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 | |
|---|---|---|---|---|---|---|
876
Kroger
KR
$44.4B
| $16.2M | 0.01% |
+505,274
| New | +$16.2M |
|
877
Sixth Street Specialty
TSLX
$2.32B
| $16.2M | 0.01% |
+961,024
| New | +$16.2M |
|
878
DTE Energy
DTE
$28.4B
| $16.1M | 0.01% |
+219,683
| New | +$16.1M |
|
879
Garmin
GRMN
$46.4B
| $16M | 0.01% |
+303,651
| New | +$16M |
|
880
Masco
MAS
$15.7B
| $16M | 0.01% |
+722,658
| New | +$16M |
|
|
MRO
881
DELISTED
Marathon Oil Corporation
MRO
| $16M | 0.01% |
+565,404
| New | +$16M |
|
882
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.72B
| $16M | 0.01% |
+377,654
| New | +$16M |
|
883
Terex
TEX
$3.49B
| $16M | 0.01% |
+573,539
| New | +$16M |
|
|
DATA
884
DELISTED
Tableau Software, Inc.
DATA
| $16M | 0.01% |
+188,513
| New | +$16M |
|
885
BorgWarner
BWA
$9.6B
| $16M | 0.01% |
+330,006
| New | +$16M |
|
886
Lazard
LAZ
$5.35B
| $16M | 0.01% |
+319,012
| New | +$16M |
|
|
MMT
887
MFS Multimarket Income Trust
MMT
$264M
| $16M | 0.01% |
+2,453,957
| New | +$16M |
|
888
Vanguard Total International Stock ETF
VXUS
$105B
| $15.9M | 0.01% |
+329,594
| New | +$15.9M |
|
889
VanEck Intermediate Muni ETF
ITM
$1.97B
| $15.9M | 0.01% |
+336,381
| New | +$15.9M |
|
890
CMS Energy
CMS
$21.5B
| $15.9M | 0.01% |
+456,879
| New | +$15.9M |
|
891
L3Harris
LHX
$52.5B
| $15.9M | 0.01% |
+220,869
| New | +$15.9M |
|
|
BSCG
892
DELISTED
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
| $15.8M | 0.01% |
+716,274
| New | +$15.8M |
|
893
iShares MSCI EAFE Growth ETF
EFG
$13.5B
| $15.8M | 0.01% |
+239,465
| New | +$15.8M |
|
|
SWN
894
DELISTED
Southwestern Energy Company
SWN
| $15.8M | 0.01% |
+577,355
| New | +$15.8M |
|
895
Manulife Financial
MFC
$54B
| $15.7M | 0.01% |
+822,557
| New | +$15.7M |
|
896
Reinsurance Group of America
RGA
$12.9B
| $15.7M | 0.01% |
+179,200
| New | +$15.7M |
|
897
Icahn Enterprises
IEP
$4.79B
| $15.7M | 0.01% |
+169,554
| New | +$15.7M |
|
898
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $15.7M | 0.01% |
+115,991
| New | +$15.7M |
|
899
W.W. Grainger
GWW
$48.5B
| $15.7M | 0.01% |
+61,470
| New | +$15.7M |
|
900
Hanesbrands
HBI
$2.25B
| $15.6M | 0.01% |
+559,836
| New | +$15.6M |
|