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 | |
|---|---|---|---|---|---|---|
1551
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
| $7.54M | ﹤0.01% |
419,851
+65,354
| +18% | +$1.17M |
|
1552
Unity
U
$18.4B
| $7.54M | ﹤0.01% |
232,397
+166,044
| +250% | +$5.39M |
|
1553
ARK Fintech Innovation ETF
ARKF
$1.37B
| $7.53M | ﹤0.01% |
400,433
+27,826
| +7% | +$523K |
|
1554
Invesco MSCI Sustainable Future ETF
ERTH
$143M
| $7.53M | ﹤0.01% |
153,355
-6,397
| -4% | -$314K |
|
1555
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$694M
| $7.52M | ﹤0.01% |
102,031
-7,076
| -6% | -$521K |
|
1556
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$343M
| $7.5M | ﹤0.01% |
173,499
-7,855
| -4% | -$339K |
|
1557
Madrigal Pharmaceuticals
MDGL
$9.63B
| $7.49M | ﹤0.01% |
30,923
-65,767
| -68% | -$15.9M |
|
1558
National Storage Affiliates Trust
NSA
$2.45B
| $7.48M | ﹤0.01% |
179,132
+86,702
| +94% | +$3.62M |
|
1559
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
| $7.46M | ﹤0.01% |
225,262
-65,039
| -22% | -$2.15M |
|
1560
Old Republic International
ORI
$10B
| $7.42M | ﹤0.01% |
297,059
+73,066
| +33% | +$1.82M |
|
1561
Toll Brothers
TOL
$13.8B
| $7.41M | ﹤0.01% |
123,441
-70,082
| -36% | -$4.21M |
|
1562
Evercore
EVR
$13.2B
| $7.4M | ﹤0.01% |
64,161
+11,429
| +22% | +$1.32M |
|
1563
Columbia Emerging Markets Consumer ETF
ECON
$229M
| $7.4M | ﹤0.01% |
361,582
+226,668
| +168% | +$4.64M |
|
1564
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$4.99B
| $7.37M | ﹤0.01% |
6,264
+245
| +4% | +$288K |
|
1565
AMN Healthcare
AMN
$699M
| $7.37M | ﹤0.01% |
88,797
+12,186
| +16% | +$1.01M |
|
1566
Crocs
CROX
$4.23B
| $7.37M | ﹤0.01% |
58,253
+13,945
| +31% | +$1.76M |
|
1567
iShares JPMorgan EM High Yield Bond ETF
EMHY
$501M
| $7.35M | ﹤0.01% |
208,491
+47,477
| +29% | +$1.67M |
|
1568
CRH
CRH
$76.1B
| $7.32M | ﹤0.01% |
143,861
-6,654
| -4% | -$338K |
|
|
HCCI
1569
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $7.31M | ﹤0.01% |
205,192
+6,694
| +3% | +$238K |
|
1570
GXO Logistics
GXO
$5.84B
| $7.3M | ﹤0.01% |
144,679
+40
| +0% | +$2.02K |
|
1571
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$621M
| $7.3M | ﹤0.01% |
690,466
+18,389
| +3% | +$194K |
|
1572
Regal Rexnord
RRX
$9.22B
| $7.29M | ﹤0.01% |
51,781
+33,620
| +185% | +$4.73M |
|
1573
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.23B
| $7.27M | ﹤0.01% |
145,597
-106,092
| -42% | -$5.3M |
|
|
TRHC
1574
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $7.26M | ﹤0.01% |
1,299,502
-3,074
| -0.2% | -$17.2K |
|
1575
Encompass Health
EHC
$12.7B
| $7.26M | ﹤0.01% |
134,177
+10,867
| +9% | +$588K |
|