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 | |
|---|---|---|---|---|---|---|
|
NFJ
1626
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.22B
| $6.75M | ﹤0.01% |
573,615
+253,470
| +79% | +$2.98M |
|
1627
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
| $6.72M | ﹤0.01% |
290,972
+221,262
| +317% | +$5.11M |
|
1628
TRI-Continental Corp
TY
$1.77B
| $6.7M | ﹤0.01% |
252,339
+87,518
| +53% | +$2.32M |
|
1629
WisdomTree Europe SmallCap Dividend Fund
DFE
$182M
| $6.69M | ﹤0.01% |
114,740
-11,465
| -9% | -$669K |
|
1630
Peloton Interactive
PTON
$3.09B
| $6.69M | ﹤0.01% |
589,857
-5,480
| -0.9% | -$62.1K |
|
1631
POSCO
PKX
$15.3B
| $6.68M | ﹤0.01% |
95,920
+19,561
| +26% | +$1.36M |
|
1632
PetMed Express
PETS
$57.8M
| $6.68M | ﹤0.01% |
411,361
+144,188
| +54% | +$2.34M |
|
1633
Lennox International
LII
$19.1B
| $6.67M | ﹤0.01% |
26,535
-300
| -1% | -$75.4K |
|
1634
Insight Enterprises
NSIT
$3.9B
| $6.66M | ﹤0.01% |
46,613
+18,750
| +67% | +$2.68M |
|
1635
Tapestry
TPR
$22.2B
| $6.66M | ﹤0.01% |
154,575
-163,982
| -51% | -$7.07M |
|
1636
EastGroup Properties
EGP
$8.9B
| $6.66M | ﹤0.01% |
40,305
-7,151
| -15% | -$1.18M |
|
1637
Federated Hermes
FHI
$4.16B
| $6.65M | ﹤0.01% |
165,559
+117,813
| +247% | +$4.73M |
|
1638
Southern Copper
SCCO
$86.2B
| $6.64M | ﹤0.01% |
91,460
+19,848
| +28% | +$1.44M |
|
1639
MasTec
MTZ
$15B
| $6.63M | ﹤0.01% |
70,234
+3,762
| +6% | +$355K |
|
1640
Boise Cascade
BCC
$3.2B
| $6.62M | ﹤0.01% |
104,644
+19,764
| +23% | +$1.25M |
|
1641
ArcBest
ARCB
$1.6B
| $6.59M | ﹤0.01% |
71,302
+766
| +1% | +$70.8K |
|
1642
Kanzhun
BZ
$11.3B
| $6.59M | ﹤0.01% |
346,261
-34,242
| -9% | -$652K |
|
1643
Zai Lab
ZLAB
$3.65B
| $6.57M | ﹤0.01% |
197,517
-21,644
| -10% | -$720K |
|
1644
Cohen & Steers Quality Income Realty Fund
RQI
$1.71B
| $6.57M | ﹤0.01% |
550,861
-193,979
| -26% | -$2.31M |
|
1645
Chemours
CC
$2.51B
| $6.56M | ﹤0.01% |
219,136
+129,835
| +145% | +$3.89M |
|
1646
BlackRock Corporate High Yield Fund
HYT
$1.54B
| $6.56M | ﹤0.01% |
752,380
+20,145
| +3% | +$176K |
|
1647
Sumitomo Mitsui Financial
SMFG
$107B
| $6.53M | ﹤0.01% |
816,856
+779,119
| +2,065% | +$6.23M |
|
1648
ACM Research
ACMR
$1.92B
| $6.53M | ﹤0.01% |
558,328
+13,640
| +3% | +$160K |
|
1649
First Industrial Realty Trust
FR
$6.91B
| $6.52M | ﹤0.01% |
122,479
-19,784
| -14% | -$1.05M |
|
1650
Copa Holdings
CPA
$4.86B
| $6.51M | ﹤0.01% |
70,483
-30,527
| -30% | -$2.82M |
|