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 | |
|---|---|---|---|---|---|---|
1351
Caesars Entertainment
CZR
$5.22B
| $10.3M | ﹤0.01% |
210,711
+93,184
| +79% | +$4.55M |
|
1352
Kayne Anderson Energy Infrastructure Fund
KYN
$2.06B
| $10.3M | ﹤0.01% |
1,189,626
-307,201
| -21% | -$2.65M |
|
1353
IAC Inc
IAC
$2.89B
| $10.3M | ﹤0.01% |
242,815
-52,502
| -18% | -$2.22M |
|
1354
iShares International Dividend Growth ETF
IGRO
$1.19B
| $10.3M | ﹤0.01% |
169,225
+34,499
| +26% | +$2.09M |
|
1355
SPDR MSCI ACWI ex-US ETF
CWI
$2.01B
| $10.2M | ﹤0.01% |
398,191
-53,152
| -12% | -$1.37M |
|
1356
Ashland
ASH
$2.41B
| $10.2M | ﹤0.01% |
99,632
-40,532
| -29% | -$4.16M |
|
1357
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.93B
| $10.2M | ﹤0.01% |
294,307
+87,070
| +42% | +$3.03M |
|
1358
BlackRock Credit Allocation Income Trust
BTZ
$1.04B
| $10.2M | ﹤0.01% |
992,885
-96,967
| -9% | -$998K |
|
1359
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.07B
| $10.2M | ﹤0.01% |
68,820
-6,276
| -8% | -$928K |
|
1360
ProShares Short Dow30
DOG
$122M
| $10.1M | ﹤0.01% |
304,320
+72,466
| +31% | +$2.41M |
|
1361
Blackstone Mortgage Trust
BXMT
$3.35B
| $10.1M | ﹤0.01% |
566,565
+81,182
| +17% | +$1.45M |
|
1362
Carnival Corp
CCL
$42.7B
| $10.1M | ﹤0.01% |
994,207
-111,196
| -10% | -$1.13M |
|
1363
iShares Select U.S. REIT ETF
ICF
$1.93B
| $10.1M | ﹤0.01% |
181,089
-7,605
| -4% | -$422K |
|
1364
Nuveen ESG Mid-Cap Value ETF
NUMV
$399M
| $10M | ﹤0.01% |
349,049
-91,979
| -21% | -$2.64M |
|
1365
Invesco BuyBack Achievers ETF
PKW
$1.48B
| $10M | ﹤0.01% |
117,534
-6,331
| -5% | -$539K |
|
1366
Westlake Chemical Partners
WLKP
$763M
| $9.96M | ﹤0.01% |
452,561
+13,296
| +3% | +$293K |
|
1367
ScottsMiracle-Gro
SMG
$3.51B
| $9.93M | ﹤0.01% |
142,404
+28,584
| +25% | +$1.99M |
|
1368
Crown Holdings
CCK
$11.2B
| $9.9M | ﹤0.01% |
119,638
-96,824
| -45% | -$8.01M |
|
1369
STAG Industrial
STAG
$6.77B
| $9.89M | ﹤0.01% |
292,478
-30,709
| -10% | -$1.04M |
|
|
WIRE
1370
DELISTED
Encore Wire Corp
WIRE
| $9.89M | ﹤0.01% |
53,370
+82
| +0.2% | +$15.2K |
|
1371
Gentherm
THRM
$1.06B
| $9.89M | ﹤0.01% |
163,694
-7,098
| -4% | -$429K |
|
1372
Sociedad Química y Minera de Chile
SQM
$12B
| $9.89M | ﹤0.01% |
121,987
+60,002
| +97% | +$4.86M |
|
1373
First Trust Utilities AlphaDEX Fund
FXU
$1.71B
| $9.86M | ﹤0.01% |
300,299
-47,998
| -14% | -$1.58M |
|
1374
Civitas Resources
CIVI
$3.02B
| $9.85M | ﹤0.01% |
144,066
-49,834
| -26% | -$3.41M |
|
1375
iShares Cybersecurity and Tech ETF
IHAK
$938M
| $9.81M | ﹤0.01% |
269,814
-118,181
| -30% | -$4.3M |
|