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 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| $50.6M | 0.02% |
1,629,360
-18,760
| -1% | -$583K |
|
577
ROBO Global Robotics & Automation Index ETF
ROBO
$1.12B
| $50.4M | 0.02% |
921,119
+18,443
| +2% | +$1.01M |
|
578
First Trust North American Energy Infrastructure Fund
EMLP
$3.3B
| $50.1M | 0.02% |
1,880,347
-152,572
| -8% | -$4.06M |
|
579
iShares US Consumer Staples ETF
IYK
$1.32B
| $49.9M | 0.02% |
752,121
-96,897
| -11% | -$6.43M |
|
580
iShares Global Clean Energy ETF
ICLN
$1.59B
| $49.9M | 0.02% |
2,520,331
-260,392
| -9% | -$5.15M |
|
581
Entergy
ETR
$39.3B
| $49.6M | 0.02% |
921,386
-262,426
| -22% | -$14.1M |
|
582
NetApp
NTAP
$24.7B
| $49.5M | 0.02% |
774,579
-228,561
| -23% | -$14.6M |
|
583
Baxter International
BAX
$12.5B
| $49.4M | 0.02% |
1,217,611
+220,781
| +22% | +$8.95M |
|
584
WisdomTree US SmallCap Dividend Fund
DES
$1.89B
| $49.1M | 0.02% |
1,718,856
-7,244
| -0.4% | -$207K |
|
585
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
| $49M | 0.02% |
1,611,887
-313,634
| -16% | -$9.54M |
|
586
iShares ESG Aware MSCI EM ETF
ESGE
$5.28B
| $48.8M | 0.02% |
1,551,692
-11,297
| -0.7% | -$356K |
|
587
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.38B
| $48.6M | 0.02% |
1,278,163
+63,065
| +5% | +$2.4M |
|
588
Carrier Global
CARR
$54.8B
| $48.6M | 0.02% |
1,061,250
-71,478
| -6% | -$3.27M |
|
589
BHP
BHP
$135B
| $48.5M | 0.02% |
764,378
+335,316
| +78% | +$21.3M |
|
590
Logitech
LOGI
$16B
| $48.5M | 0.02% |
834,505
+96,078
| +13% | +$5.58M |
|
591
Simon Property Group
SPG
$58.3B
| $48.4M | 0.02% |
432,007
+7,760
| +2% | +$869K |
|
592
Moody's
MCO
$90.8B
| $48.2M | 0.02% |
157,480
-70,198
| -31% | -$21.5M |
|
593
Coterra Energy
CTRA
$18.4B
| $48.1M | 0.02% |
1,960,235
-420,708
| -18% | -$10.3M |
|
594
Qorvo
QRVO
$8.09B
| $47.8M | 0.02% |
470,800
+291,395
| +162% | +$29.6M |
|
595
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.22B
| $47.7M | 0.02% |
1,018,897
-742,511
| -42% | -$34.8M |
|
596
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $47.7M | 0.02% |
1,177,673
+254,666
| +28% | +$10.3M |
|
597
McCormick & Company Non-Voting
MKC
$18.2B
| $47.6M | 0.02% |
572,611
-63,045
| -10% | -$5.25M |
|
598
ZTO Express
ZTO
$15.4B
| $47.6M | 0.02% |
1,661,438
+251,913
| +18% | +$7.22M |
|
599
Invesco Senior Loan ETF
BKLN
$6.88B
| $47.6M | 0.02% |
2,286,813
-144,983
| -6% | -$3.02M |
|
600
Xcel Energy
XEL
$42.7B
| $47.3M | 0.02% |
700,658
-275,856
| -28% | -$18.6M |
|