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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
ProShares Short QQQ
PSQ
$538M
| $14M | 0.01% |
101,112
+36,430
| +56% | +$5.05M |
|
1177
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.06B
| $14M | 0.01% |
196,598
-14,330
| -7% | -$1.02M |
|
1178
Armstrong World Industries
AWI
$8.56B
| $14M | 0.01% |
144,902
-23,802
| -14% | -$2.3M |
|
1179
Nordson
NDSN
$12.7B
| $14M | 0.01% |
95,674
+6,535
| +7% | +$956K |
|
1180
Franklin Resources
BEN
$12.9B
| $14M | 0.01% |
484,561
+206,247
| +74% | +$5.95M |
|
|
RC
1181
Ready Capital
RC
$697M
| $13.9M | 0.01% |
871,634
+806,034
| +1,229% | +$12.8M |
|
1182
Evergy
EVRG
$16.6B
| $13.8M | 0.01% |
208,059
+31,751
| +18% | +$2.11M |
|
1183
Toro Company
TTC
$7.81B
| $13.8M | 0.01% |
188,853
-11,136
| -6% | -$816K |
|
1184
Alliant Energy
LNT
$16.6B
| $13.8M | 0.01% |
256,241
-180,126
| -41% | -$9.71M |
|
1185
SPDR Dow Jones REIT ETF
RWR
$1.88B
| $13.8M | 0.01% |
131,560
+635
| +0.5% | +$66.4K |
|
1186
Ionis Pharmaceuticals
IONS
$10.2B
| $13.7M | 0.01% |
229,125
+83,646
| +57% | +$5.01M |
|
1187
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.12B
| $13.7M | 0.01% |
438,928
-41,704
| -9% | -$1.3M |
|
|
MNDT
1188
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $13.7M | 0.01% |
1,025,892
+53,128
| +5% | +$709K |
|
1189
Nomad Foods
NOMD
$2.14B
| $13.6M | 0.01% |
663,962
-35,277
| -5% | -$723K |
|
1190
Ralph Lauren
RL
$19.1B
| $13.6M | 0.01% |
142,536
+61,495
| +76% | +$5.87M |
|
1191
Schwab US Large-Cap Growth ETF
SCHG
$49.3B
| $13.6M | 0.01% |
1,295,824
+10,872
| +0.8% | +$114K |
|
1192
Cheesecake Factory
CAKE
$2.89B
| $13.6M | 0.01% |
326,122
+71,427
| +28% | +$2.98M |
|
1193
Cheniere Energy
LNG
$52B
| $13.6M | 0.01% |
215,439
-99,738
| -32% | -$6.29M |
|
1194
NetApp
NTAP
$24.9B
| $13.6M | 0.01% |
258,216
-384,301
| -60% | -$20.2M |
|
1195
iShares Global Healthcare ETF
IXJ
$3.89B
| $13.6M | 0.01% |
221,942
+2,079
| +0.9% | +$127K |
|
1196
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1.07B
| $13.5M | 0.01% |
548,731
+62,859
| +13% | +$1.55M |
|
1197
Ericsson
ERIC
$26.8B
| $13.5M | 0.01% |
1,691,993
-28,471
| -2% | -$227K |
|
1198
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$55M
| $13.5M | 0.01% |
385,521
-86,015
| -18% | -$3.01M |
|
|
PBCT
1199
DELISTED
People's United Financial Inc
PBCT
| $13.5M | 0.01% |
862,467
-542,552
| -39% | -$8.48M |
|
1200
Goldman Sachs BDC
GSBD
$1.3B
| $13.5M | 0.01% |
671,044
-14,991
| -2% | -$301K |
|