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 |
Alibaba
BABA
|
+$2.55B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$459M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$316M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$293M |
| 5 |
GSK
GSK
|
+$251M |
Top Sells
| 1 |
Stellantis
STLA
|
+$991M |
| 2 |
Microsoft
MSFT
|
+$408M |
| 3 |
Apple
AAPL
|
+$315M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$296M |
| 5 |
Intel
INTC
|
+$283M |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Consumer Discretionary | 9.1% |
| 3 | Financials | 8.49% |
| 4 | Healthcare | 7.86% |
| 5 | Industrials | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1226
Alliant Energy
LNT
$16.7B
| $14.5M | ﹤0.01% |
267,268
-13,256
| -5% | -$718K |
|
1227
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $14.4M | ﹤0.01% |
220,490
+5,538
| +3% | +$362K |
|
1228
Host Hotels & Resorts
HST
$12.1B
| $14.4M | ﹤0.01% |
853,971
+235,198
| +38% | +$3.96M |
|
1229
iShares Residential and Multisector Real Estate ETF
REZ
$811M
| $14.4M | ﹤0.01% |
194,077
+13,323
| +7% | +$986K |
|
1230
Spirit AeroSystems
SPR
$4.54B
| $14.3M | ﹤0.01% |
294,784
+156,967
| +114% | +$7.64M |
|
1231
First Trust Emerging Markets AlphaDEX Fund
FEM
$468M
| $14.3M | ﹤0.01% |
542,808
+29,621
| +6% | +$781K |
|
1232
Brixmor Property Group
BRX
$8.57B
| $14.3M | ﹤0.01% |
707,184
-526,987
| -43% | -$10.7M |
|
1233
Lear
LEA
$5.62B
| $14.3M | ﹤0.01% |
78,930
-5,111
| -6% | -$926K |
|
1234
MongoDB
MDB
$26.9B
| $14.3M | ﹤0.01% |
53,417
+15,270
| +40% | +$4.08M |
|
1235
HF Sinclair
DINO
$9.56B
| $14.2M | ﹤0.01% |
398,211
-13,175
| -3% | -$471K |
|
1236
Coca-Cola Europacific Partners
CCEP
$40.7B
| $14.2M | ﹤0.01% |
273,111
+39,603
| +17% | +$2.07M |
|
1237
Davis Select US Equity ETF
DUSA
$796M
| $14.2M | ﹤0.01% |
430,523
-8,088
| -2% | -$267K |
|
|
TRIL
1238
DELISTED
Trillium Therapeutics Inc.
TRIL
| $14.2M | ﹤0.01% |
1,322,584
+577,954
| +78% | +$6.21M |
|
1239
Nuveen Municipal Credit Opportunities Fund
NMCO
$594M
| $14.2M | ﹤0.01% |
1,009,891
+77,879
| +8% | +$1.09M |
|
1240
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$367M
| $14.2M | ﹤0.01% |
138,472
+120,063
| +652% | +$12.3M |
|
1241
HSBC
HSBC
$238B
| $14.1M | ﹤0.01% |
485,512
+104,208
| +27% | +$3.04M |
|
1242
iShares Dow Jones US ETF
IYY
$2.63B
| $14.1M | ﹤0.01% |
141,364
+4,065
| +3% | +$406K |
|
1243
Newell Brands
NWL
$2.48B
| $14M | ﹤0.01% |
521,517
-323,196
| -38% | -$8.66M |
|
1244
Deckers Outdoor
DECK
$17.6B
| $13.9M | ﹤0.01% |
252,930
+157,722
| +166% | +$8.69M |
|
1245
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.67B
| $13.9M | ﹤0.01% |
469,663
-566,384
| -55% | -$16.8M |
|
1246
John Hancock Multifactor Small Cap ETF
JHSC
$609M
| $13.9M | ﹤0.01% |
410,499
-8,737
| -2% | -$296K |
|
1247
Western Alliance Bancorporation
WAL
$9.77B
| $13.9M | ﹤0.01% |
147,150
+72,398
| +97% | +$6.84M |
|
1248
Pacer Data & Infrastructure Real Estate ETF
SRVR
$431M
| $13.8M | ﹤0.01% |
381,547
-481,744
| -56% | -$17.4M |
|
|
WWE
1249
DELISTED
World Wrestling Entertainment
WWE
| $13.8M | ﹤0.01% |
254,226
+3,842
| +2% | +$208K |
|
1250
Popular Inc
BPOP
$8.34B
| $13.8M | ﹤0.01% |
196,134
+50,943
| +35% | +$3.58M |
|