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 | |
|---|---|---|---|---|---|---|
1851
Invesco S&P MidCap 400 Revenue ETF
RWK
$996M
| $5.01M | ﹤0.01% |
55,236
+3,233
| +6% | +$293K |
|
|
SPWR
1852
DELISTED
SunPower Corporation Common Stock
SPWR
| $4.99M | ﹤0.01% |
360,330
+145,696
| +68% | +$2.02M |
|
1853
Frontier Group Holdings
ULCC
$1.18B
| $4.98M | ﹤0.01% |
506,017
+385,609
| +320% | +$3.79M |
|
1854
Waters Corp
WAT
$17.6B
| $4.98M | ﹤0.01% |
16,077
-28,359
| -64% | -$8.78M |
|
1855
Ambev
ABEV
$35.9B
| $4.97M | ﹤0.01% |
1,762,792
+444,825
| +34% | +$1.25M |
|
1856
First Trust US Equity Opportunities ETF
FPX
$1.09B
| $4.97M | ﹤0.01% |
59,107
-6,554
| -10% | -$551K |
|
1857
Northern Oil and Gas
NOG
$2.48B
| $4.96M | ﹤0.01% |
163,462
+7,869
| +5% | +$239K |
|
1858
BlueLinx
BXC
$617M
| $4.96M | ﹤0.01% |
72,969
+3,455
| +5% | +$235K |
|
1859
Avista
AVA
$2.95B
| $4.95M | ﹤0.01% |
116,691
+50,336
| +76% | +$2.14M |
|
1860
iShares US Utilities ETF
IDU
$1.6B
| $4.94M | ﹤0.01% |
59,064
-4,728
| -7% | -$396K |
|
1861
CONMED
CNMD
$1.64B
| $4.94M | ﹤0.01% |
47,579
+2,922
| +7% | +$303K |
|
1862
eXp World Holdings
EXPI
$1.75B
| $4.94M | ﹤0.01% |
389,329
+66
| +0% | +$838 |
|
1863
Yeti Holdings
YETI
$2.88B
| $4.94M | ﹤0.01% |
123,511
-85,526
| -41% | -$3.42M |
|
1864
Mine Safety
MSA
$6.63B
| $4.94M | ﹤0.01% |
36,978
-4,705
| -11% | -$628K |
|
1865
Federal Agricultural Mortgage
AGM
$2.15B
| $4.93M | ﹤0.01% |
37,033
-1,015
| -3% | -$135K |
|
1866
Revolve Group
RVLV
$1.59B
| $4.92M | ﹤0.01% |
187,224
+121,891
| +187% | +$3.21M |
|
1867
VanEck Biotech ETF
BBH
$349M
| $4.92M | ﹤0.01% |
30,324
-1,991
| -6% | -$323K |
|
1868
HealthEquity
HQY
$7.97B
| $4.91M | ﹤0.01% |
83,692
+39,832
| +91% | +$2.34M |
|
1869
FTAI Aviation
FTAI
$17.6B
| $4.91M | ﹤0.01% |
175,658
+2,873
| +2% | +$80.3K |
|
|
ETW
1870
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$987M
| $4.89M | ﹤0.01% |
604,631
+11,805
| +2% | +$95.4K |
|
1871
Pacer Lunt Large Cap Alternator ETF
ALTL
$110M
| $4.88M | ﹤0.01% |
128,581
-1,779
| -1% | -$67.5K |
|
1872
iShares Core MSCI Pacific ETF
IPAC
$1.91B
| $4.88M | ﹤0.01% |
86,196
-55,699
| -39% | -$3.15M |
|
1873
Haemonetics
HAE
$2.51B
| $4.87M | ﹤0.01% |
58,812
+15,563
| +36% | +$1.29M |
|
|
HPF
1874
John Hancock Preferred Income Fund II
HPF
$357M
| $4.86M | ﹤0.01% |
312,823
-4,649
| -1% | -$72.2K |
|
1875
Nutanix
NTNX
$21.2B
| $4.85M | ﹤0.01% |
186,687
-82,847
| -31% | -$2.15M |
|