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 | |
|---|---|---|---|---|---|---|
451
Rithm Capital
RITM
$6.63B
| $52.1M | 0.02% |
3,665,101
+1,943,213
| +113% | +$27.6M |
|
452
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $52M | 0.02% |
530,522
+113,911
| +27% | +$11.2M |
|
|
APC
453
DELISTED
Anadarko Petroleum
APC
| $51.7M | 0.02% |
1,178,503
-364,451
| -24% | -$16M |
|
454
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.13B
| $51.6M | 0.02% |
1,376,296
-79,217
| -5% | -$2.97M |
|
455
LyondellBasell Industries
LYB
$17.5B
| $51.6M | 0.02% |
620,466
-48,608
| -7% | -$4.04M |
|
456
VanEck Oil Services ETF
OIH
$858M
| $51.4M | 0.02% |
183,289
+86,210
| +89% | +$24.2M |
|
457
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
| $51.4M | 0.02% |
1,248,516
+89,373
| +8% | +$3.68M |
|
458
Progressive
PGR
$144B
| $50.9M | 0.02% |
843,205
-195,038
| -19% | -$11.8M |
|
459
iShares US Financials ETF
IYF
$4.03B
| $50.5M | 0.02% |
950,376
+471,994
| +99% | +$25.1M |
|
460
HDFC Bank
HDB
$180B
| $50.5M | 0.02% |
975,038
+390,988
| +67% | +$20.3M |
|
461
Advance Auto Parts
AAP
$3.55B
| $50.1M | 0.02% |
318,456
-48,795
| -13% | -$7.68M |
|
462
Trane Technologies
TT
$92.9B
| $50.1M | 0.02% |
549,289
-273,242
| -33% | -$24.9M |
|
463
Vanguard Russell 1000 Value ETF
VONV
$13.5B
| $50M | 0.02% |
1,029,972
-14,924
| -1% | -$725K |
|
464
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $49.9M | 0.02% |
614,055
+99,973
| +19% | +$8.13M |
|
465
ProShares Short S&P500
SH
$1.23B
| $49.8M | 0.02% |
397,498
+238,821
| +151% | +$29.9M |
|
466
iShares US Aerospace & Defense ETF
ITA
$9.26B
| $49.6M | 0.02% |
573,408
+72,746
| +15% | +$6.29M |
|
|
AM
467
DELISTED
ANTERO MIDSTREAM PARTNERS LP
AM
| $49.5M | 0.02% |
2,315,727
+383,962
| +20% | +$8.21M |
|
468
First Trust Managed Municipal ETF
FMB
$1.89B
| $49.5M | 0.02% |
940,590
+251,447
| +36% | +$13.2M |
|
469
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $49.4M | 0.02% |
1,064,908
-954,654
| -47% | -$44.3M |
|
470
Citizens Financial Group
CFG
$22.3B
| $49.4M | 0.02% |
1,661,206
-87,886
| -5% | -$2.61M |
|
471
Prudential Financial
PRU
$37.2B
| $49.1M | 0.02% |
602,446
-58,873
| -9% | -$4.8M |
|
472
VictoryShares US 500 Volatility Wtd ETF
CFA
$531M
| $49.1M | 0.02% |
1,116,573
+197,239
| +21% | +$8.67M |
|
473
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.91B
| $48.6M | 0.02% |
570,350
-25,925
| -4% | -$2.21M |
|
474
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.4B
| $48.5M | 0.02% |
1,493,172
+221,047
| +17% | +$7.18M |
|
475
Ross Stores
ROST
$48.8B
| $48.5M | 0.02% |
583,091
-35,478
| -6% | -$2.95M |
|