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
|
$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$729M |
| 3 |
Union Pacific
UNP
|
$209M |
| 4 |
Alcon
ALC
|
$183M |
| 5 |
Linde
LIN
|
$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
$927M |
| 2 |
Apple
AAPL
|
$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$535M |
| 5 |
TSMC
TSM
|
$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FATBW
10151
DELISTED
FAT Brands Inc. Warrant
FATBW
| – | – | -99 | Closed | -$173 |
|
|
FBZ
10152
DELISTED
First Trust Brazil AlphaDEX Fund
FBZ
| – | – | -970 | Closed | -$10.2K |
|
10153
Fidelity International Multifactor ETF
FDEV
$184M
| – | – | -944 | Closed | -$22.8K |
|
10154
Fidelity Women's Leadership ETF
FDWM
$4.4M
| – | – | -18 | Closed | -$303 |
|
10155
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
FEIG
$43.3M
| – | – | -264 | Closed | -$10.6K |
|
10156
Frequency Electronics
FEIM
$314M
| – | – | -2,629 | Closed | -$18.5K |
|
10157
Femasys
FEMY
$11.6M
| – | – | -1,282 | Closed | -$1.15K |
|
|
FENG
10158
Phoenix New Media
FENG
$28.7M
| – | – | -3,324 | Closed | -$8.91K |
|
10159
FT Vest US Equity Buffer ETF February
FFEB
$1.1B
| – | – | -3,634 | Closed | -$129K |
|