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 |
SPDR S&P 500 ETF Trust
SPY
|
+$417M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$259M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$259M |
| 4 |
PPL Corp
PPL
|
+$248M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
+$215M |
Top Sells
| 1 |
Apple
AAPL
|
+$578M |
| 2 |
Microsoft
MSFT
|
+$452M |
| 3 |
Accenture
ACN
|
+$327M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$288M |
| 5 |
Chevron
CVX
|
+$266M |
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Healthcare | 8.77% |
| 3 | Financials | 8.68% |
| 4 | Consumer Discretionary | 6.48% |
| 5 | Industrials | 5.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Interpublic Group of Companies
IPG
$9.67B
| $13.6M | 0.01% |
494,907
+143,538
| +41% | +$3.95M |
|
1177
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$284M
| $13.6M | 0.01% |
292,026
+184,907
| +173% | +$8.62M |
|
1178
IAC Inc
IAC
$2.89B
| $13.6M | 0.01% |
218,275
-72,364
| -25% | -$4.51M |
|
1179
Invesco S&P SmallCap Low Volatility ETF
XSLV
$259M
| $13.6M | 0.01% |
305,436
+44,180
| +17% | +$1.97M |
|
1180
Invesco Ultra Short Duration ETF
GSY
$3.03B
| $13.6M | 0.01% |
274,146
-232,660
| -46% | -$11.5M |
|
1181
Popular Inc
BPOP
$8.34B
| $13.6M | 0.01% |
176,561
+15,979
| +10% | +$1.23M |
|
1182
Nuveen Select Tax-Free Income Portfolio
NXP
$737M
| $13.5M | 0.01% |
988,609
+287,300
| +41% | +$3.93M |
|
1183
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$396M
| $13.5M | 0.01% |
418,429
+76,757
| +22% | +$2.48M |
|
1184
iShares MSCI Germany ETF
EWG
$2.39B
| $13.5M | 0.01% |
587,800
+193,323
| +49% | +$4.45M |
|
1185
John Hancock Multifactor Small Cap ETF
JHSC
$609M
| $13.5M | 0.01% |
461,526
+1,721
| +0.4% | +$50.3K |
|
1186
Essential Utilities
WTRG
$10.7B
| $13.5M | 0.01% |
293,945
-47,400
| -14% | -$2.17M |
|
1187
Cloudflare
NET
$77.1B
| $13.4M | 0.01% |
306,510
+52,582
| +21% | +$2.3M |
|
1188
Nuveen Taxable Municipal Income Fund
NBB
$477M
| $13.4M | 0.01% |
752,046
+10,046
| +1% | +$179K |
|
1189
ResMed
RMD
$39.6B
| $13.4M | 0.01% |
63,804
+14,766
| +30% | +$3.1M |
|
1190
iShares Dow Jones US ETF
IYY
$2.63B
| $13.3M | 0.01% |
144,112
-5,146
| -3% | -$475K |
|
1191
ALPS Equal Sector Weight ETF
EQL
$556M
| $13.3M | 0.01% |
426,585
-2,355
| -0.5% | -$73.5K |
|
1192
Masimo
MASI
$8.01B
| $13.3M | 0.01% |
101,784
-103,318
| -50% | -$13.5M |
|
1193
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
| $13.3M | 0.01% |
558,727
+87,939
| +19% | +$2.09M |
|
1194
Exelixis
EXEL
$10.5B
| $13.3M | 0.01% |
637,821
+395,724
| +163% | +$8.24M |
|
1195
Arvinas
ARVN
$568M
| $13.2M | 0.01% |
314,297
-98,730
| -24% | -$4.16M |
|
1196
PTC
PTC
$24.6B
| $13.2M | 0.01% |
124,377
+66,211
| +114% | +$7.04M |
|
1197
H&R Block
HRB
$6.86B
| $13.2M | 0.01% |
374,187
-67,611
| -15% | -$2.39M |
|
1198
Global X MLP & Energy Infrastructure ETF
MLPX
$2.6B
| $13.2M | 0.01% |
346,627
+32,224
| +10% | +$1.23M |
|
1199
Voya Financial
VOYA
$7.44B
| $13.2M | 0.01% |
221,056
-95,206
| -30% | -$5.67M |
|
1200
Invesco
IVZ
$10B
| $13.1M | 0.01% |
815,118
+31,164
| +4% | +$503K |
|