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
|
$1.56B |
| 2 |
Eaton
ETN
|
$585M |
| 3 |
SPDR Gold Trust
GLD
|
$582M |
| 4 |
Hewlett Packard
HPE
|
$514M |
| 5 |
Southwest Airlines
LUV
|
$510M |
Top Sells
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
$660M |
| 2 |
Phillips 66
PSX
|
$549M |
| 3 |
Microsoft
MSFT
|
$513M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$480M |
| 5 |
Boeing
BA
|
$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Wintrust Financial
WTFC
$9.22B
| $38.4M | 0.01% | 341,490 +95,641 | +39% | +$10.8M |
|
1352
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $38.4M | 0.01% | 1,154,878 +19,465 | +2% | +$647K |
|
1353
Duolingo
DUOL
$14.6B
| $38.4M | 0.01% | 123,573 +69,424 | +128% | +$21.6M |
|
1354
Service Corp International
SCI
$11.2B
| $38.2M | 0.01% | 476,565 -188,691 | -28% | -$15.1M |
|
1355
Houlihan Lokey
HLI
$14.1B
| $38.1M | 0.01% | 236,205 -2,761 | -1% | -$446K |
|
1356
Knight Transportation
KNX
$7.18B
| $38.1M | 0.01% | 876,885 -94,125 | -10% | -$4.09M |
|
1357
IQ MacKay Municipal Intermediate ETF
MMIT
$1.08B
| $38.1M | 0.01% | 1,590,860 +104,649 | +7% | +$2.51M |
|
1358
Federated Hermes
FHI
$4.2B
| $38M | 0.01% | 933,141 +123,674 | +15% | +$5.04M |
|
1359
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.66B
| $38M | 0.01% | 3,990,995 +3,226,095 | +422% | +$30.7M |
|
1360
Huntsman Corp
HUN
$1.91B
| $38M | 0.01% | 2,403,942 +1,069,670 | +80% | +$16.9M |
|
1361
Cinemark Holdings
CNK
$2.98B
| $37.9M | 0.01% | 1,524,168 -145,974 | -9% | -$3.63M |
|
1362
Medical Properties Trust
MPW
$2.66B
| $37.8M | 0.01% | 6,261,075 -3,221,979 | -34% | -$19.4M |
|
1363
Camden Property Trust
CPT
$11.8B
| $37.7M | 0.01% | 307,981 +94,349 | +44% | +$11.5M |
|
|
PARA
1364
DELISTED
Paramount Global Class B
PARA
| $37.5M | 0.01% | 3,138,452 -3,513,774 | -53% | -$42M |
|
1365
Credit Acceptance
CACC
$5.73B
| $37.5M | 0.01% | 72,628 +26,772 | +58% | +$13.8M |
|
1366
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$330M
| $37.4M | 0.01% | 1,635,666 +40,772 | +3% | +$933K |
|
1367
WisdomTree US MidCap Fund
EZM
$818M
| $37.4M | 0.01% | 627,826 -178,723 | -22% | -$10.7M |
|
1368
EastGroup Properties
EGP
$9B
| $37.4M | 0.01% | 212,221 +144,045 | +211% | +$25.4M |
|
1369
VSE Corp
VSEC
$3.41B
| $37.4M | 0.01% | 311,330 -370 | -0.1% | -$44.4K |
|
1370
Fidelity Blue Chip Growth ETF
FBCG
$4.69B
| $37.3M | 0.01% | 933,006 +47,545 | +5% | +$1.9M |
|
1371
Wingstop
WING
$9.48B
| $37.3M | 0.01% | 165,239 +67,057 | +68% | +$15.1M |
|
1372
Penumbra
PEN
$10.6B
| $37.2M | 0.01% | 138,954 +55,781 | +67% | +$14.9M |
|
1373
Knife River
KNF
$4.58B
| $37M | 0.01% | 410,192 +157,022 | +62% | +$14.2M |
|
1374
SPDR Bloomberg Convertible Securities ETF
CWB
$4.41B
| $37M | 0.01% | 482,900 +8,102 | +2% | +$621K |
|
1375
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.84B
| $37M | 0.01% | 371,860 +64,211 | +21% | +$6.39M |
|