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 | +$1.56B | |
| 2 | +$585M | |
| 3 | +$582M | |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 | +$660M | |
| 2 | +$549M | |
| 3 | +$513M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.46% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
9501
Harte-Hanks
HHS
$27.1M
| – | – |
-335
|
|
||
9502
Direxion Daily S&P 500 High Beta Bear 3X Shares
HIBS
$27.9M
| – | – |
-6,197
|
|
||
9503
GraniteShares HIPS US High Income ETF
HIPS
$112M
| – | – |
-365
|
|
||
9504
Hitek Global
HKIT
$54.8M
| – | – |
-4,297
|
|
||
|
HLGE
9505
DELISTED
Hartford Longevity Economy ETF
HLGE
| – | – |
-225
|
|
||
9506
Hartford Municipal Opportunities ETF
HMOP
$586M
| – | – |
-2,758
|
|
||
9507
Hennessy Advisors
HNNA
$77.9M
| – | – |
-33
|
|