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 |
Microsoft
MSFT
|
$3.04B |
| 2 |
Apple
AAPL
|
$2B |
| 3 |
NVIDIA
NVDA
|
$1.79B |
| 4 |
Amazon
AMZN
|
$1.24B |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.07B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$555M |
| 2 |
Schlumberger
SLB
|
$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$362M |
| 4 |
iShares Gold Trust
IAU
|
$322M |
| 5 |
CRH
CRH
|
$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
9026
Dolphin Entertainment
DLPN
$14M
| – | – | -5,650 | Closed | -$9.66K |
|
9027
FT Vest US Equity Deep Buffer ETF March
DMAR
$358M
| – | – | -933 | Closed | -$31.6K |
|
9028
WisdomTree US MidCap Dividend Fund
DON
$3.83B
| – | – | -1,677,080 | Closed | -$76.6M |
|
9029
DURECT Corp
DRRX
$59.6M
| – | – | -8,077 | Closed | -$4.77K |
|
|
DRUG
9030
Bright Minds Biosciences
DRUG
$276M
| – | – | -622 | Closed | -$889 |
|
9031
Distillate Small/Mid Cash Flow ETF
DSMC
$107M
| – | – | -5 | Closed | -$172 |
|
9032
Aptus Large Cap Enhanced Yield ETF
DUBS
$246M
| – | – | -1,385 | Closed | -$37K |
|
|
DUO
9033
Fangdd Network Group
DUO
$9.33M
| – | – | -1,938 | Closed | -$1.3K |
|
9034
Direxion Daily Industrials Bull 3X Shares
DUSL
$39.9M
| – | – | -338 | Closed | -$14.6K |
|
9035
BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
$118M
| – | – | -2,571 | Closed | -$31.6K |
|