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
|
+$2.8B |
| 2 |
American International
AIG
|
+$505M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$342M |
| 4 |
Xerox
XRX
|
+$300M |
| 5 |
PepsiCo
PEP
|
+$294M |
Top Sells
| 1 |
Apple
AAPL
|
+$375M |
| 2 |
Qualcomm
QCOM
|
+$339M |
| 3 |
Johnson & Johnson
JNJ
|
+$304M |
| 4 |
Eversource Energy
ES
|
+$287M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$275M |
Sector Composition
| 1 | Financials | 9.82% |
| 2 | Healthcare | 7.64% |
| 3 | Energy | 7.34% |
| 4 | Technology | 7.3% |
| 5 | Consumer Discretionary | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Harley-Davidson
HOG
$3.63B
| $6.87M | ﹤0.01% |
125,059
+7,464
| +6% | +$410K |
|
|
NCZ
1277
Virtus Convertible & Income Fund II
NCZ
$262M
| $6.86M | ﹤0.01% |
324,929
-36,760
| -10% | -$776K |
|
|
TOO
1278
DELISTED
Teekay Offshore Partners L.P.
TOO
| $6.85M | ﹤0.01% |
476,297
-116,515
| -20% | -$1.68M |
|
1279
SFL Corp
SFL
$1.06B
| $6.84M | ﹤0.01% |
420,620
+63,782
| +18% | +$1.04M |
|
1280
Nu Skin
NUS
$596M
| $6.83M | ﹤0.01% |
165,536
-44,039
| -21% | -$1.82M |
|
1281
Veeco
VECO
$1.52B
| $6.82M | ﹤0.01% |
332,585
-553,170
| -62% | -$11.3M |
|
|
CYT
1282
DELISTED
CYTEC INDS INC
CYT
| $6.81M | ﹤0.01% |
92,231
+65,407
| +244% | +$4.83M |
|
1283
SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$180M
| $6.8M | ﹤0.01% |
403,000
+800
| +0.2% | +$13.5K |
|
1284
Synopsys
SNPS
$79B
| $6.79M | ﹤0.01% |
147,139
-73,971
| -33% | -$3.42M |
|
1285
ALPS International Sector Dividend Dogs ETF
IDOG
$386M
| $6.79M | ﹤0.01% |
292,249
+16,910
| +6% | +$393K |
|
1286
CVR Energy
CVI
$3.13B
| $6.78M | ﹤0.01% |
165,196
+41,708
| +34% | +$1.71M |
|
1287
Green Plains
GPRE
$631M
| $6.78M | ﹤0.01% |
348,167
+345,961
| +15,683% | +$6.73M |
|
1288
Invesco Water Resources ETF
PHO
$2.21B
| $6.77M | ﹤0.01% |
329,567
-362
| -0.1% | -$7.44K |
|
1289
RPM International
RPM
$16.2B
| $6.77M | ﹤0.01% |
161,578
-8,168
| -5% | -$342K |
|
1290
iShares MSCI Belgium ETF
EWK
$36.7M
| $6.76M | ﹤0.01% |
410,624
-234,112
| -36% | -$3.86M |
|
1291
Ametek
AME
$43.9B
| $6.75M | ﹤0.01% |
129,027
-4,306
| -3% | -$225K |
|
1292
DigitalBridge
DBRG
$2.2B
| $6.75M | ﹤0.01% |
117,518
-120,183
| -51% | -$6.9M |
|
1293
Telefonica
TEF
$30.3B
| $6.73M | ﹤0.01% |
740,817
-23,251
| -3% | -$211K |
|
|
THQ
1294
abrdn Healthcare Opportunities Fund
THQ
$709M
| $6.72M | ﹤0.01% |
412,510
+33,866
| +9% | +$552K |
|
|
BIN
1295
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $6.72M | ﹤0.01% |
254,196
+248,697
| +4,523% | +$6.57M |
|
|
XLKS
1296
DELISTED
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
| $6.69M | ﹤0.01% |
137,762
+5,449
| +4% | +$264K |
|
1297
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.1B
| $6.68M | ﹤0.01% |
220,340
-101,294
| -31% | -$3.07M |
|
1298
NiSource
NI
$19.3B
| $6.68M | ﹤0.01% |
359,919
+46,202
| +15% | +$857K |
|
1299
iShares Currency Hedged MSCI Japan ETF
HEWJ
$395M
| $6.67M | ﹤0.01% |
242,832
+75,404
| +45% | +$2.07M |
|
1300
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$98.7M
| $6.65M | ﹤0.01% |
123,328
+112,812
| +1,073% | +$6.08M |
|