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
|
+$694M |
| 2 |
Broadcom
AVGO
|
+$567M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$525M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$504M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$351M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$542M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$393M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$370M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$290M |
| 5 |
Fidelity National Information Services
FIS
|
+$264M |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 9.54% |
| 3 | Healthcare | 8.06% |
| 4 | Consumer Discretionary | 6.75% |
| 5 | Industrials | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Lindsay Corp
LNN
$1.52B
| $8.4M | ﹤0.01% |
65,021
+44,226
| +213% | +$5.71M |
|
1577
CACI
CACI
$10.9B
| $8.4M | ﹤0.01% |
25,930
-1,148
| -4% | -$372K |
|
1578
SPDR ICE Preferred Securities ETF
PSK
$835M
| $8.39M | ﹤0.01% |
250,393
+90,732
| +57% | +$3.04M |
|
1579
Atkore
ATKR
$2.06B
| $8.39M | ﹤0.01% |
52,435
-16,884
| -24% | -$2.7M |
|
1580
TIM SA
TIMB
$10.3B
| $8.37M | ﹤0.01% |
453,388
+73,388
| +19% | +$1.36M |
|
1581
Intellia Therapeutics
NTLA
$1.23B
| $8.37M | ﹤0.01% |
274,524
+150,517
| +121% | +$4.59M |
|
|
RFMZ
1582
RiverNorth Flexible Municipal Income Fund II
RFMZ
$317M
| $8.34M | ﹤0.01% |
636,759
-89,941
| -12% | -$1.18M |
|
1583
Taylor Morrison
TMHC
$6.88B
| $8.34M | ﹤0.01% |
156,346
+48,380
| +45% | +$2.58M |
|
1584
First Horizon
FHN
$11.4B
| $8.34M | ﹤0.01% |
588,999
+514,214
| +688% | +$7.28M |
|
1585
SPDR Dow Jones REIT ETF
RWR
$1.88B
| $8.33M | ﹤0.01% |
87,403
+60,011
| +219% | +$5.72M |
|
1586
Regal Rexnord
RRX
$9.22B
| $8.31M | ﹤0.01% |
56,174
-34,816
| -38% | -$5.15M |
|
|
DBL
1587
DoubleLine Opportunistic Credit Fund
DBL
$296M
| $8.31M | ﹤0.01% |
541,624
+420,277
| +346% | +$6.45M |
|
1588
Hovnanian Enterprises
HOV
$895M
| $8.3M | ﹤0.01% |
53,332
+7,900
| +17% | +$1.23M |
|
1589
EQT Corp
EQT
$31.8B
| $8.3M | ﹤0.01% |
214,566
+21,494
| +11% | +$831K |
|
1590
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$710M
| $8.29M | ﹤0.01% |
275,355
-11,841
| -4% | -$356K |
|
1591
GXO Logistics
GXO
$5.84B
| $8.28M | ﹤0.01% |
135,367
+16,898
| +14% | +$1.03M |
|
1592
Brink's
BCO
$4.83B
| $8.26M | ﹤0.01% |
93,958
+52,941
| +129% | +$4.66M |
|
1593
Western Alliance Bancorporation
WAL
$9.77B
| $8.25M | ﹤0.01% |
125,409
+53,906
| +75% | +$3.55M |
|
1594
Impinj
PI
$5.2B
| $8.23M | ﹤0.01% |
91,409
+637
| +0.7% | +$57.3K |
|
1595
Onto Innovation
ONTO
$5.44B
| $8.22M | ﹤0.01% |
53,731
+47,130
| +714% | +$7.21M |
|
1596
Commerce Bancshares
CBSH
$7.95B
| $8.21M | ﹤0.01% |
161,486
+61,749
| +62% | +$3.14M |
|
1597
First Trust Nasdaq Bank ETF
FTXO
$248M
| $8.17M | ﹤0.01% |
323,259
+194,180
| +150% | +$4.9M |
|
1598
VanEck Agribusiness ETF
MOO
$627M
| $8.15M | ﹤0.01% |
107,015
-18,162
| -15% | -$1.38M |
|
1599
iShares MSCI Germany ETF
EWG
$2.39B
| $8.11M | ﹤0.01% |
273,095
-62,657
| -19% | -$1.86M |
|
1600
Ionis Pharmaceuticals
IONS
$10.1B
| $8.08M | ﹤0.01% |
159,739
+50,705
| +47% | +$2.57M |
|