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 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.9B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$541M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$511M |
| 4 |
American International
AIG
|
+$420M |
| 5 |
UBS Group
UBS
|
+$286M |
Top Sells
Sector Composition
| 1 | Financials | 10.17% |
| 2 | Energy | 8.73% |
| 3 | Healthcare | 8.27% |
| 4 | Technology | 7.59% |
| 5 | Industrials | 6.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FLIR
1776
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $4.05M | ﹤0.01% |
131,312
-4,166
| -3% | -$128K |
|
|
CIT
1777
DELISTED
CIT Group Inc.
CIT
| $4.05M | ﹤0.01% |
87,014
+5,664
| +7% | +$263K |
|
|
LUX
1778
DELISTED
Luxottica Group
LUX
| $4.04M | ﹤0.01% |
60,838
+10,932
| +22% | +$726K |
|
|
BITA
1779
DELISTED
Bitauto Holdings Limited
BITA
| $4.04M | ﹤0.01% |
79,149
-701,341
| -90% | -$35.8M |
|
1780
iShares Emerging Markets Dividend ETF
DVYE
$926M
| $4.02M | ﹤0.01% |
97,178
-26,612
| -21% | -$1.1M |
|
1781
Mid-America Apartment Communities
MAA
$16.6B
| $4.02M | ﹤0.01% |
55,275
-45,686
| -45% | -$3.33M |
|
|
CLVS
1782
DELISTED
Clovis Oncology, Inc.
CLVS
| $4.02M | ﹤0.01% |
45,772
-153,791
| -77% | -$13.5M |
|
1783
ManpowerGroup
MAN
$1.78B
| $4.01M | ﹤0.01% |
44,838
-10,924
| -20% | -$976K |
|
1784
Teekay
TK
$722M
| $4.01M | ﹤0.01% |
93,551
-28,319
| -23% | -$1.21M |
|
1785
PennantPark Floating Rate Capital
PFLT
$1.01B
| $3.99M | ﹤0.01% |
287,634
-14,311
| -5% | -$199K |
|
1786
Alexandria Real Estate Equities
ARE
$14.5B
| $3.99M | ﹤0.01% |
45,627
-1,399
| -3% | -$122K |
|
|
XEC
1787
DELISTED
CIMAREX ENERGY CO
XEC
| $3.97M | ﹤0.01% |
35,976
-41,384
| -53% | -$4.57M |
|
1788
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$103M
| $3.96M | ﹤0.01% |
132,084
+22,821
| +21% | +$684K |
|
|
AWAY
1789
DELISTED
HOMEAWAY INC COM
AWAY
| $3.96M | ﹤0.01% |
127,205
+69,295
| +120% | +$2.16M |
|
|
QLTB
1790
DELISTED
ISHARES BAA BA RATED CORP BOND FUND
QLTB
| $3.94M | ﹤0.01% |
76,535
-18,867
| -20% | -$971K |
|
1791
Brixmor Property Group
BRX
$8.57B
| $3.93M | ﹤0.01% |
170,015
-1,877
| -1% | -$43.4K |
|
1792
Alnylam Pharmaceuticals
ALNY
$61.1B
| $3.93M | ﹤0.01% |
32,806
+9,470
| +41% | +$1.14M |
|
|
NSM
1793
DELISTED
Nationstar Mortgage Holdings
NSM
| $3.93M | ﹤0.01% |
234,005
+5,163
| +2% | +$86.8K |
|
1794
Golar LNG
GLNG
$4.16B
| $3.93M | ﹤0.01% |
83,959
+5,196
| +7% | +$243K |
|
1795
ResMed
RMD
$39.6B
| $3.92M | ﹤0.01% |
69,606
+3,210
| +5% | +$181K |
|
|
SWFT
1796
DELISTED
Swift Transportation Company
SWFT
| $3.92M | ﹤0.01% |
172,988
-161,370
| -48% | -$3.66M |
|
|
CFD
1797
DELISTED
Nuveen Diversified Commodity Fnd
CFD
| $3.92M | ﹤0.01% |
328,903
+19,881
| +6% | +$237K |
|
1798
Hawaiian Electric Industries
HE
$2.09B
| $3.91M | ﹤0.01% |
131,618
-44,218
| -25% | -$1.31M |
|
1799
Hologic
HOLX
$14.3B
| $3.91M | ﹤0.01% |
102,809
+1,057
| +1% | +$40.2K |
|
1800
iShares Core Moderate Allocation ETF
AOM
$1.61B
| $3.89M | ﹤0.01% |
110,334
+5,900
| +6% | +$208K |
|