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 |
Invesco QQQ Trust
QQQ
|
+$425M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$375M |
| 3 |
CRH
CRH
|
+$264M |
| 4 |
Advanced Micro Devices
AMD
|
+$216M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$205M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$523M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$455M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$382M |
| 4 |
Microsoft
MSFT
|
+$350M |
| 5 |
UnitedHealth
UNH
|
+$320M |
Sector Composition
| 1 | Technology | 16.51% |
| 2 | Financials | 8.9% |
| 3 | Healthcare | 8.35% |
| 4 | Consumer Discretionary | 6.66% |
| 5 | Industrials | 5.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
| $46.6M | 0.02% |
1,178,941
-9,473
| -0.8% | -$374K |
|
|
JNPR
652
DELISTED
Juniper Networks
JNPR
| $46.4M | 0.02% |
1,668,898
-366,056
| -18% | -$10.2M |
|
653
Quest Diagnostics
DGX
$20.1B
| $46.2M | 0.02% |
378,846
+127,093
| +50% | +$15.5M |
|
654
SPDR S&P Homebuilders ETF
XHB
$1.91B
| $46.1M | 0.02% |
602,545
+274,463
| +84% | +$21M |
|
655
Global X MLP ETF
MLPA
$1.82B
| $46.1M | 0.02% |
1,034,261
-21,554
| -2% | -$961K |
|
656
iShares Russell Top 200 Growth ETF
IWY
$15.2B
| $46M | 0.02% |
299,197
-3,521
| -1% | -$542K |
|
657
Align Technology
ALGN
$9.64B
| $45.9M | 0.02% |
150,305
+2,148
| +1% | +$656K |
|
658
Ares Capital
ARCC
$15.8B
| $45.8M | 0.02% |
2,351,147
-234,632
| -9% | -$4.57M |
|
659
Schwab US TIPS ETF
SCHP
$14.1B
| $45.7M | 0.02% |
1,808,910
-301,310
| -14% | -$7.61M |
|
660
WEC Energy
WEC
$35.2B
| $45.5M | 0.02% |
564,659
-11,196
| -2% | -$902K |
|
661
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.01B
| $45.5M | 0.02% |
1,704,729
-32,201
| -2% | -$859K |
|
662
Eastman Chemical
EMN
$7.47B
| $45.2M | 0.02% |
588,790
+5,615
| +1% | +$431K |
|
|
ANSS
663
DELISTED
Ansys
ANSS
| $45.2M | 0.02% |
151,749
+12,124
| +9% | +$3.61M |
|
664
Invesco Water Resources ETF
PHO
$2.2B
| $45M | 0.02% |
846,971
+10,965
| +1% | +$583K |
|
665
Howmet Aerospace
HWM
$74.1B
| $44.9M | 0.02% |
969,950
-145,004
| -13% | -$6.71M |
|
666
XPeng
XPEV
$19.1B
| $44.9M | 0.02% |
2,442,935
+2,290,309
| +1,501% | +$42.1M |
|
667
Dover
DOV
$24.1B
| $44.8M | 0.02% |
321,212
-42,520
| -12% | -$5.93M |
|
668
Monolithic Power Systems
MPWR
$41B
| $44.8M | 0.02% |
96,929
+9,080
| +10% | +$4.19M |
|
669
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $44.8M | 0.02% |
1,067,697
-140,944
| -12% | -$5.91M |
|
670
Sanofi
SNY
$115B
| $44.6M | 0.02% |
830,860
-19,730
| -2% | -$1.06M |
|
671
Fastenal
FAST
$55.1B
| $44.3M | 0.02% |
1,622,718
-541,030
| -25% | -$14.8M |
|
672
iShares MSCI KLD 400 Social ETF
DSI
$4.85B
| $44M | 0.02% |
540,976
-25,267
| -4% | -$2.06M |
|
673
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $44M | 0.02% |
453,755
-71,720
| -14% | -$6.95M |
|
674
MGM Resorts International
MGM
$9.79B
| $43.9M | 0.02% |
1,194,617
+496,923
| +71% | +$18.3M |
|
675
Enphase Energy
ENPH
$4.85B
| $43.7M | 0.02% |
363,506
+64,231
| +21% | +$7.72M |
|