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 | |
|---|---|---|---|---|---|---|
1426
Envista
NVST
$3.49B
| $8.88M | ﹤0.01% |
217,271
+157,990
| +267% | +$6.46M |
|
1427
ALPS International Sector Dividend Dogs ETF
IDOG
$386M
| $8.86M | ﹤0.01% |
320,174
-52,462
| -14% | -$1.45M |
|
1428
Petrobras
PBR
$81.4B
| $8.86M | ﹤0.01% |
849,014
-454,934
| -35% | -$4.74M |
|
1429
Equity Lifestyle Properties
ELS
$11.9B
| $8.84M | ﹤0.01% |
131,686
-82,518
| -39% | -$5.54M |
|
1430
Visteon
VC
$3.4B
| $8.83M | ﹤0.01% |
56,293
+27,145
| +93% | +$4.26M |
|
1431
iShares US Oil & Gas Exploration & Production ETF
IEO
$469M
| $8.81M | ﹤0.01% |
102,692
-107,677
| -51% | -$9.24M |
|
1432
Cytokinetics
CYTK
$6.12B
| $8.81M | ﹤0.01% |
250,330
-84,887
| -25% | -$2.99M |
|
1433
SAP
SAP
$299B
| $8.81M | ﹤0.01% |
69,598
-1,011
| -1% | -$128K |
|
|
FIF
1434
DELISTED
FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
| $8.79M | ﹤0.01% |
612,922
-25,508
| -4% | -$366K |
|
1435
Autohome
ATHM
$3.5B
| $8.75M | ﹤0.01% |
261,574
-653,786
| -71% | -$21.9M |
|
1436
Ethan Allen Interiors
ETD
$742M
| $8.74M | ﹤0.01% |
318,432
+28,209
| +10% | +$775K |
|
1437
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$151M
| $8.74M | ﹤0.01% |
335,087
-8,576
| -2% | -$224K |
|
1438
CubeSmart
CUBE
$9.39B
| $8.73M | ﹤0.01% |
188,846
-108,911
| -37% | -$5.03M |
|
1439
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.21B
| $8.69M | ﹤0.01% |
377,644
+50,285
| +15% | +$1.16M |
|
1440
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $8.69M | ﹤0.01% |
76,228
+19,492
| +34% | +$2.22M |
|
1441
Fox Class A
FOXA
$26B
| $8.68M | ﹤0.01% |
254,988
-196,542
| -44% | -$6.69M |
|
1442
Leggett & Platt
LEG
$1.3B
| $8.68M | ﹤0.01% |
272,338
+128,513
| +89% | +$4.1M |
|
1443
Tower Semiconductor
TSEM
$7.39B
| $8.68M | ﹤0.01% |
204,303
+103,579
| +103% | +$4.4M |
|
1444
Credicorp
BAP
$21.1B
| $8.66M | ﹤0.01% |
65,415
+12,122
| +23% | +$1.6M |
|
1445
GoDaddy
GDDY
$20.1B
| $8.66M | ﹤0.01% |
111,409
-14,456
| -11% | -$1.12M |
|
1446
Antero Midstream
AM
$8.91B
| $8.65M | ﹤0.01% |
824,933
-92,843
| -10% | -$974K |
|
1447
American Airlines Group
AAL
$8.54B
| $8.64M | ﹤0.01% |
585,976
-372,624
| -39% | -$5.5M |
|
1448
MKS Inc. Common Stock
MKSI
$7.73B
| $8.63M | ﹤0.01% |
97,393
+60,947
| +167% | +$5.4M |
|
1449
Bio-Rad Laboratories Class A
BIO
$7.59B
| $8.61M | ﹤0.01% |
17,980
+4,401
| +32% | +$2.11M |
|
1450
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$275M
| $8.61M | ﹤0.01% |
165,937
-10,646
| -6% | -$553K |
|