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 | |
|---|---|---|---|---|---|---|
1226
Ambac
AMBC
$413M
| $13M | ﹤0.01% |
839,268
+451,498
| +116% | +$6.99M |
|
1227
First Trust Consumer Staples AlphaDEX Fund
FXG
$286M
| $12.9M | ﹤0.01% |
208,317
-31,192
| -13% | -$1.94M |
|
1228
Revvity
RVTY
$9.62B
| $12.9M | ﹤0.01% |
96,594
-75,546
| -44% | -$10.1M |
|
1229
Sunoco
SUN
$6.85B
| $12.9M | ﹤0.01% |
293,266
-30,298
| -9% | -$1.33M |
|
1230
Global X MLP & Energy Infrastructure ETF
MLPX
$2.6B
| $12.9M | ﹤0.01% |
321,710
-8,609
| -3% | -$344K |
|
1231
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.61B
| $12.8M | ﹤0.01% |
435,969
-12,122
| -3% | -$357K |
|
1232
e.l.f. Beauty
ELF
$7.67B
| $12.8M | ﹤0.01% |
155,231
-53,115
| -25% | -$4.37M |
|
1233
Regency Centers
REG
$13B
| $12.8M | ﹤0.01% |
208,843
+9,765
| +5% | +$597K |
|
1234
Skechers
SKX
$9.49B
| $12.7M | ﹤0.01% |
268,008
+153,963
| +135% | +$7.32M |
|
1235
Lamb Weston
LW
$7.86B
| $12.7M | ﹤0.01% |
121,817
-232,919
| -66% | -$24.3M |
|
|
GLOP
1236
DELISTED
GASLOG PARTNERS LP
GLOP
| $12.7M | ﹤0.01% |
1,510,855
+1,441,739
| +2,086% | +$12.1M |
|
1237
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.01B
| $12.7M | ﹤0.01% |
374,048
+41,946
| +13% | +$1.43M |
|
1238
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $12.7M | ﹤0.01% |
507,334
-34
| -0% | -$851 |
|
1239
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$248M
| $12.7M | ﹤0.01% |
372,030
-77,540
| -17% | -$2.64M |
|
1240
Franklin FTSE Japan ETF
FLJP
$2.38B
| $12.7M | ﹤0.01% |
490,517
+15,148
| +3% | +$392K |
|
1241
Neurocrine Biosciences
NBIX
$14.1B
| $12.6M | ﹤0.01% |
124,626
-92,172
| -43% | -$9.33M |
|
1242
Match Group
MTCH
$9.08B
| $12.6M | ﹤0.01% |
327,711
+109,913
| +50% | +$4.22M |
|
1243
Global X Silver Miners ETF NEW
SIL
$3.19B
| $12.6M | ﹤0.01% |
408,930
-52,322
| -11% | -$1.61M |
|
1244
Bloom Energy
BE
$15.7B
| $12.5M | ﹤0.01% |
629,315
-6,418
| -1% | -$128K |
|
|
BTX
1245
BlackRock Technology and Private Equity Term Trust
BTX
$809M
| $12.5M | ﹤0.01% |
1,557,755
+84,153
| +6% | +$676K |
|
1246
Vipshop
VIPS
$8.97B
| $12.5M | ﹤0.01% |
823,567
-130,491
| -14% | -$1.98M |
|
1247
iShares International Equity Factor ETF
INTF
$2.41B
| $12.5M | ﹤0.01% |
470,973
+14,782
| +3% | +$392K |
|
1248
Starwood Property Trust
STWD
$7.52B
| $12.5M | ﹤0.01% |
705,227
-43,879
| -6% | -$776K |
|
1249
AGCO
AGCO
$8.13B
| $12.4M | ﹤0.01% |
92,053
+26,024
| +39% | +$3.52M |
|
1250
Coca-Cola Femsa
KOF
$18B
| $12.4M | ﹤0.01% |
154,598
+38,527
| +33% | +$3.1M |
|