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
|
+$1.56B |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$720M |
| 3 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$652M |
| 4 |
Truist Financial
TFC
|
+$553M |
| 5 |
VanEck Gold Miners ETF
GDX
|
+$298M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.36B |
| 2 |
Alibaba
BABA
|
+$872M |
| 3 |
AABA
Altaba Inc. Common Stock
AABA
|
+$759M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$503M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
+$467M |
Sector Composition
| 1 | Technology | 12.45% |
| 2 | Financials | 9.35% |
| 3 | Healthcare | 8.43% |
| 4 | Consumer Discretionary | 6.92% |
| 5 | Industrials | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Equity Lifestyle Properties
ELS
$11.8B
| $28.1M | 0.01% |
399,454
+92,884
| +30% | +$6.54M |
|
877
Weibo
WB
$2.96B
| $28.1M | 0.01% |
605,221
+83,845
| +16% | +$3.89M |
|
878
NNN REIT
NNN
$8.11B
| $28M | 0.01% |
521,928
+221,274
| +74% | +$11.9M |
|
879
VeriSign
VRSN
$26.5B
| $27.9M | 0.01% |
144,836
-1,287
| -0.9% | -$248K |
|
880
Revvity
RVTY
$9.74B
| $27.9M | 0.01% |
287,340
+47,016
| +20% | +$4.57M |
|
881
Marriott International Class A Common Stock
MAR
$71.5B
| $27.7M | 0.01% |
183,249
-112,129
| -38% | -$17M |
|
|
VER
882
DELISTED
VEREIT, Inc.
VER
| $27.7M | 0.01% |
600,102
+522,882
| +677% | +$24.2M |
|
883
Vale
VALE
$44.8B
| $27.6M | 0.01% |
2,089,096
-311,331
| -13% | -$4.11M |
|
884
TEGNA Inc
TGNA
$3.38B
| $27.5M | 0.01% |
1,649,286
-5,741,989
| -78% | -$95.8M |
|
885
SPDR S&P Aerospace & Defense ETF
XAR
$4.02B
| $27.5M | 0.01% |
252,165
-954
| -0.4% | -$104K |
|
886
MarketAxess Holdings
MKTX
$6.93B
| $27.5M | 0.01% |
72,536
-4,165
| -5% | -$1.58M |
|
887
iShares Europe ETF
IEV
$2.33B
| $27.5M | 0.01% |
585,464
+74
| +0% | +$3.48K |
|
888
UDR
UDR
$12.7B
| $27.4M | 0.01% |
587,110
+467,298
| +390% | +$21.8M |
|
889
ResMed
RMD
$39.8B
| $27.4M | 0.01% |
176,725
+28,222
| +19% | +$4.37M |
|
|
B
890
Barrick Mining Corporation
B
$49.5B
| $27.3M | 0.01% |
1,470,028
-23,686
| -2% | -$440K |
|
891
United States Natural Gas Fund
UNG
$592M
| $27.3M | 0.01% |
405,052
+348,695
| +619% | +$23.5M |
|
892
ICICI Bank
IBN
$113B
| $27.2M | 0.01% |
1,804,974
+179,882
| +11% | +$2.71M |
|
893
Host Hotels & Resorts
HST
$12.2B
| $27.2M | 0.01% |
1,464,409
+145,516
| +11% | +$2.7M |
|
894
Ball Corp
BALL
$13.7B
| $27.2M | 0.01% |
420,009
-9,850
| -2% | -$637K |
|
|
ARR
895
Armour Residential REIT
ARR
$1.75B
| $27.2M | 0.01% |
303,932
+55,059
| +22% | +$4.92M |
|
896
Iron Mountain
IRM
$29B
| $27.1M | 0.01% |
850,022
+440,111
| +107% | +$14M |
|
897
Loews
L
$20B
| $27M | 0.01% |
514,314
+98,093
| +24% | +$5.15M |
|
898
Veeva Systems
VEEV
$45.4B
| $27M | 0.01% |
191,917
-67,358
| -26% | -$9.47M |
|
|
ABB
899
DELISTED
ABB Ltd.
ABB
| $27M | 0.01% |
1,120,493
-119,414
| -10% | -$2.88M |
|
900
CMS Energy
CMS
$21.3B
| $26.8M | 0.01% |
427,054
+147,459
| +53% | +$9.27M |
|