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 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.2B |
| 2 |
Apple
AAPL
|
+$2.09B |
| 3 |
UBS Group
UBS
|
+$1.68B |
| 4 |
Microsoft
MSFT
|
+$1.34B |
| 5 |
Qualcomm
QCOM
|
+$1.25B |
Top Sells
Sector Composition
| 1 | Financials | 10.63% |
| 2 | Energy | 9.17% |
| 3 | Technology | 8.86% |
| 4 | Healthcare | 8.79% |
| 5 | Industrials | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
CBRE Group
CBRE
$48.4B
| $17.9M | 0.01% |
+522,206
| New | +$17.9M |
|
827
NetApp
NTAP
$24.7B
| $17.8M | 0.01% |
+430,572
| New | +$17.8M |
|
828
Petrobras
PBR
$82.2B
| $17.8M | 0.01% |
+2,434,035
| New | +$17.8M |
|
829
CenterPoint Energy
CNP
$24.7B
| $17.8M | 0.01% |
+758,112
| New | +$17.8M |
|
830
Corpay
CPAY
$21.5B
| $17.7M | 0.01% |
+118,819
| New | +$17.7M |
|
|
GHY
831
PGIM Global High Yield Fund
GHY
$547M
| $17.7M | 0.01% |
+1,109,196
| New | +$17.7M |
|
832
Hormel Foods
HRL
$13.7B
| $17.6M | 0.01% |
+676,770
| New | +$17.6M |
|
833
iShares Europe ETF
IEV
$2.32B
| $17.6M | 0.01% |
+413,403
| New | +$17.6M |
|
834
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$354M
| $17.5M | 0.01% |
+932,594
| New | +$17.5M |
|
835
WisdomTree US High Dividend Fund
DHS
$1.29B
| $17.5M | 0.01% |
+284,529
| New | +$17.5M |
|
836
Mattel
MAT
$5.78B
| $17.5M | 0.01% |
+565,810
| New | +$17.5M |
|
837
Boston Properties
BXP
$11.7B
| $17.5M | 0.01% |
+135,944
| New | +$17.5M |
|
838
Acuity Brands
AYI
$10.1B
| $17.5M | 0.01% |
+124,791
| New | +$17.5M |
|
839
Navient
NAVI
$1.29B
| $17.4M | 0.01% |
+806,968
| New | +$17.4M |
|
840
iShares MSCI ACWI ex US ETF
ACWX
$6.73B
| $17.4M | 0.01% |
+405,233
| New | +$17.4M |
|
|
ARG
841
DELISTED
AIRGAS INC
ARG
| $17.4M | 0.01% |
+151,134
| New | +$17.4M |
|
|
ADAM
842
Adamas Trust, Inc. Common Stock
ADAM
$659M
| $17.4M | 0.01% |
+563,857
| New | +$17.4M |
|
843
iShares US Consumer Staples ETF
IYK
$1.32B
| $17.4M | 0.01% |
+497,964
| New | +$17.4M |
|
844
Bunge Global
BG
$16.5B
| $17.2M | 0.01% |
+189,504
| New | +$17.2M |
|
845
Insmed
INSM
$30.8B
| $17.2M | 0.01% |
+1,113,337
| New | +$17.2M |
|
846
ProShares Short S&P500
SH
$1.23B
| $17.2M | 0.01% |
+98,826
| New | +$17.2M |
|
847
Invesco Biotechnology & Genome ETF
PBE
$223M
| $17.2M | 0.01% |
+342,440
| New | +$17.2M |
|
|
ARDC
848
Are Dynamic Credit Allocation Fund
ARDC
$353M
| $17.2M | 0.01% |
+1,086,237
| New | +$17.2M |
|
849
F5
FFIV
$18.8B
| $17.2M | 0.01% |
+131,609
| New | +$17.2M |
|
|
MTGE
850
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $17.1M | 0.01% |
+907,985
| New | +$17.1M |
|