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 |
Microsoft
MSFT
|
+$849M |
| 2 |
Apple
AAPL
|
+$707M |
| 3 |
Tesla
TSLA
|
+$370M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$354M |
| 5 |
Johnson & Johnson
JNJ
|
+$344M |
Top Sells
| 1 |
Salesforce
CRM
|
+$338M |
| 2 |
Meta Platforms (Facebook)
META
|
+$243M |
| 3 |
CTXS
Citrix Systems Inc
CTXS
|
+$223M |
| 4 |
iShares US Real Estate ETF
IYR
|
+$217M |
| 5 |
Vertiv
VRT
|
+$147M |
Sector Composition
| 1 | Technology | 13.92% |
| 2 | Healthcare | 9.62% |
| 3 | Financials | 9.19% |
| 4 | Consumer Discretionary | 6.32% |
| 5 | Industrials | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Abercrombie & Fitch
ANF
$4.12B
| $7.04M | ﹤0.01% |
307,432
+307,052
| +80,803% | +$7.03M |
|
1577
Amicus Therapeutics
FOLD
$2.46B
| $7.04M | ﹤0.01% |
576,351
+392,760
| +214% | +$4.8M |
|
1578
ATI
ATI
$10.5B
| $7.03M | ﹤0.01% |
235,537
+177,912
| +309% | +$5.31M |
|
1579
EastGroup Properties
EGP
$8.9B
| $7.03M | ﹤0.01% |
47,456
-4,609
| -9% | -$682K |
|
1580
Nutanix
NTNX
$21.2B
| $7.02M | ﹤0.01% |
269,534
+41,204
| +18% | +$1.07M |
|
|
DQ
1581
Daqo New Energy
DQ
$1.73B
| $7.02M | ﹤0.01% |
181,797
+14,261
| +9% | +$551K |
|
1582
iShares Exponential Technologies ETF
XT
$3.57B
| $7.01M | ﹤0.01% |
148,161
-18,309
| -11% | -$867K |
|
1583
Brixmor Property Group
BRX
$8.57B
| $7.01M | ﹤0.01% |
309,071
-321,527
| -51% | -$7.29M |
|
1584
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$805M
| $7M | ﹤0.01% |
164,069
-731
| -0.4% | -$31.2K |
|
1585
Invesco CurrencyShares Euro Currency Trust
FXE
$531M
| $6.99M | ﹤0.01% |
70,712
-1,184,754
| -94% | -$117M |
|
1586
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.93B
| $6.99M | ﹤0.01% |
207,237
-181,370
| -47% | -$6.11M |
|
1587
Invesco Dorsey Wright Energy Momentum ETF
PXI
$42.1M
| $6.98M | ﹤0.01% |
161,550
-6,748
| -4% | -$292K |
|
1588
Elanco Animal Health
ELAN
$9.21B
| $6.95M | ﹤0.01% |
568,938
+373,337
| +191% | +$4.56M |
|
1589
Fomento Económico Mexicano
FMX
$32B
| $6.95M | ﹤0.01% |
88,915
+31,663
| +55% | +$2.47M |
|
1590
SEI Investments
SEIC
$10.7B
| $6.93M | ﹤0.01% |
118,801
-133,864
| -53% | -$7.8M |
|
1591
DraftKings
DKNG
$21.8B
| $6.92M | ﹤0.01% |
607,686
-556,514
| -48% | -$6.34M |
|
1592
Warner Music
WMG
$17.5B
| $6.92M | ﹤0.01% |
197,641
-80,771
| -29% | -$2.83M |
|
1593
WisdomTree Europe SmallCap Dividend Fund
DFE
$182M
| $6.91M | ﹤0.01% |
126,205
-11,543
| -8% | -$632K |
|
|
ZH
1594
Zhihu
ZH
$464M
| $6.89M | ﹤0.01% |
883,540
+10,988
| +1% | +$85.7K |
|
1595
Webster Financial
WBS
$10.2B
| $6.89M | ﹤0.01% |
145,517
+35,156
| +32% | +$1.66M |
|
1596
First Industrial Realty Trust
FR
$6.91B
| $6.87M | ﹤0.01% |
142,263
-18,842
| -12% | -$909K |
|
1597
American States Water
AWR
$2.82B
| $6.86M | ﹤0.01% |
74,123
+9,153
| +14% | +$847K |
|
1598
Schwab US REIT ETF
SCHH
$8.43B
| $6.86M | ﹤0.01% |
355,375
+45,762
| +15% | +$883K |
|
1599
Nuveen ESG US Aggregate Bond ETF
NUBD
$423M
| $6.83M | ﹤0.01% |
313,598
-27,753
| -8% | -$604K |
|
1600
Littelfuse
LFUS
$6.54B
| $6.82M | ﹤0.01% |
30,978
+20,471
| +195% | +$4.51M |
|