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 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Vornado Realty Trust
VNO
$7.77B
| $70.6M | 0.01% |
1,680,387
+1,366,866
| +436% | +$57.5M |
|
902
Molson Coors Class B
TAP
$9.7B
| $70.5M | 0.01% |
1,229,181
+375,946
| +44% | +$21.5M |
|
903
MKS Inc. Common Stock
MKSI
$7.43B
| $70.3M | 0.01% |
672,962
+247,794
| +58% | +$25.9M |
|
904
Skechers
SKX
$9.5B
| $69.9M | 0.01% |
1,039,574
+695,996
| +203% | +$46.8M |
|
905
Nokia
NOK
$24.6B
| $69.8M | 0.01% |
15,766,238
+11,720,577
| +290% | +$51.9M |
|
906
KeyCorp
KEY
$21.1B
| $69.8M | 0.01% |
4,073,371
+273,290
| +7% | +$4.68M |
|
907
Cenovus Energy
CVE
$30.7B
| $69.8M | 0.01% |
4,604,016
+3,514,222
| +322% | +$53.2M |
|
|
PARA
908
DELISTED
Paramount Global Class B
PARA
| $69.6M | 0.01% |
6,652,226
+1,696,274
| +34% | +$17.7M |
|
909
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $69.5M | 0.01% |
697,835
-382,618
| -35% | -$38.1M |
|
910
Healthpeak Properties
DOC
$12.5B
| $69.1M | 0.01% |
3,411,170
+1,309,282
| +62% | +$26.5M |
|
911
KE Holdings
BEKE
$23.5B
| $69M | 0.01% |
3,747,171
-520,196
| -12% | -$9.58M |
|
912
Steris
STE
$24B
| $69M | 0.01% |
335,651
+26,468
| +9% | +$5.44M |
|
913
Albertsons Companies
ACI
$10.4B
| $69M | 0.01% |
3,511,711
+2,439,152
| +227% | +$47.9M |
|
914
SAP
SAP
$303B
| $69M | 0.01% |
280,123
+211,377
| +307% | +$52M |
|
915
Molina Healthcare
MOH
$9.71B
| $68.9M | 0.01% |
236,751
+118,780
| +101% | +$34.6M |
|
916
Visteon
VC
$3.42B
| $68.9M | 0.01% |
776,117
+691,866
| +821% | +$61.4M |
|
|
HCP
917
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $68.8M | 0.01% |
2,012,112
+1,574,878
| +360% | +$53.9M |
|
918
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $68.7M | 0.01% |
1,645,467
+451,057
| +38% | +$18.8M |
|
919
Hexcel
HXL
$4.93B
| $68.6M | 0.01% |
1,093,862
+1,053,467
| +2,608% | +$66.1M |
|
920
Schwab International Equity ETF
SCHF
$50.9B
| $68.5M | 0.01% |
3,700,270
+88,370
| +2% | +$1.63M |
|
921
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.92B
| $68.3M | 0.01% |
2,355,404
+121,259
| +5% | +$3.52M |
|
922
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.39B
| $68.3M | 0.01% |
2,747,347
-1,783,420
| -39% | -$44.3M |
|
923
Brighthouse Financial
BHF
$2.79B
| $68.3M | 0.01% |
1,421,613
+390,700
| +38% | +$18.8M |
|
924
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.06B
| $68.3M | 0.01% |
2,891,164
-53,858
| -2% | -$1.27M |
|
925
Alnylam Pharmaceuticals
ALNY
$61.5B
| $68.2M | 0.01% |
289,966
+134,295
| +86% | +$31.6M |
|