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 | |
|---|---|---|---|---|---|---|
1151
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.65B
| $15.3M | 0.01% |
1,302,465
-191,009
| -13% | -$2.25M |
|
1152
Rexford Industrial Realty
REXR
$10.3B
| $15.3M | 0.01% |
256,042
+28,298
| +12% | +$1.69M |
|
1153
Global X US Preferred ETF
PFFD
$2.37B
| $15.2M | 0.01% |
764,480
-93,364
| -11% | -$1.85M |
|
1154
Nuveen ESG Large-Cap Growth ETF
NULG
$1.79B
| $15.2M | 0.01% |
272,219
-27,550
| -9% | -$1.54M |
|
1155
Hubbell
HUBB
$23.6B
| $15.1M | 0.01% |
62,248
+9,338
| +18% | +$2.27M |
|
1156
Qiagen
QGEN
$9.89B
| $15.1M | 0.01% |
310,353
+290,216
| +1,441% | +$14.1M |
|
1157
A.O. Smith
AOS
$10.2B
| $15.1M | 0.01% |
218,492
-29,472
| -12% | -$2.04M |
|
1158
abrdn Physical Platinum Shares ETF
PPLT
$1.64B
| $15.1M | 0.01% |
164,054
-846
| -0.5% | -$77.8K |
|
1159
Invesco Municipal Opportunity Trust
VMO
$639M
| $15M | 0.01% |
1,534,130
-59,332
| -4% | -$582K |
|
1160
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.4B
| $15M | 0.01% |
342,331
-7,785
| -2% | -$342K |
|
1161
Etsy
ETSY
$5.82B
| $15M | 0.01% |
135,018
+68,604
| +103% | +$7.64M |
|
1162
Masco
MAS
$15.5B
| $15M | 0.01% |
301,494
+71,926
| +31% | +$3.58M |
|
|
TBLD
1163
Thornburg Income Builder Opportunities Trust
TBLD
$647M
| $15M | 0.01% |
960,277
+65,331
| +7% | +$1.02M |
|
1164
Northern Trust
NTRS
$24.7B
| $15M | 0.01% |
170,060
-70,086
| -29% | -$6.18M |
|
1165
Snap
SNAP
$12.3B
| $15M | 0.01% |
1,334,876
-2,131,831
| -61% | -$23.9M |
|
1166
John B. Sanfilippo & Son
JBSS
$735M
| $14.9M | 0.01% |
154,165
-1,841
| -1% | -$178K |
|
1167
iShares MSCI Germany ETF
EWG
$2.39B
| $14.9M | 0.01% |
524,750
+4,139
| +0.8% | +$118K |
|
1168
Tradeweb Markets
TW
$25.5B
| $14.9M | 0.01% |
188,995
-31,894
| -14% | -$2.52M |
|
1169
United Therapeutics
UTHR
$18.3B
| $14.9M | 0.01% |
66,679
+11,679
| +21% | +$2.62M |
|
1170
UFP Industries
UFPI
$5.91B
| $14.9M | 0.01% |
187,775
+10,793
| +6% | +$858K |
|
1171
Sealed Air
SEE
$4.99B
| $14.9M | 0.01% |
324,613
-5,956
| -2% | -$273K |
|
1172
Manulife Financial
MFC
$53.8B
| $14.9M | 0.01% |
810,692
-198,953
| -20% | -$3.65M |
|
1173
Okta
OKTA
$16.2B
| $14.8M | 0.01% |
171,410
-69,602
| -29% | -$6M |
|
1174
HF Sinclair
DINO
$9.62B
| $14.7M | 0.01% |
304,850
+98,003
| +47% | +$4.74M |
|
1175
Tyler Technologies
TYL
$23.7B
| $14.7M | 0.01% |
41,562
+3,320
| +9% | +$1.18M |
|