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 | |
|---|---|---|---|---|---|---|
701
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $40.6M | 0.01% |
1,034,166
+32,193
| +3% | +$1.26M |
|
702
Super Micro Computer
SMCI
$26.1B
| $40.6M | 0.01% |
1,478,910
+257,630
| +21% | +$7.06M |
|
703
Schwab Fundamental International Large Company Index ETF
FNDF
$17.5B
| $40.4M | 0.01% |
1,276,304
-23,651
| -2% | -$749K |
|
704
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.04B
| $40.1M | 0.01% |
1,994,891
+237,028
| +13% | +$4.77M |
|
705
SPDR Bloomberg Convertible Securities ETF
CWB
$4.46B
| $40M | 0.01% |
590,688
-27,753
| -4% | -$1.88M |
|
706
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
| $39.8M | 0.01% |
424,190
-55,358
| -12% | -$5.2M |
|
707
First Trust Smith Unconstrained Bond ETF
UCON
$2.97B
| $39.8M | 0.01% |
1,664,683
-183,934
| -10% | -$4.4M |
|
708
iShares MSCI Mexico ETF
EWW
$1.86B
| $39.5M | 0.01% |
678,918
-394,952
| -37% | -$23M |
|
709
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.06B
| $39.2M | 0.01% |
268,027
-8,908
| -3% | -$1.3M |
|
710
iShares MSCI South Korea ETF
EWY
$5.38B
| $39.2M | 0.01% |
664,917
-78,844
| -11% | -$4.65M |
|
711
International Paper
IP
$24.5B
| $39.2M | 0.01% |
1,104,571
+519,041
| +89% | +$18.4M |
|
712
Global X US Infrastructure Development ETF
PAVE
$9.36B
| $39.1M | 0.01% |
1,287,311
+208,753
| +19% | +$6.34M |
|
713
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.09B
| $39.1M | 0.01% |
1,688,944
-26,425
| -2% | -$611K |
|
714
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.22B
| $39.1M | 0.01% |
893,603
-44,808
| -5% | -$1.96M |
|
715
Ameren
AEE
$26.8B
| $39M | 0.01% |
521,680
+335,398
| +180% | +$25.1M |
|
716
eBay
EBAY
$41.7B
| $38.5M | 0.01% |
872,162
-66,051
| -7% | -$2.91M |
|
717
Akamai
AKAM
$11B
| $38.4M | 0.01% |
360,428
+32,512
| +10% | +$3.46M |
|
718
WisdomTree US SmallCap Earnings Fund
EES
$631M
| $38.4M | 0.01% |
886,447
-18,986
| -2% | -$822K |
|
719
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.97B
| $38.3M | 0.01% |
1,098,053
+38,834
| +4% | +$1.36M |
|
720
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
| $38.3M | 0.01% |
2,038,676
-582,500
| -22% | -$10.9M |
|
721
Jacobs Solutions
J
$17.3B
| $37.9M | 0.01% |
335,697
+82,265
| +32% | +$9.29M |
|
722
Trade Desk
TTD
$22.6B
| $37.8M | 0.01% |
484,277
+87,083
| +22% | +$6.81M |
|
723
NIO
NIO
$12.8B
| $37.7M | 0.01% |
4,173,406
+1,103,676
| +36% | +$9.98M |
|
724
NNN REIT
NNN
$8.06B
| $37.6M | 0.01% |
1,065,051
+942,259
| +767% | +$33.3M |
|
725
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$424M
| $37.5M | 0.01% |
489,279
+6,908
| +1% | +$530K |
|