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 | |
|---|---|---|---|---|---|---|
1476
Ironwood Pharmaceuticals
IRWD
$213M
| $8.28M | ﹤0.01% |
787,084
-33,197
| -4% | -$349K |
|
1477
Oscar Health
OSCR
$5B
| $8.28M | ﹤0.01% |
1,266,064
-848,714
| -40% | -$5.55M |
|
1478
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.15B
| $8.28M | ﹤0.01% |
172,182
+26,649
| +18% | +$1.28M |
|
1479
WIX.com
WIX
$9.56B
| $8.27M | ﹤0.01% |
82,901
+38,541
| +87% | +$3.85M |
|
1480
Global X FinTech ETF
FINX
$300M
| $8.27M | ﹤0.01% |
397,189
-35,477
| -8% | -$739K |
|
1481
Thomson Reuters
TRI
$78B
| $8.27M | ﹤0.01% |
61,235
+20,286
| +50% | +$2.74M |
|
1482
iShares Morningstar Small-Cap Value ETF
ISCV
$527M
| $8.25M | ﹤0.01% |
158,237
-6,602
| -4% | -$344K |
|
1483
Boston Beer
SAM
$2.36B
| $8.24M | ﹤0.01% |
25,063
-3,952
| -14% | -$1.3M |
|
1484
Invesco CurrencyShares Euro Currency Trust
FXE
$531M
| $8.23M | ﹤0.01% |
82,176
+11,464
| +16% | +$1.15M |
|
1485
Cognex
CGNX
$7.45B
| $8.22M | ﹤0.01% |
165,830
-37,275
| -18% | -$1.85M |
|
1486
BlackRock Limited Duration Income Trust
BLW
$549M
| $8.19M | ﹤0.01% |
624,709
-137,866
| -18% | -$1.81M |
|
1487
Spirit AeroSystems
SPR
$4.54B
| $8.16M | ﹤0.01% |
236,317
-1,899,205
| -89% | -$65.6M |
|
|
BSJO
1488
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
| $8.15M | ﹤0.01% |
363,116
-294,930
| -45% | -$6.62M |
|
1489
Global X Cloud Computing ETF
CLOU
$309M
| $8.15M | ﹤0.01% |
444,265
+31,466
| +8% | +$577K |
|
1490
Lucid Motors
LCID
$5.92B
| $8.13M | ﹤0.01% |
101,167
+59,012
| +140% | +$4.74M |
|
1491
Teck Resources
TECK
$20.5B
| $8.12M | ﹤0.01% |
222,555
-21,854
| -9% | -$798K |
|
1492
iShares MSCI South Africa ETF
EZA
$442M
| $8.07M | ﹤0.01% |
191,257
+69,576
| +57% | +$2.94M |
|
1493
Clearway Energy Class C
CWEN
$3.39B
| $8.07M | ﹤0.01% |
257,680
-68,077
| -21% | -$2.13M |
|
1494
Nuveen ESG International Developed Markets Equity ETF
NUDM
$598M
| $8.07M | ﹤0.01% |
286,844
-94,753
| -25% | -$2.66M |
|
1495
Nuveen Multi-Asset Income Fund
NMAI
$435M
| $8.06M | ﹤0.01% |
698,076
+67,346
| +11% | +$777K |
|
1496
Madison Square Garden
MSGS
$5.12B
| $8.05M | ﹤0.01% |
41,327
-23,703
| -36% | -$4.62M |
|
1497
Alnylam Pharmaceuticals
ALNY
$61.1B
| $8.03M | ﹤0.01% |
40,104
-7,247
| -15% | -$1.45M |
|
1498
iShares North American Natural Resources ETF
IGE
$621M
| $8.03M | ﹤0.01% |
204,881
-2,215
| -1% | -$86.8K |
|
1499
SPDR S&P Health Care Equipment ETF
XHE
$153M
| $8.02M | ﹤0.01% |
85,688
-7,768
| -8% | -$727K |
|
1500
Magna International
MGA
$13.1B
| $8.02M | ﹤0.01% |
149,664
-181,477
| -55% | -$9.72M |
|