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
|
+$705M |
| 2 |
Alibaba
BABA
|
+$521M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$428M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$413M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$296M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$794M |
| 2 |
Apple
AAPL
|
+$692M |
| 3 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$484M |
| 4 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
+$382M |
| 5 |
VanEck Gold Miners ETF
GDX
|
+$339M |
Sector Composition
| 1 | Technology | 13.44% |
| 2 | Healthcare | 8.93% |
| 3 | Financials | 7.49% |
| 4 | Consumer Discretionary | 7.33% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
WEC Energy
WEC
$34.6B
| $28.7M | 0.01% |
325,703
-259,248
| -44% | -$22.8M |
|
627
Essex Property Trust
ESS
$17.1B
| $28.7M | 0.01% |
130,246
-66,686
| -34% | -$14.7M |
|
628
JPMorgan Diversified Return US Equity ETF
JPUS
$389M
| $28.6M | 0.01% |
488,460
-63,734
| -12% | -$3.74M |
|
629
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
| $28.6M | 0.01% |
931,943
+674,982
| +263% | +$20.7M |
|
630
Ventas
VTR
$30.9B
| $28.6M | 0.01% |
1,065,479
-280,961
| -21% | -$7.53M |
|
631
Cohen & Steers Duration Preferred & Income Fund
LDP
$635M
| $28.4M | 0.01% |
1,379,662
+11,952
| +0.9% | +$246K |
|
632
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $28.3M | 0.01% |
1,203,041
-351,719
| -23% | -$8.29M |
|
633
Veeva Systems
VEEV
$46.3B
| $28.3M | 0.01% |
180,844
-11,073
| -6% | -$1.73M |
|
634
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.78B
| $28.3M | 0.01% |
1,772,950
-198,390
| -10% | -$3.16M |
|
635
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $28.2M | 0.01% |
838,771
-98,465
| -11% | -$3.31M |
|
636
Realty Income
O
$54B
| $28.1M | 0.01% |
581,235
-305,874
| -34% | -$14.8M |
|
637
PPG Industries
PPG
$25.2B
| $28M | 0.01% |
335,359
-136,071
| -29% | -$11.4M |
|
638
Viatris
VTRS
$12.2B
| $28M | 0.01% |
1,880,128
+803,198
| +75% | +$12M |
|
639
Arista Networks
ANET
$176B
| $28M | 0.01% |
2,211,008
-784,064
| -26% | -$9.93M |
|
640
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $27.9M | 0.01% |
557,126
-53,408
| -9% | -$2.68M |
|
641
VanEck Semiconductor ETF
SMH
$27.6B
| $27.9M | 0.01% |
476,000
-688,452
| -59% | -$40.3M |
|
642
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
| $27.8M | 0.01% |
2,755,688
+207,290
| +8% | +$2.09M |
|
643
Cintas
CTAS
$81.7B
| $27.8M | 0.01% |
641,116
-325,780
| -34% | -$14.1M |
|
644
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
| $27.7M | 0.01% |
568,950
+4,192
| +0.7% | +$204K |
|
645
SPDR Portfolio Emerging Markets ETF
SPEM
$13.4B
| $27.7M | 0.01% |
973,040
-94,127
| -9% | -$2.68M |
|
646
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.53B
| $27.6M | 0.01% |
780,781
-22,972
| -3% | -$813K |
|
647
Corning
GLW
$61.8B
| $27.6M | 0.01% |
1,344,437
-662,190
| -33% | -$13.6M |
|
648
iShares Expanded Tech Sector ETF
IGM
$8.84B
| $27.5M | 0.01% |
778,218
-44,904
| -5% | -$1.58M |
|
649
ProShares Short Dow30
DOG
$120M
| $27.4M | 0.01% |
468,710
+405,733
| +644% | +$23.7M |
|
650
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.85B
| $27.4M | 0.01% |
1,627,437
+154,646
| +11% | +$2.6M |
|