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 | |
|---|---|---|---|---|---|---|
576
Main Street Capital
MAIN
$5.9B
| $31.1M | 0.02% |
975,207
+73,349
| +8% | +$2.34M |
|
577
Invesco S&P 500 High Beta ETF
SPHB
$439M
| $31.1M | 0.02% |
926,167
-1,347,096
| -59% | -$45.2M |
|
578
iShares MSCI Canada ETF
EWC
$3.24B
| $31M | 0.02% |
1,162,207
+108,544
| +10% | +$2.89M |
|
579
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $31M | 0.02% |
629,609
+44,781
| +8% | +$2.2M |
|
580
Equinix
EQIX
$74.9B
| $30.9M | 0.02% |
121,772
-21,029
| -15% | -$5.34M |
|
581
Becton Dickinson
BDX
$54.9B
| $30.7M | 0.02% |
221,875
-21,202
| -9% | -$2.93M |
|
582
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.44B
| $30.5M | 0.02% |
305,355
-11,047
| -3% | -$1.1M |
|
583
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.7B
| $30.2M | 0.02% |
773,331
+244,417
| +46% | +$9.55M |
|
584
Consolidated Edison
ED
$34.9B
| $30.2M | 0.02% |
521,998
-229,526
| -31% | -$13.3M |
|
585
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $30.2M | 0.02% |
285,574
+22,813
| +9% | +$2.41M |
|
586
ODP
ODP
$642M
| $30.2M | 0.02% |
348,248
+279,245
| +405% | +$24.2M |
|
587
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.88B
| $30.1M | 0.02% |
608,552
+342,651
| +129% | +$17M |
|
588
YPF
YPF
$10.3B
| $30M | 0.02% |
1,093,973
-166,754
| -13% | -$4.57M |
|
589
Perrigo
PRGO
$3.07B
| $29.9M | 0.02% |
161,657
-35,400
| -18% | -$6.54M |
|
|
FDO
590
DELISTED
FAMILY DOLLAR STORES
FDO
| $29.7M | 0.02% |
377,361
-30,322
| -7% | -$2.39M |
|
|
TWC
591
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $29.7M | 0.02% |
166,449
-36,084
| -18% | -$6.43M |
|
592
Allstate
ALL
$52.8B
| $29.6M | 0.02% |
456,386
-58,950
| -11% | -$3.82M |
|
|
WPG
593
DELISTED
Washington Prime Group Inc.
WPG
| $29.6M | 0.02% |
243,122
+225,160
| +1,254% | +$27.4M |
|
594
iShares US Consumer Discretionary ETF
IYC
$1.75B
| $29.5M | 0.02% |
825,248
+93,880
| +13% | +$3.36M |
|
595
Tesla
TSLA
$1.12T
| $29.5M | 0.02% |
1,647,450
+223,905
| +16% | +$4M |
|
596
Petrobras
PBR
$79.5B
| $29.3M | 0.02% |
3,241,198
-195,314
| -6% | -$1.77M |
|
|
GG
597
DELISTED
Goldcorp Inc
GG
| $29.1M | 0.02% |
1,799,343
-127,725
| -7% | -$2.07M |
|
598
BHP
BHP
$135B
| $29.1M | 0.02% |
801,999
-37,273
| -4% | -$1.35M |
|
|
TTM
599
DELISTED
Tata Motors Limited
TTM
| $29M | 0.02% |
840,916
+575,234
| +217% | +$19.8M |
|
|
IGR
600
CBRE Global Real Estate Income Fund
IGR
$765M
| $28.9M | 0.02% |
3,635,454
-28,761
| -0.8% | -$229K |
|