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 | |
|---|---|---|---|---|---|---|
|
HCBK
476
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $43.8M | 0.03% |
+4,325,185
| New | +$43.8M |
|
477
Cardinal Health
CAH
$35.9B
| $43.8M | 0.03% |
+542,111
| New | +$43.8M |
|
478
Franklin Resources
BEN
$12.9B
| $43.7M | 0.03% |
+789,925
| New | +$43.7M |
|
479
Bread Financial
BFH
$3.06B
| $43.6M | 0.03% |
+190,796
| New | +$43.6M |
|
480
First Trust Financials AlphaDEX Fund
FXO
$2.24B
| $43.3M | 0.03% |
+1,861,862
| New | +$43.3M |
|
481
Vanguard Energy ETF
VDE
$7.21B
| $42.9M | 0.03% |
+384,177
| New | +$42.9M |
|
482
Herc Holdings
HRI
$4.59B
| $42.8M | 0.03% |
+571,758
| New | +$42.8M |
|
483
iShares Gold Trust
IAU
$53.3B
| $42.8M | 0.03% |
+1,869,312
| New | +$42.8M |
|
484
Advance Auto Parts
AAP
$3.66B
| $41.9M | 0.03% |
+262,891
| New | +$41.9M |
|
485
SBA Communications
SBAC
$20.6B
| $41.8M | 0.03% |
+377,766
| New | +$41.8M |
|
486
Northrop Grumman
NOC
$83.3B
| $41.8M | 0.03% |
+283,451
| New | +$41.8M |
|
|
TRW
487
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $41.7M | 0.03% |
+405,687
| New | +$41.7M |
|
488
Vanguard Mega Cap Value ETF
MGV
$9.83B
| $41.6M | 0.03% |
+686,247
| New | +$41.6M |
|
489
Allstate
ALL
$52.8B
| $41.4M | 0.03% |
+589,469
| New | +$41.4M |
|
490
Sherwin-Williams
SHW
$93.6B
| $41M | 0.03% |
+467,961
| New | +$41M |
|
491
SPDR S&P International Dividend ETF
DWX
$492M
| $41M | 0.03% |
+975,674
| New | +$41M |
|
|
TEG
492
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $40.9M | 0.03% |
+525,955
| New | +$40.9M |
|
493
Valero Energy
VLO
$48.9B
| $40.8M | 0.03% |
+824,564
| New | +$40.8M |
|
494
National Grid
NGG
$69.8B
| $40.8M | 0.03% |
+589,674
| New | +$40.8M |
|
495
The GEO Group
GEO
$2.93B
| $40.6M | 0.03% |
+1,508,358
| New | +$40.6M |
|
496
WisdomTree US LargeCap Dividend Fund
DLN
$5.26B
| $40.6M | 0.03% |
+1,093,736
| New | +$40.6M |
|
|
HEP
497
DELISTED
Holly Energy Partners, L.P.
HEP
| $40.6M | 0.03% |
+1,355,746
| New | +$40.6M |
|
498
Regeneron Pharmaceuticals
REGN
$59B
| $40.4M | 0.03% |
+98,504
| New | +$40.4M |
|
499
Archer Daniels Midland
ADM
$29.9B
| $40.2M | 0.03% |
+773,997
| New | +$40.2M |
|
500
Marriott International Class A Common Stock
MAR
$72.8B
| $40.1M | 0.03% |
+514,529
| New | +$40.1M |
|