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
|
+$1.56B |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$720M |
| 3 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$652M |
| 4 |
Truist Financial
TFC
|
+$553M |
| 5 |
VanEck Gold Miners ETF
GDX
|
+$298M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.36B |
| 2 |
Alibaba
BABA
|
+$872M |
| 3 |
AABA
Altaba Inc. Common Stock
AABA
|
+$759M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$503M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
+$467M |
Sector Composition
| 1 | Technology | 12.45% |
| 2 | Financials | 9.35% |
| 3 | Healthcare | 8.43% |
| 4 | Consumer Discretionary | 6.92% |
| 5 | Industrials | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
SPX Corp
SPXC
$9.41B
| $8.85M | ﹤0.01% |
173,852
+32,208
| +23% | +$1.64M |
|
1577
SPDR S&P Global Natural Resources ETF
GNR
$3.37B
| $8.82M | ﹤0.01% |
191,174
-3,719
| -2% | -$172K |
|
1578
WaFd
WAFD
$2.48B
| $8.82M | ﹤0.01% |
240,649
+82,606
| +52% | +$3.03M |
|
1579
Element Solutions
ESI
$6.39B
| $8.8M | ﹤0.01% |
753,146
-1,622,583
| -68% | -$19M |
|
1580
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
| $8.78M | ﹤0.01% |
343,399
+31,517
| +10% | +$806K |
|
1581
B2Gold
BTG
$6.54B
| $8.76M | ﹤0.01% |
2,185,612
+1,700,600
| +351% | +$6.82M |
|
|
FINS
1582
Angel Oak Financial Strategies Income Term Trust
FINS
$442M
| $8.74M | ﹤0.01% |
422,309
+38,537
| +10% | +$797K |
|
1583
Ferrari
RACE
$87.1B
| $8.71M | ﹤0.01% |
52,641
-1,510
| -3% | -$250K |
|
|
AYX
1584
DELISTED
Alteryx, Inc.
AYX
| $8.7M | ﹤0.01% |
86,971
+13,902
| +19% | +$1.39M |
|
1585
APA Corp
APA
$8.76B
| $8.7M | ﹤0.01% |
339,951
-421,582
| -55% | -$10.8M |
|
1586
ARK Genomic Revolution ETF
ARKG
$1.12B
| $8.69M | ﹤0.01% |
259,095
+17,400
| +7% | +$583K |
|
1587
iShares Residential and Multisector Real Estate ETF
REZ
$799M
| $8.68M | ﹤0.01% |
115,200
-12,311
| -10% | -$927K |
|
1588
iShares ESG Aware MSCI USA ETF
ESGU
$14.7B
| $8.65M | ﹤0.01% |
121,343
+54,923
| +83% | +$3.92M |
|
1589
Bloomin' Brands
BLMN
$602M
| $8.65M | ﹤0.01% |
391,835
+301,682
| +335% | +$6.66M |
|
1590
National Fuel Gas
NFG
$8B
| $8.65M | ﹤0.01% |
185,802
+68,991
| +59% | +$3.21M |
|
1591
Allete
ALE
$3.71B
| $8.64M | ﹤0.01% |
106,451
+35,091
| +49% | +$2.85M |
|
1592
Lloyds Banking Group
LYG
$66.8B
| $8.64M | ﹤0.01% |
2,608,863
-84,478
| -3% | -$280K |
|
1593
Wendy's
WEN
$1.75B
| $8.62M | ﹤0.01% |
387,969
+148,287
| +62% | +$3.29M |
|
1594
Generac Holdings
GNRC
$10.4B
| $8.6M | ﹤0.01% |
85,536
+35,589
| +71% | +$3.58M |
|
1595
Silicon Laboratories
SLAB
$4.45B
| $8.6M | ﹤0.01% |
74,178
+31,956
| +76% | +$3.71M |
|
|
TXNM
1596
TXNM Energy Inc
TXNM
$5.99B
| $8.6M | ﹤0.01% |
169,639
+93,873
| +124% | +$4.76M |
|
1597
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$802M
| $8.58M | ﹤0.01% |
164,228
+27,992
| +21% | +$1.46M |
|
|
UMPQ
1598
DELISTED
Umpqua Holdings Corp
UMPQ
| $8.58M | ﹤0.01% |
484,596
+43,160
| +10% | +$764K |
|
1599
Chemed
CHE
$6.58B
| $8.57M | ﹤0.01% |
19,498
+5,341
| +38% | +$2.35M |
|
1600
STAG Industrial
STAG
$6.54B
| $8.55M | ﹤0.01% |
270,705
+132,507
| +96% | +$4.18M |
|