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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Globus Medical
GMED
$7.93B
| $6.26M | ﹤0.01% |
122,520
+48,851
| +66% | +$2.5M |
|
1677
PVH
PVH
$3.9B
| $6.25M | ﹤0.01% |
70,883
-12,996
| -15% | -$1.15M |
|
1678
InterDigital
IDCC
$8.33B
| $6.24M | ﹤0.01% |
118,906
-7,606
| -6% | -$399K |
|
1679
Allete
ALE
$3.67B
| $6.24M | ﹤0.01% |
71,360
+38,364
| +116% | +$3.35M |
|
1680
FTI Consulting
FCN
$5.32B
| $6.23M | ﹤0.01% |
58,807
+19,779
| +51% | +$2.1M |
|
1681
Maximus
MMS
$5.05B
| $6.23M | ﹤0.01% |
80,671
+29,053
| +56% | +$2.24M |
|
|
TWOU
1682
DELISTED
2U, Inc.
TWOU
| $6.23M | ﹤0.01% |
12,751
+11,576
| +985% | +$5.65M |
|
1683
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.73B
| $6.22M | ﹤0.01% |
43,028
+22,548
| +110% | +$3.26M |
|
1684
Fidus Investment
FDUS
$760M
| $6.22M | ﹤0.01% |
419,419
-16,262
| -4% | -$241K |
|
1685
VanEck Long Muni ETF
MLN
$555M
| $6.21M | ﹤0.01% |
293,525
-6,531
| -2% | -$138K |
|
1686
Cohen & Steers Select Preferred & Income Fund
PSF
$248M
| $6.19M | ﹤0.01% |
209,605
+3,221
| +2% | +$95.2K |
|
1687
Teledyne Technologies
TDY
$26.1B
| $6.17M | ﹤0.01% |
19,167
-1,858
| -9% | -$598K |
|
|
NBH
1688
Neuberger Berman Municipal Fund
NBH
$308M
| $6.17M | ﹤0.01% |
399,363
-16,709
| -4% | -$258K |
|
1689
Webster Financial
WBS
$10.2B
| $6.16M | ﹤0.01% |
131,410
-17,393
| -12% | -$815K |
|
1690
NorthWestern Energy
NWE
$3.51B
| $6.12M | ﹤0.01% |
81,603
+40,909
| +101% | +$3.07M |
|
|
JBTM
1691
JBT Marel Corporation
JBTM
$7.14B
| $6.11M | ﹤0.01% |
61,492
+45,741
| +290% | +$4.55M |
|
1692
MillerKnoll
MLKN
$1.4B
| $6.11M | ﹤0.01% |
132,571
+64,156
| +94% | +$2.96M |
|
1693
Synovus
SNV
$7.18B
| $6.11M | ﹤0.01% |
170,733
+20,193
| +13% | +$722K |
|
1694
ManpowerGroup
MAN
$1.78B
| $6.08M | ﹤0.01% |
72,134
-55,116
| -43% | -$4.64M |
|
1695
Invesco S&P SmallCap Information Technology ETF
PSCT
$283M
| $6.07M | ﹤0.01% |
212,148
-13,656
| -6% | -$391K |
|
1696
Teck Resources
TECK
$20.5B
| $6.05M | ﹤0.01% |
372,616
+128,008
| +52% | +$2.08M |
|
|
ETFC
1697
DELISTED
E*Trade Financial Corporation
ETFC
| $6.04M | ﹤0.01% |
138,192
-168,407
| -55% | -$7.36M |
|
1698
Globant
GLOB
$2.47B
| $6.03M | ﹤0.01% |
65,870
+10,024
| +18% | +$918K |
|
1699
Southern Copper
SCCO
$86.2B
| $6.03M | ﹤0.01% |
185,657
+5,880
| +3% | +$191K |
|
1700
VanEck Biotech ETF
BBH
$349M
| $6.02M | ﹤0.01% |
51,029
-5,147
| -9% | -$607K |
|