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 | |
|---|---|---|---|---|---|---|
726
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.26B
| $35.7M | 0.01% |
1,158,502
-63,337
| -5% | -$1.95M |
|
727
Fifth Third Bancorp
FITB
$30.1B
| $35.7M | 0.01% |
1,338,954
+19,011
| +1% | +$506K |
|
728
Campbell Soup
CPB
$9.98B
| $35.7M | 0.01% |
648,714
+38,974
| +6% | +$2.14M |
|
729
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $35.5M | 0.01% |
382,338
-129,370
| -25% | -$12M |
|
730
eBay
EBAY
$41.7B
| $35.2M | 0.01% |
793,098
+26,241
| +3% | +$1.16M |
|
731
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $34.9M | 0.01% |
1,406,863
+271,051
| +24% | +$6.73M |
|
732
J.M. Smucker
SJM
$11.7B
| $34.9M | 0.01% |
221,877
+32,294
| +17% | +$5.08M |
|
733
WisdomTree US MidCap Fund
EZM
$818M
| $34.9M | 0.01% |
701,295
+10,132
| +1% | +$504K |
|
734
Las Vegas Sands
LVS
$37.4B
| $34.9M | 0.01% |
606,892
+19,789
| +3% | +$1.14M |
|
735
Pultegroup
PHM
$26.7B
| $34.8M | 0.01% |
597,812
+212,947
| +55% | +$12.4M |
|
736
Invesco Short Term Treasury ETF
TBLL
$2.18B
| $34.8M | 0.01% |
330,008
+16,290
| +5% | +$1.72M |
|
737
Yelp
YELP
$1.97B
| $34.6M | 0.01% |
1,127,860
+92,743
| +9% | +$2.85M |
|
738
Pacer Global Cash Cows Dividend ETF
GCOW
$2.46B
| $34.5M | 0.01% |
1,025,972
+368,231
| +56% | +$12.4M |
|
739
Verisk Analytics
VRSK
$36.7B
| $34.2M | 0.01% |
178,500
-1,890
| -1% | -$363K |
|
740
Trade Desk
TTD
$22.6B
| $34.2M | 0.01% |
561,508
+96,035
| +21% | +$5.85M |
|
741
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.8B
| $34.2M | 0.01% |
403,746
+115,350
| +40% | +$9.77M |
|
742
iShares MSCI Canada ETF
EWC
$3.25B
| $34M | 0.01% |
995,971
+94,252
| +10% | +$3.22M |
|
743
iShares Global Tech ETF
IXN
$5.89B
| $34M | 0.01% |
624,559
-15,046
| -2% | -$818K |
|
744
Vanguard Total International Bond ETF
BNDX
$68.5B
| $33.9M | 0.01% |
693,243
-5,897
| -0.8% | -$288K |
|
745
BCE
BCE
$22.5B
| $33.8M | 0.01% |
755,532
-25,622
| -3% | -$1.15M |
|
746
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.15B
| $33.5M | 0.01% |
794,668
-136,947
| -15% | -$5.78M |
|
|
ETG
747
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.61B
| $33.4M | 0.01% |
2,070,961
-41,753
| -2% | -$674K |
|
748
STMicroelectronics
STM
$23B
| $33.4M | 0.01% |
624,911
+304,815
| +95% | +$16.3M |
|
749
Royal Caribbean
RCL
$92.8B
| $33.3M | 0.01% |
510,714
+230,528
| +82% | +$15.1M |
|
750
Nuveen Quality Municipal Income Fund
NAD
$2.76B
| $33.2M | 0.01% |
2,881,058
-218,080
| -7% | -$2.51M |
|