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 |
MON
Monsanto Co
MON
|
$631M |
| 2 |
Mondelez International
MDLZ
|
$554M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$419M |
| 4 |
Deutsche Bank
DB
|
$342M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$338M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.09B |
| 2 |
NXP Semiconductors
NXPI
|
$545M |
| 3 |
ETP
Energy Transfer Partners L.p.
ETP
|
$383M |
| 4 |
Hilton Worldwide
HLT
|
$338M |
| 5 |
CERN
Cerner Corp
CERN
|
$327M |
Sector Composition
| 1 | Financials | 9.59% |
| 2 | Healthcare | 8.36% |
| 3 | Technology | 7.75% |
| 4 | Industrials | 6.24% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MFH
7176
Mercurity Fintech Holding
MFH
$483M
| – | – | -1,258 | Closed | -$3K |
|
7177
Global X Millennial Consumer ETF
MILN
$128M
| $0 | ﹤0.01% | 5 -977 | -99% | – |
|
7178
Mind CTI
MNDO
$24.4M
| – | – | -402 | Closed | -$1K |
|
7179
Northeast Bank
NBN
$943M
| – | – | -1,506 | Closed | -$23K |
|
7180
New England Realty Associates
NEN
$252M
| – | – | -98 | Closed | -$7K |
|
7181
Neonode
NEON
$402M
| $0 | ﹤0.01% | 40 -5,969 | -99% | – |
|
7182
NiSun International Enterprise Development Group
NISN
$18.4M
| – | – | -365 | Closed | -$1K |
|