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 | |
|---|---|---|---|---|---|---|
1826
Energizer
ENR
$2.02B
| $5.15M | ﹤0.01% |
148,453
+18,443
| +14% | +$640K |
|
1827
Levi Strauss
LEVI
$8.67B
| $5.14M | ﹤0.01% |
282,025
-70,680
| -20% | -$1.29M |
|
1828
Dillards
DDS
$8.97B
| $5.14M | ﹤0.01% |
16,698
+3,246
| +24% | +$999K |
|
|
TOUR
1829
Tuniu
TOUR
$109M
| $5.13M | ﹤0.01% |
2,744,324
-14,268
| -0.5% | -$26.7K |
|
|
SCPL
1830
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $5.13M | ﹤0.01% |
302,541
-70,915
| -19% | -$1.2M |
|
1831
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$338M
| $5.11M | ﹤0.01% |
147,483
+13,662
| +10% | +$474K |
|
1832
iShares Global Materials ETF
MXI
$229M
| $5.11M | ﹤0.01% |
61,058
-10,598
| -15% | -$887K |
|
1833
Advanced Energy
AEIS
$5.94B
| $5.1M | ﹤0.01% |
52,001
-10,892
| -17% | -$1.07M |
|
|
FTCH
1834
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $5.1M | ﹤0.01% |
1,037,706
-1,582,504
| -60% | -$7.77M |
|
|
RERE
1835
ATRenew
RERE
$964M
| $5.09M | ﹤0.01% |
1,667,866
+543
| +0% | +$1.66K |
|
|
NBIS
1836
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $5.08M | ﹤0.01% |
340,897
-1,777
| -0.5% | -$26.5K |
|
1837
iShares US Insurance ETF
IAK
$715M
| $5.08M | ﹤0.01% |
59,275
-45,862
| -44% | -$3.93M |
|
1838
Spire
SR
$4.49B
| $5.07M | ﹤0.01% |
72,316
+40,627
| +128% | +$2.85M |
|
1839
KB Financial Group
KB
$31.1B
| $5.07M | ﹤0.01% |
139,238
+42,525
| +44% | +$1.55M |
|
1840
Vanguard Total Corporate Bond ETF
VTC
$1.25B
| $5.07M | ﹤0.01% |
66,108
+29,904
| +83% | +$2.29M |
|
1841
Huntsman Corp
HUN
$1.89B
| $5.06M | ﹤0.01% |
184,915
-108,998
| -37% | -$2.98M |
|
1842
Highwoods Properties
HIW
$3.5B
| $5.06M | ﹤0.01% |
218,015
-21,382
| -9% | -$496K |
|
1843
New Jersey Resources
NJR
$4.74B
| $5.04M | ﹤0.01% |
94,705
-21,196
| -18% | -$1.13M |
|
1844
Apple Hospitality REIT
APLE
$2.98B
| $5.03M | ﹤0.01% |
324,146
+62,394
| +24% | +$968K |
|
1845
Cabot Corp
CBT
$4.2B
| $5.03M | ﹤0.01% |
65,630
+18,568
| +39% | +$1.42M |
|
|
AIRC
1846
DELISTED
Apartment Income REIT Corp.
AIRC
| $5.03M | ﹤0.01% |
140,387
-29,025
| -17% | -$1.04M |
|
1847
iShares US Infrastructure ETF
IFRA
$3B
| $5.02M | ﹤0.01% |
134,619
-1,797
| -1% | -$67.1K |
|
|
EOS
1848
Eaton Vance Enhance Equity Income Fund II
EOS
$1.3B
| $5.02M | ﹤0.01% |
306,230
+1,986
| +0.7% | +$32.6K |
|
1849
MACOM Technology Solutions
MTSI
$9.82B
| $5.01M | ﹤0.01% |
70,707
+5,761
| +9% | +$408K |
|
1850
WPP
WPP
$5.86B
| $5.01M | ﹤0.01% |
84,137
+31,253
| +59% | +$1.86M |
|