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 | |
|---|---|---|---|---|---|---|
851
Robert Half
RHI
$3.56B
| $28.9M | 0.01% |
394,403
+42,490
| +12% | +$3.11M |
|
852
Graco
GGG
$14.1B
| $28.7M | 0.01% |
394,329
+27,914
| +8% | +$2.03M |
|
853
Albertsons Companies
ACI
$10.4B
| $28.6M | 0.01% |
1,258,467
+96,126
| +8% | +$2.19M |
|
854
iShares Global 100 ETF
IOO
$7.12B
| $28.6M | 0.01% |
390,136
+10,562
| +3% | +$774K |
|
855
Avantis US Small Cap Value ETF
AVUV
$18.3B
| $28.5M | 0.01% |
365,734
+22,694
| +7% | +$1.77M |
|
856
BRF SA
BRFS
$5.99B
| $28.5M | 0.01% |
13,902,531
+5,357,987
| +63% | +$11M |
|
857
Weibo
WB
$2.98B
| $28.4M | 0.01% |
2,268,124
+2,119,673
| +1,428% | +$26.6M |
|
858
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.91B
| $28.3M | 0.01% |
495,626
+7,604
| +2% | +$434K |
|
859
Sun Communities
SUI
$16.1B
| $28.3M | 0.01% |
238,997
-70,178
| -23% | -$8.3M |
|
860
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.4B
| $28.3M | 0.01% |
805,697
-25,802
| -3% | -$905K |
|
861
BorgWarner
BWA
$9.34B
| $28.2M | 0.01% |
698,477
+87,407
| +14% | +$3.53M |
|
862
Guggenheim Strategic Opportunities Fund
GOF
$2.65B
| $28.1M | 0.01% |
1,899,465
+283,118
| +18% | +$4.19M |
|
863
TransDigm Group
TDG
$72.5B
| $28.1M | 0.01% |
33,313
-41,706
| -56% | -$35.2M |
|
864
BlackRock Health Sciences Trust II
BMEZ
$903M
| $28.1M | 0.01% |
1,948,740
-132,247
| -6% | -$1.91M |
|
865
abrdn Physical Gold Shares ETF
SGOL
$5.8B
| $28.1M | 0.01% |
1,585,849
+25,403
| +2% | +$449K |
|
866
LPL Financial
LPLA
$27.4B
| $28M | 0.01% |
117,895
+26,931
| +30% | +$6.4M |
|
867
VanEck Intermediate Muni ETF
ITM
$1.97B
| $27.9M | 0.01% |
633,530
+231,515
| +58% | +$10.2M |
|
868
Crane Co
CR
$10.5B
| $27.8M | 0.01% |
312,917
-19,130
| -6% | -$1.7M |
|
869
IQ MacKay Municipal Intermediate ETF
MMIT
$1.09B
| $27.7M | 0.01% |
1,178,861
+221,438
| +23% | +$5.2M |
|
870
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.34B
| $27.7M | 0.01% |
638,131
+76,811
| +14% | +$3.33M |
|
871
Unum
UNM
$12.6B
| $27.7M | 0.01% |
562,518
+212,824
| +61% | +$10.5M |
|
872
Sarepta Therapeutics
SRPT
$1.8B
| $27.6M | 0.01% |
227,871
+11,531
| +5% | +$1.4M |
|
873
Willis Towers Watson
WTW
$32.2B
| $27.5M | 0.01% |
131,780
-73,733
| -36% | -$15.4M |
|
|
EDR
874
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $27.4M | 0.01% |
1,376,500
+361,195
| +36% | +$7.19M |
|
875
Baxter International
BAX
$12.3B
| $27.4M | 0.01% |
725,238
+147,749
| +26% | +$5.58M |
|