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 | |
|---|---|---|---|---|---|---|
1026
Amdocs
DOX
$9.39B
| $19.6M | 0.01% |
204,218
-81,650
| -29% | -$7.84M |
|
1027
Unum
UNM
$12.8B
| $19.6M | 0.01% |
494,920
+114,317
| +30% | +$4.52M |
|
1028
CBRE Group
CBRE
$49.4B
| $19.5M | 0.01% |
268,448
-239,014
| -47% | -$17.4M |
|
1029
SPDR S&P Bank ETF
KBE
$1.56B
| $19.5M | 0.01% |
527,015
-422,426
| -44% | -$15.7M |
|
1030
Wolfspeed
WOLF
$294M
| $19.5M | 0.01% |
300,530
+164,037
| +120% | +$10.7M |
|
1031
Broadridge
BR
$29.8B
| $19.5M | 0.01% |
132,859
-25,145
| -16% | -$3.69M |
|
1032
First Trust Small Cap Core AlphaDEX Fund
FYX
$894M
| $19.5M | 0.01% |
241,505
-11,237
| -4% | -$906K |
|
1033
Schwab US Broad Market ETF
SCHB
$36.9B
| $19.3M | 0.01% |
1,211,550
-74,142
| -6% | -$1.18M |
|
1034
Cheniere Energy
CQP
$25.8B
| $19.3M | 0.01% |
407,469
-44,320
| -10% | -$2.1M |
|
1035
Sun Life Financial
SLF
$33.5B
| $19.2M | 0.01% |
411,429
+192,108
| +88% | +$8.97M |
|
1036
First Trust Technology AlphaDEX Fund
FXL
$1.42B
| $19.1M | 0.01% |
181,977
-40,252
| -18% | -$4.23M |
|
1037
iShares Global Energy ETF
IXC
$1.85B
| $19.1M | 0.01% |
505,558
+82,103
| +19% | +$3.1M |
|
1038
iShares Russell Top 200 Value ETF
IWX
$2.83B
| $19.1M | 0.01% |
293,153
-6,801
| -2% | -$443K |
|
1039
Brown & Brown
BRO
$31.1B
| $19.1M | 0.01% |
331,861
-9,841
| -3% | -$565K |
|
1040
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$709M
| $19M | 0.01% |
847,213
+179,839
| +27% | +$4.04M |
|
1041
BioMarin Pharmaceuticals
BMRN
$10.7B
| $19M | 0.01% |
195,545
-471,739
| -71% | -$45.9M |
|
1042
Canadian Natural Resources
CNQ
$65B
| $18.9M | 0.01% |
683,660
-90,866
| -12% | -$2.51M |
|
1043
VeriSign
VRSN
$27B
| $18.8M | 0.01% |
89,140
-12,290
| -12% | -$2.6M |
|
1044
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$114M
| $18.8M | 0.01% |
570,585
-57,464
| -9% | -$1.9M |
|
1045
Cloudflare
NET
$78.3B
| $18.8M | 0.01% |
305,057
+89,014
| +41% | +$5.49M |
|
1046
Pinterest
PINS
$23.8B
| $18.8M | 0.01% |
688,880
+97,616
| +17% | +$2.66M |
|
1047
iShares CMBS ETF
CMBS
$467M
| $18.8M | 0.01% |
406,523
-26,385
| -6% | -$1.22M |
|
1048
Albertsons Companies
ACI
$10.5B
| $18.8M | 0.01% |
902,934
-331,394
| -27% | -$6.89M |
|
1049
iShares Expanded Tech Sector ETF
IGM
$8.98B
| $18.8M | 0.01% |
331,602
-34,062
| -9% | -$1.93M |
|
1050
Invesco NASDAQ Internet ETF
PNQI
$812M
| $18.6M | 0.01% |
660,735
-119,035
| -15% | -$3.35M |
|