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 |
Alibaba
BABA
|
+$2.55B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$459M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$316M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$293M |
| 5 |
GSK
GSK
|
+$251M |
Top Sells
| 1 |
Stellantis
STLA
|
+$991M |
| 2 |
Microsoft
MSFT
|
+$408M |
| 3 |
Apple
AAPL
|
+$315M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$296M |
| 5 |
Intel
INTC
|
+$283M |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Consumer Discretionary | 9.1% |
| 3 | Financials | 8.49% |
| 4 | Healthcare | 7.86% |
| 5 | Industrials | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Vipshop
VIPS
$8.94B
| $49.4M | 0.02% |
1,655,520
+284,415
| +21% | +$8.49M |
|
|
ALXN
627
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $49.2M | 0.02% |
321,639
+206,093
| +178% | +$31.5M |
|
628
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
| $49.2M | 0.02% |
1,351,864
-149,236
| -10% | -$5.43M |
|
|
DOYU
629
DouYu International Holdings
DOYU
$242M
| $49.2M | 0.02% |
472,306
-104,966
| -18% | -$10.9M |
|
630
Essex Property Trust
ESS
$17.3B
| $48.9M | 0.02% |
179,959
+62,954
| +54% | +$17.1M |
|
631
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
| $48.8M | 0.02% |
1,785,441
+329,648
| +23% | +$9.01M |
|
|
MXIM
632
DELISTED
Maxim Integrated Products
MXIM
| $48.3M | 0.02% |
528,767
-187,939
| -26% | -$17.2M |
|
633
Mettler-Toledo International
MTD
$26.4B
| $48.1M | 0.02% |
41,589
+6,227
| +18% | +$7.2M |
|
634
Trip.com Group
TCOM
$48.9B
| $47.6M | 0.02% |
1,201,168
-16,694
| -1% | -$662K |
|
635
SBA Communications
SBAC
$21.4B
| $47.6M | 0.02% |
171,439
-10,283
| -6% | -$2.85M |
|
636
TC Energy
TRP
$54.1B
| $47.6M | 0.02% |
1,039,676
+719,979
| +225% | +$32.9M |
|
637
Whirlpool
WHR
$5.3B
| $47.6M | 0.02% |
215,842
-14,884
| -6% | -$3.28M |
|
638
Cedar Fair
FUN
$2.21B
| $47.6M | 0.02% |
957,222
+768,589
| +407% | +$38.2M |
|
639
Ametek
AME
$44.4B
| $47.5M | 0.02% |
371,828
-47,596
| -11% | -$6.08M |
|
640
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
| $47.3M | 0.02% |
479,347
+4,911
| +1% | +$485K |
|
641
Alexandria Real Estate Equities
ARE
$14.5B
| $47.2M | 0.02% |
287,358
-14,765
| -5% | -$2.43M |
|
642
Rio Tinto
RIO
$102B
| $47.1M | 0.02% |
606,520
-1,039
| -0.2% | -$80.7K |
|
643
Petrobras
PBR
$81.6B
| $46.8M | 0.02% |
5,518,548
+426,925
| +8% | +$3.62M |
|
644
Synchrony
SYF
$28.3B
| $46.7M | 0.02% |
1,149,076
+7,748
| +0.7% | +$315K |
|
645
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| $46.4M | 0.02% |
969,727
+246,488
| +34% | +$11.8M |
|
646
Akamai
AKAM
$11.4B
| $46.4M | 0.02% |
455,706
-170,373
| -27% | -$17.4M |
|
647
Cintas
CTAS
$82.5B
| $46.4M | 0.02% |
543,320
-151,900
| -22% | -$13M |
|
648
JPMorgan Diversified Return International Equity ETF
JPIN
$366M
| $46.3M | 0.02% |
759,628
-212,040
| -22% | -$12.9M |
|
649
Vanguard International Dividend Appreciation ETF
VIGI
$8.56B
| $46.2M | 0.02% |
558,157
+50,872
| +10% | +$4.21M |
|
650
Garmin
GRMN
$46.4B
| $46.2M | 0.02% |
350,041
-12,366
| -3% | -$1.63M |
|