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
|
+$4.2B |
| 2 |
Apple
AAPL
|
+$2.09B |
| 3 |
UBS Group
UBS
|
+$1.68B |
| 4 |
Microsoft
MSFT
|
+$1.34B |
| 5 |
Qualcomm
QCOM
|
+$1.25B |
Top Sells
Sector Composition
| 1 | Financials | 10.63% |
| 2 | Energy | 9.17% |
| 3 | Technology | 8.86% |
| 4 | Healthcare | 8.79% |
| 5 | Industrials | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ETFC
1251
DELISTED
E*Trade Financial Corporation
ETFC
| $8.33M | 0.01% |
+343,329
| New | +$8.33M |
|
1252
Steel Dynamics
STLD
$19.2B
| $8.3M | 0.01% |
+420,614
| New | +$8.3M |
|
1253
iShares US Telecommunications ETF
IYZ
$607M
| $8.27M | 0.01% |
+282,508
| New | +$8.27M |
|
1254
Calumet Specialty Products
CLMT
$1.51B
| $8.27M | 0.01% |
+368,893
| New | +$8.27M |
|
1255
Teradyne
TER
$17.9B
| $8.27M | 0.01% |
+417,683
| New | +$8.27M |
|
1256
United States Oil Fund
USO
$911M
| $8.26M | 0.01% |
+50,706
| New | +$8.26M |
|
1257
Delek US
DK
$1.68B
| $8.26M | 0.01% |
+302,726
| New | +$8.26M |
|
|
ANH
1258
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $8.24M | 0.01% |
+1,570,216
| New | +$8.24M |
|
|
ROYT
1259
DELISTED
PACIFIC COAST OIL TRUST
ROYT
| $8.24M | 0.01% |
+1,606,550
| New | +$8.24M |
|
1260
ASGN Inc
ASGN
$2.26B
| $8.23M | 0.01% |
+247,864
| New | +$8.23M |
|
|
IM
1261
DELISTED
Ingram Micro
IM
| $8.22M | 0.01% |
+297,246
| New | +$8.22M |
|
|
CS
1262
DELISTED
Credit Suisse Group
CS
| $8.18M | 0.01% |
+325,941
| New | +$8.18M |
|
1263
Civeo
CVEO
$287M
| $8.17M | 0.01% |
+165,685
| New | +$8.17M |
|
1264
VanEck Agribusiness ETF
MOO
$627M
| $8.16M | 0.01% |
+155,390
| New | +$8.16M |
|
1265
WisdomTree Emerging Markets Local Debt Fund
ELD
$74.8M
| $8.15M | 0.01% |
+195,885
| New | +$8.15M |
|
1266
iShares Mortgage Real Estate ETF
REM
$610M
| $8.15M | 0.01% |
+173,896
| New | +$8.15M |
|
1267
NetEase
NTES
$96.8B
| $8.14M | 0.01% |
+410,665
| New | +$8.14M |
|
1268
ASE Group
ASX
$24B
| $8.13M | 0.01% |
+1,326,446
| New | +$8.13M |
|
|
BWLD
1269
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $8.12M | 0.01% |
+44,998
| New | +$8.12M |
|
1270
JetBlue
JBLU
$1.84B
| $8.1M | 0.01% |
+510,967
| New | +$8.1M |
|
|
RSX
1271
DELISTED
VanEck Russia ETF
RSX
| $8.1M | 0.01% |
+553,564
| New | +$8.1M |
|
1272
SPDR S&P Metals & Mining ETF
XME
$2.39B
| $8.09M | 0.01% |
+261,987
| New | +$8.09M |
|
1273
Markel Group
MKL
$24.7B
| $8.08M | 0.01% |
+11,840
| New | +$8.08M |
|
|
VVC
1274
DELISTED
Vectren Corporation
VVC
| $8.06M | 0.01% |
+174,266
| New | +$8.06M |
|
1275
Westlake Chemical Partners
WLKP
$763M
| $8.06M | 0.01% |
+277,762
| New | +$8.06M |
|