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 | |
|---|---|---|---|---|---|---|
1876
Invesco S&P SmallCap Industrials ETF
PSCI
$136M
| $4.85M | ﹤0.01% |
50,795
-2,202
| -4% | -$210K |
|
1877
Perion Network
PERI
$418M
| $4.84M | ﹤0.01% |
122,372
-3,462
| -3% | -$137K |
|
1878
HSBC
HSBC
$238B
| $4.82M | ﹤0.01% |
141,347
+65,074
| +85% | +$2.22M |
|
1879
Innoviva
INVA
$1.22B
| $4.82M | ﹤0.01% |
428,229
-35,563
| -8% | -$400K |
|
1880
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.61B
| $4.81M | ﹤0.01% |
116,360
+2,398
| +2% | +$99.2K |
|
1881
Cal-Maine
CALM
$5.37B
| $4.78M | ﹤0.01% |
78,564
+57,795
| +278% | +$3.52M |
|
1882
SPX Corp
SPXC
$9.21B
| $4.78M | ﹤0.01% |
67,720
+16,968
| +33% | +$1.2M |
|
1883
iShares Agency Bond ETF
AGZ
$617M
| $4.78M | ﹤0.01% |
44,127
+2,830
| +7% | +$306K |
|
1884
Mobileye
MBLY
$11.1B
| $4.77M | ﹤0.01% |
110,317
+99,267
| +898% | +$4.3M |
|
1885
TPG
TPG
$9.05B
| $4.76M | ﹤0.01% |
162,444
+52,671
| +48% | +$1.54M |
|
|
GTY
1886
Getty Realty Corp
GTY
$1.6B
| $4.76M | ﹤0.01% |
132,113
+17,042
| +15% | +$614K |
|
1887
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
| $4.76M | ﹤0.01% |
208,050
+13,548
| +7% | +$310K |
|
1888
Invesco Leisure and Entertainment ETF
PEJ
$486M
| $4.76M | ﹤0.01% |
116,865
-10,863
| -9% | -$442K |
|
|
SOHU
1889
Sohu.com
SOHU
$480M
| $4.75M | ﹤0.01% |
322,385
-337
| -0.1% | -$4.96K |
|
1890
Southwest Gas
SWX
$5.65B
| $4.74M | ﹤0.01% |
75,844
+35,199
| +87% | +$2.2M |
|
1891
iShares Asia 50 ETF
AIA
$995M
| $4.71M | ﹤0.01% |
76,036
-26,508
| -26% | -$1.64M |
|
|
FFA
1892
First Trust Enhanced Equity Income Fund
FFA
$429M
| $4.7M | ﹤0.01% |
284,773
+8,315
| +3% | +$137K |
|
1893
RenaissanceRe
RNR
$11.6B
| $4.68M | ﹤0.01% |
23,357
-1,328
| -5% | -$266K |
|
1894
Teradata
TDC
$2B
| $4.67M | ﹤0.01% |
116,013
+34,682
| +43% | +$1.4M |
|
1895
Globus Medical
GMED
$7.93B
| $4.67M | ﹤0.01% |
82,469
-30,587
| -27% | -$1.73M |
|
|
AY
1896
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $4.66M | ﹤0.01% |
157,744
+17,073
| +12% | +$505K |
|
1897
iShares MSCI Turkey ETF
TUR
$160M
| $4.66M | ﹤0.01% |
142,823
-286,365
| -67% | -$9.34M |
|
1898
Dycom Industries
DY
$7.47B
| $4.65M | ﹤0.01% |
49,679
+47,021
| +1,769% | +$4.4M |
|
1899
Emcor
EME
$28.2B
| $4.65M | ﹤0.01% |
28,610
+15,683
| +121% | +$2.55M |
|
1900
Sunrun
RUN
$3.71B
| $4.65M | ﹤0.01% |
230,809
+64,512
| +39% | +$1.3M |
|