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 | |
|---|---|---|---|---|---|---|
1201
iShares MSCI Singapore ETF
EWS
$819M
| $13.8M | 0.01% |
694,970
+189,550
| +38% | +$3.76M |
|
1202
M&T Bank
MTB
$31.1B
| $13.8M | 0.01% |
115,269
-175,254
| -60% | -$21M |
|
1203
Live Nation Entertainment
LYV
$40.3B
| $13.7M | 0.01% |
195,781
-48,568
| -20% | -$3.4M |
|
1204
Federal Signal
FSS
$7.62B
| $13.7M | 0.01% |
252,174
-73,851
| -23% | -$4M |
|
1205
Synchrony
SYF
$28.2B
| $13.6M | 0.01% |
467,138
-300,165
| -39% | -$8.73M |
|
1206
Blackstone Secured Lending
BXSL
$6.57B
| $13.6M | 0.01% |
544,324
+79,393
| +17% | +$1.98M |
|
1207
Donaldson
DCI
$9.44B
| $13.6M | 0.01% |
207,600
-174
| -0.1% | -$11.4K |
|
1208
CarMax
KMX
$9.07B
| $13.6M | 0.01% |
210,860
+137,308
| +187% | +$8.83M |
|
1209
Invesco Taxable Municipal Bond ETF
BAB
$921M
| $13.5M | ﹤0.01% |
503,898
+53,091
| +12% | +$1.43M |
|
1210
Atlanta Braves Holdings Series B
BATRK
$2.63B
| $13.5M | ﹤0.01% |
399,851
+36,952
| +10% | +$1.24M |
|
1211
Tencent Music
TME
$38.6B
| $13.5M | ﹤0.01% |
1,624,408
-105,043
| -6% | -$870K |
|
1212
SPDR S&P Semiconductor ETF
XSD
$1.48B
| $13.4M | ﹤0.01% |
64,444
+2,063
| +3% | +$430K |
|
1213
Lamar Advertising Co
LAMR
$12.9B
| $13.4M | ﹤0.01% |
134,395
+15,472
| +13% | +$1.55M |
|
1214
Lear
LEA
$5.71B
| $13.4M | ﹤0.01% |
96,095
+11,078
| +13% | +$1.55M |
|
1215
Reliance Steel & Aluminium
RS
$15.4B
| $13.4M | ﹤0.01% |
52,209
-96,825
| -65% | -$24.9M |
|
1216
Invesco DB US Dollar Index Bullish Fund
UUP
$162M
| $13.4M | ﹤0.01% |
480,613
+9,980
| +2% | +$278K |
|
1217
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $13.4M | ﹤0.01% |
524,005
-235,249
| -31% | -$6M |
|
1218
First Trust Nasdaq Oil & Gas ETF
FTXN
$118M
| $13.3M | ﹤0.01% |
+493,205
| New | +$13.3M |
|
1219
IDEX
IEX
$12.1B
| $13.3M | ﹤0.01% |
57,513
+27,725
| +93% | +$6.41M |
|
1220
Invesco S&P SmallCap Low Volatility ETF
XSLV
$260M
| $13.2M | ﹤0.01% |
312,534
-16,130
| -5% | -$683K |
|
1221
BlackRock MuniYield Quality Fund III
MYI
$732M
| $13.2M | ﹤0.01% |
1,167,096
-61,380
| -5% | -$696K |
|
|
PBT
1222
Permian Basin Royalty Trust
PBT
$836M
| $13.2M | ﹤0.01% |
539,650
-34,038
| -6% | -$831K |
|
1223
Teladoc Health
TDOC
$1.36B
| $13.2M | ﹤0.01% |
508,105
-671,960
| -57% | -$17.4M |
|
1224
Impinj
PI
$5.25B
| $13M | ﹤0.01% |
96,294
+10,026
| +12% | +$1.36M |
|
1225
Deckers Outdoor
DECK
$17.5B
| $13M | ﹤0.01% |
173,988
+61,374
| +54% | +$4.6M |
|