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 | |
|---|---|---|---|---|---|---|
|
BTCM
551
BIT Mining
BTCM
$47.3M
| $34.4M | 0.02% |
+198,544
| New | +$34.4M |
|
|
RDS.B
552
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $34.3M | 0.02% |
+493,483
| New | +$34.3M |
|
553
First Trust North American Energy Infrastructure Fund
EMLP
$3.27B
| $34.3M | 0.02% |
+1,218,536
| New | +$34.3M |
|
554
Cheniere Energy
LNG
$51.3B
| $33.6M | 0.02% |
+477,634
| New | +$33.6M |
|
555
Polaris
PII
$3.35B
| $33.6M | 0.02% |
+222,045
| New | +$33.6M |
|
556
Telus
TU
$25.1B
| $33.3M | 0.02% |
+1,848,152
| New | +$33.3M |
|
557
SPDR S&P Homebuilders ETF
XHB
$1.92B
| $33.1M | 0.02% |
+971,173
| New | +$33.1M |
|
558
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.52B
| $32.9M | 0.02% |
+2,944,751
| New | +$32.9M |
|
|
ULQ
559
DELISTED
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
| $32.9M | 0.02% |
+658,353
| New | +$32.9M |
|
560
Intuitive Surgical
ISRG
$168B
| $32.7M | 0.02% |
+556,470
| New | +$32.7M |
|
561
Fortinet
FTNT
$61.2B
| $32.7M | 0.02% |
+5,330,615
| New | +$32.7M |
|
562
Truist Financial
TFC
$58.4B
| $32.5M | 0.02% |
+835,659
| New | +$32.5M |
|
563
APA Corp
APA
$7.75B
| $32M | 0.02% |
+511,103
| New | +$32M |
|
564
American Water Works
AWK
$27.3B
| $31.9M | 0.02% |
+598,785
| New | +$31.9M |
|
|
ATVI
565
DELISTED
Activision Blizzard Inc.
ATVI
| $31.9M | 0.02% |
+1,582,398
| New | +$31.9M |
|
566
iShares MSCI Canada ETF
EWC
$3.24B
| $31.9M | 0.02% |
+1,104,398
| New | +$31.9M |
|
567
YPF
YPF
$10.3B
| $31.9M | 0.02% |
+1,203,550
| New | +$31.9M |
|
|
TYC
568
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $31.8M | 0.02% |
+691,814
| New | +$31.8M |
|
569
PPL Corp
PPL
$26.4B
| $31.8M | 0.02% |
+938,588
| New | +$31.8M |
|
570
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.86B
| $31.7M | 0.02% |
+295,819
| New | +$31.7M |
|
571
Edgewell Personal Care
EPC
$1.05B
| $31.7M | 0.02% |
+332,132
| New | +$31.7M |
|
572
Pultegroup
PHM
$27.9B
| $31.5M | 0.02% |
+1,467,882
| New | +$31.5M |
|
573
Columbia Emerging Markets Consumer ETF
ECON
$223M
| $31.4M | 0.02% |
+1,239,779
| New | +$31.4M |
|
574
BHP
BHP
$135B
| $31.4M | 0.02% |
+784,971
| New | +$31.4M |
|
575
SK Telecom
SKM
$8.27B
| $31.4M | 0.02% |
+704,680
| New | +$31.4M |
|