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 | |
|---|---|---|---|---|---|---|
776
Zebra Technologies
ZBRA
$15.6B
| $31.7M | 0.01% |
99,644
+8,340
| +9% | +$2.65M |
|
777
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.4B
| $31.6M | 0.01% |
391,671
-26,671
| -6% | -$2.15M |
|
778
Green Dot
GDOT
$757M
| $31.6M | 0.01% |
1,840,583
+394,548
| +27% | +$6.78M |
|
779
iShares Morningstar Value ETF
ILCV
$1.09B
| $31.6M | 0.01% |
494,796
-6,626
| -1% | -$423K |
|
|
ANSS
780
DELISTED
Ansys
ANSS
| $31.4M | 0.01% |
94,347
+5,941
| +7% | +$1.98M |
|
781
Schwab US Large-Cap Growth ETF
SCHG
$49B
| $31.4M | 0.01% |
1,924,720
-878,736
| -31% | -$14.3M |
|
782
Viatris
VTRS
$11.9B
| $31.4M | 0.01% |
3,259,097
+804,054
| +33% | +$7.73M |
|
783
Hologic
HOLX
$14.6B
| $31.3M | 0.01% |
387,390
+15,061
| +4% | +$1.22M |
|
784
Plains GP Holdings
PAGP
$3.67B
| $31.2M | 0.01% |
2,377,642
+317,373
| +15% | +$4.16M |
|
785
CDW
CDW
$22.4B
| $31.1M | 0.01% |
159,818
-88,070
| -36% | -$17.2M |
|
786
Liberty Media Series C
FWONK
$24.7B
| $31.1M | 0.01% |
430,135
+249,718
| +138% | +$18.1M |
|
787
Mid-America Apartment Communities
MAA
$16.6B
| $31M | 0.01% |
205,470
-14,934
| -7% | -$2.26M |
|
788
Global X Lithium & Battery Tech ETF
LIT
$1.12B
| $30.8M | 0.01% |
485,115
+89,449
| +23% | +$5.68M |
|
789
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
| $30.8M | 0.01% |
1,217,322
+534,483
| +78% | +$13.5M |
|
790
VanEck CEF Muni Income ETF
XMPT
$176M
| $30.7M | 0.01% |
1,416,522
+1,046,618
| +283% | +$22.7M |
|
791
iShares MSCI Australia ETF
EWA
$1.54B
| $30.7M | 0.01% |
1,339,810
+362,888
| +37% | +$8.32M |
|
792
iQIYI
IQ
$2.5B
| $30.7M | 0.01% |
4,221,461
+3,063,517
| +265% | +$22.3M |
|
793
Vodafone
VOD
$28B
| $30.7M | 0.01% |
2,781,015
+607,341
| +28% | +$6.71M |
|
794
DocuSign
DOCU
$15.9B
| $30.6M | 0.01% |
525,203
-162,329
| -24% | -$9.46M |
|
795
Ameren
AEE
$26.8B
| $30.4M | 0.01% |
352,110
+39,244
| +13% | +$3.39M |
|
796
Quest Diagnostics
DGX
$20.1B
| $30.4M | 0.01% |
214,800
-140,049
| -39% | -$19.8M |
|
797
StoneCo
STNE
$4.71B
| $30.2M | 0.01% |
3,168,450
-164,621
| -5% | -$1.57M |
|
798
International Paper
IP
$24.5B
| $30.2M | 0.01% |
837,598
+7,446
| +0.9% | +$269K |
|
799
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.91B
| $30.1M | 0.01% |
377,862
+61,858
| +20% | +$4.93M |
|
800
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.85B
| $30.1M | 0.01% |
298,845
-98,319
| -25% | -$9.9M |
|