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 |
Amazon
AMZN
|
+$432M |
| 2 |
Meta Platforms (Facebook)
META
|
+$388M |
| 3 |
UBS Group
UBS
|
+$264M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$228M |
| 5 |
Broadcom
AVGO
|
+$220M |
Top Sells
| 1 |
Alibaba
BABA
|
+$2.71B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$526M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$481M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$461M |
| 5 |
iShares China Large-Cap ETF
FXI
|
+$380M |
Sector Composition
| 1 | Technology | 15.52% |
| 2 | Financials | 9.63% |
| 3 | Consumer Discretionary | 8.23% |
| 4 | Healthcare | 7.95% |
| 5 | Communication Services | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Hubbell
HUBB
$23.8B
| $39M | 0.01% |
208,970
+192,741
| +1,188% | +$36M |
|
752
RingCentral
RNG
$2.79B
| $38.9M | 0.01% |
133,990
+76,771
| +134% | +$22.3M |
|
753
IQ MacKay Municipal Insured ETF
MMIN
$342M
| $38.9M | 0.01% |
1,406,118
+115,793
| +9% | +$3.2M |
|
754
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
| $38.7M | 0.01% |
1,723,785
-285,818
| -14% | -$6.41M |
|
755
MKS Inc. Common Stock
MKSI
$7.74B
| $38.5M | 0.01% |
216,498
+12,311
| +6% | +$2.19M |
|
756
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.86B
| $38.5M | 0.01% |
539,471
+55,532
| +11% | +$3.96M |
|
757
Apollo Global Management
APO
$78.6B
| $38.4M | 0.01% |
617,747
-73,521
| -11% | -$4.57M |
|
758
iShares US Energy ETF
IYE
$1.16B
| $38.3M | 0.01% |
1,317,445
+489,981
| +59% | +$14.3M |
|
759
BP
BP
$88.9B
| $38.3M | 0.01% |
1,449,064
-199,609
| -12% | -$5.27M |
|
760
Wheaton Precious Metals
WPM
$48.5B
| $38.2M | 0.01% |
867,337
-71,328
| -8% | -$3.14M |
|
761
Zai Lab
ZLAB
$3.57B
| $38.2M | 0.01% |
215,855
+22,963
| +12% | +$4.06M |
|
762
ZTO Express
ZTO
$15.4B
| $38.2M | 0.01% |
1,257,848
-835,460
| -40% | -$25.4M |
|
763
Veeva Systems
VEEV
$46B
| $38.2M | 0.01% |
122,716
-21,105
| -15% | -$6.56M |
|
764
iShares US Industrials ETF
IYJ
$1.69B
| $38.1M | 0.01% |
342,738
-22,128
| -6% | -$2.46M |
|
765
Otis Worldwide
OTIS
$34.9B
| $37.9M | 0.01% |
463,765
-169,481
| -27% | -$13.9M |
|
766
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.95B
| $37.9M | 0.01% |
549,762
-29,442
| -5% | -$2.03M |
|
767
Schwab US Large-Cap Value ETF
SCHV
$13.6B
| $37.9M | 0.01% |
1,660,896
+194,061
| +13% | +$4.42M |
|
768
Cboe Global Markets
CBOE
$24.7B
| $37.8M | 0.01% |
317,594
-126,973
| -29% | -$15.1M |
|
769
Snowflake
SNOW
$76.6B
| $37.7M | 0.01% |
156,004
+67,567
| +76% | +$16.3M |
|
770
Real Estate Select Sector SPDR Fund
XLRE
$7.81B
| $37.6M | 0.01% |
848,153
+124,982
| +17% | +$5.54M |
|
771
iShares Expanded Tech Sector ETF
IGM
$8.99B
| $37.5M | 0.01% |
556,416
-21,546
| -4% | -$1.45M |
|
772
ACM Research
ACMR
$1.94B
| $37M | 0.01% |
1,087,005
+1,086,405
| +181,068% | +$37M |
|
773
Arista Networks
ANET
$192B
| $37M | 0.01% |
1,631,760
+85,296
| +6% | +$1.93M |
|
774
Cleveland-Cliffs
CLF
$5.77B
| $36.8M | 0.01% |
1,708,437
+1,050,805
| +160% | +$22.7M |
|
775
Nuveen Municipal Value Fund
NUV
$1.85B
| $36.8M | 0.01% |
3,189,845
+27,732
| +0.9% | +$320K |
|