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 | |
|---|---|---|---|---|---|---|
651
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.24B
| $42.3M | 0.02% |
1,607,366
+753,546
| +88% | +$19.8M |
|
652
Check Point Software Technologies
CHKP
$20.9B
| $42.2M | 0.02% |
324,536
+85,383
| +36% | +$11.1M |
|
653
Celanese
CE
$4.84B
| $42M | 0.02% |
385,981
-68,957
| -15% | -$7.51M |
|
654
Grab
GRAB
$21.6B
| $41.9M | 0.02% |
13,907,917
+7,770,427
| +127% | +$23.4M |
|
655
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.09B
| $41.8M | 0.02% |
1,810,801
+100,504
| +6% | +$2.32M |
|
656
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $41.8M | 0.02% |
1,910,454
-197,676
| -9% | -$4.32M |
|
657
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.69B
| $41.7M | 0.02% |
770,267
-203,603
| -21% | -$11M |
|
658
Dell
DELL
$84.2B
| $41.6M | 0.02% |
1,034,475
-35,589
| -3% | -$1.43M |
|
659
Huntington Bancshares
HBAN
$25.8B
| $41.5M | 0.02% |
3,708,428
-147,148
| -4% | -$1.65M |
|
660
Amcor
AMCR
$19B
| $41.5M | 0.02% |
3,647,711
+548,907
| +18% | +$6.25M |
|
661
WEC Energy
WEC
$35.2B
| $41.4M | 0.02% |
436,996
+63,982
| +17% | +$6.06M |
|
662
iShares Core MSCI Europe ETF
IEUR
$6.87B
| $41.4M | 0.02% |
790,649
-27,553
| -3% | -$1.44M |
|
663
Arch Capital
ACGL
$33.8B
| $41.2M | 0.02% |
606,612
-86,455
| -12% | -$5.87M |
|
664
Zscaler
ZS
$43.4B
| $41.1M | 0.02% |
352,205
+63,280
| +22% | +$7.39M |
|
665
Southwest Airlines
LUV
$16.3B
| $41M | 0.02% |
1,259,841
-155,579
| -11% | -$5.06M |
|
666
Lattice Semiconductor
LSCC
$9.06B
| $40.9M | 0.01% |
428,292
+409,487
| +2,178% | +$39.1M |
|
667
WisdomTree US SmallCap Earnings Fund
EES
$631M
| $40.9M | 0.01% |
945,837
+38,703
| +4% | +$1.67M |
|
668
First Trust Cloud Computing ETF
SKYY
$3.24B
| $40.7M | 0.01% |
608,196
-105,031
| -15% | -$7.03M |
|
669
SPDR Euro Stoxx 50 ETF
FEZ
$4.54B
| $40.5M | 0.01% |
903,030
+72,196
| +9% | +$3.24M |
|
670
Kellanova
K
$27.5B
| $40.5M | 0.01% |
644,567
-270,131
| -30% | -$17M |
|
671
Vanguard Utilities ETF
VPU
$7.29B
| $40.5M | 0.01% |
274,620
+19,430
| +8% | +$2.87M |
|
672
Royal Bank of Canada
RY
$203B
| $40.1M | 0.01% |
419,462
-49,195
| -10% | -$4.7M |
|
673
iShares Russell Top 200 Growth ETF
IWY
$15.2B
| $40.1M | 0.01% |
288,351
-36,625
| -11% | -$5.09M |
|
674
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
| $40M | 0.01% |
2,332,908
+199,446
| +9% | +$3.42M |
|
675
Brighthouse Financial
BHF
$2.79B
| $39.8M | 0.01% |
901,968
+15,624
| +2% | +$689K |
|