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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Barclays
BCS
$72.8B
| $8.76M | ﹤0.01% |
1,192,795
-213,256
| -15% | -$1.57M |
|
1452
W.R. Berkley
WRB
$27.4B
| $8.74M | ﹤0.01% |
272,239
+37,535
| +16% | +$1.21M |
|
|
BZUN
1453
Baozun
BZUN
$258M
| $8.72M | ﹤0.01% |
204,174
+99,370
| +95% | +$4.24M |
|
1454
Gentherm
THRM
$1.07B
| $8.71M | ﹤0.01% |
211,896
-120,134
| -36% | -$4.94M |
|
1455
BioCryst Pharmaceuticals
BCRX
$1.68B
| $8.7M | ﹤0.01% |
3,037,809
+835,015
| +38% | +$2.39M |
|
1456
Vistra
VST
$69.1B
| $8.7M | ﹤0.01% |
325,289
-193,573
| -37% | -$5.17M |
|
1457
Crown Holdings
CCK
$11B
| $8.69M | ﹤0.01% |
131,598
+20,777
| +19% | +$1.37M |
|
1458
Invesco Dorsey Wright Technology Momentum ETF
PTF
$380M
| $8.69M | ﹤0.01% |
380,175
-134,157
| -26% | -$3.07M |
|
1459
Sea Limited
SE
$116B
| $8.68M | ﹤0.01% |
280,558
+174,346
| +164% | +$5.4M |
|
1460
iShares Global Consumer Staples ETF
KXI
$864M
| $8.62M | ﹤0.01% |
157,189
+49,336
| +46% | +$2.7M |
|
1461
Gaotu Techedu
GOTU
$889M
| $8.61M | ﹤0.01% |
+562,541
| New | +$8.61M |
|
1462
Factset
FDS
$13.7B
| $8.59M | ﹤0.01% |
35,349
-6,588
| -16% | -$1.6M |
|
1463
Mine Safety
MSA
$6.63B
| $8.53M | ﹤0.01% |
78,186
+5,673
| +8% | +$619K |
|
1464
POSCO
PKX
$15.5B
| $8.52M | ﹤0.01% |
180,648
+18,152
| +11% | +$856K |
|
1465
SPDR S&P Emerging Markets Dividend ETF
EDIV
$884M
| $8.5M | ﹤0.01% |
284,933
-120,185
| -30% | -$3.59M |
|
1466
HubSpot
HUBS
$25.8B
| $8.5M | ﹤0.01% |
56,071
-226
| -0.4% | -$34.3K |
|
1467
Unifirst Corp
UNF
$3.17B
| $8.5M | ﹤0.01% |
43,566
-11,172
| -20% | -$2.18M |
|
1468
Carter's
CRI
$1.04B
| $8.49M | ﹤0.01% |
93,065
-4,243
| -4% | -$387K |
|
1469
Innovator IBD 50 ETF
FFTY
$81.2M
| $8.49M | ﹤0.01% |
262,943
+46,573
| +22% | +$1.5M |
|
1470
DNP Select Income Fund
DNP
$3.72B
| $8.48M | ﹤0.01% |
659,751
-16,774
| -2% | -$216K |
|
1471
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$285M
| $8.48M | ﹤0.01% |
170,761
+1,147
| +0.7% | +$57K |
|
1472
First Industrial Realty Trust
FR
$6.77B
| $8.47M | ﹤0.01% |
214,147
+93,598
| +78% | +$3.7M |
|
1473
JB Hunt Transport Services
JBHT
$13.3B
| $8.45M | ﹤0.01% |
76,323
+733
| +1% | +$81.1K |
|
1474
BlackRock Municipal Income Trust
BFK
$439M
| $8.44M | ﹤0.01% |
597,882
-6,639
| -1% | -$93.7K |
|
1475
ALPS International Sector Dividend Dogs ETF
IDOG
$389M
| $8.42M | ﹤0.01% |
324,797
-103,298
| -24% | -$2.68M |
|