-1,348
| -0.3% | -$112K |
|
|
FSL
454
DELISTED
FREESCALE SEMICONDUCTOR LTD
FSL
| $44.4M | 0.03% |
1,112,080
+175,650
| +19% | +$7.02M |
|
455
BlackRock Municipal 2030 Target Term Trust
BTT
$1.48B
| $44.4M | 0.03% |
2,190,191
+91,441
| +4% | +$1.85M |
|
|
NSH
456
DELISTED
NuStar GP Holdings LLC
NSH
| $44.3M | 0.03% |
1,163,120
+186,464
| +19% | +$7.1M |
|
457
Berkshire Hathaway Class A
BRK.A
$1.06T
| $44.2M | 0.03% |
216
-2
| -0.9% | -$410K |
|
458
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
| $44.1M | 0.03% |
1,438,531
-118,022
| -8% | -$3.62M |
|
|
WUBA
459
DELISTED
58.COM INC
WUBA
| $43.8M | 0.03% |
683,627
+590
| +0.1% | +$37.8K |
|
460
iShares US Treasury Bond ETF
GOVT
$28.1B
| $43.4M | 0.03% |
1,734,846
+315,704
| +22% | +$7.9M |
|
|
TFCFA
461
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $43.2M | 0.03% |
1,327,067
-587,849
| -31% | -$19.1M |
|
462
Western Digital
WDC
$32.4B
| $43.1M | 0.03% |
727,352
-29,887
| -4% | -$1.77M |
|
463
Texas Instruments
TXN
$169B
| $43.1M | 0.03% |
836,690
+39,052
| +5% | +$2.01M |
|
464
Polaris
PII
$3.35B
| $43M | 0.03% |
290,071
+105,224
| +57% | +$15.6M |
|
465
Las Vegas Sands
LVS
$37.1B
| $42.9M | 0.03% |
816,887
-169,122
| -17% | -$8.89M |
|
466
Aptiv
APTV
$17.9B
| $42.9M | 0.03% |
504,099
-241,044
| -32% | -$20.5M |
|
467
PACCAR
PCAR
$51.6B
| $42.7M | 0.03% |
1,003,571
+153,674
| +18% | +$6.54M |
|
468
SPDR S&P Homebuilders ETF
XHB
$1.92B
| $42.6M | 0.03% |
1,162,880
+254,528
| +28% | +$9.32M |
|
469
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $42.4M | 0.03% |
496,989
+70,870
| +17% | +$6.05M |
|
470
SPDR S&P International Dividend ETF
DWX
$492M
| $42.4M | 0.03% |
1,022,098
+1,053
| +0.1% | +$43.7K |
|
471
Netflix
NFLX
$529B
| $42.2M | 0.03% |
450,170
+100,303
| +29% | +$9.41M |
|
472
iShares MSCI Switzerland ETF
EWL
$1.34B
| $42.2M | 0.03% |
1,289,916
-420,792
| -25% | -$13.8M |
|
473
WisdomTree US SmallCap Dividend Fund
DES
$1.9B
| $42M | 0.03% |
1,788,891
-413,139
| -19% | -$9.7M |
|
|
DCP
474
DELISTED
DCP Midstream, LP
DCP
| $41.8M | 0.03% |
1,361,799
-934,789
| -41% | -$28.7M |
|
475
Regeneron Pharmaceuticals
REGN
$59.2B
| $41.6M | 0.03% |
81,620
-6,372
| -7% | -$3.25M |
|