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 | |
|---|---|---|---|---|---|---|
1926
Bruker
BRKR
$4.69B
| $4.5M | ﹤0.01% |
57,035
-14,608
| -20% | -$1.15M |
|
1927
Barclays
BCS
$72.6B
| $4.5M | ﹤0.01% |
625,363
+23,352
| +4% | +$168K |
|
1928
Element Solutions
ESI
$6.36B
| $4.5M | ﹤0.01% |
232,839
-11,479
| -5% | -$222K |
|
1929
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.21B
| $4.5M | ﹤0.01% |
61,967
-4,831
| -7% | -$350K |
|
1930
Option Care Health
OPCH
$4.62B
| $4.49M | ﹤0.01% |
141,348
+63,157
| +81% | +$2.01M |
|
|
AOD
1931
abrdn Total Dynamic Dividend Fund
AOD
$985M
| $4.49M | ﹤0.01% |
555,750
-85,132
| -13% | -$688K |
|
1932
Exponent
EXPO
$3.54B
| $4.49M | ﹤0.01% |
45,011
+11,644
| +35% | +$1.16M |
|
1933
ProShares Large Cap Core Plus
CSM
$474M
| $4.49M | ﹤0.01% |
94,089
-44,849
| -32% | -$2.14M |
|
1934
Tootsie Roll Industries
TR
$2.92B
| $4.48M | ﹤0.01% |
105,836
+1,358
| +1% | +$57.5K |
|
1935
iShares MSCI Europe Financials ETF
EUFN
$4.47B
| $4.48M | ﹤0.01% |
239,517
-235,001
| -50% | -$4.39M |
|
1936
Avantis US Equity ETF
AVUS
$9.6B
| $4.48M | ﹤0.01% |
63,174
-9,087
| -13% | -$644K |
|
1937
Kinross Gold
KGC
$28.4B
| $4.48M | ﹤0.01% |
950,640
-631,019
| -40% | -$2.97M |
|
1938
Hanesbrands
HBI
$2.2B
| $4.47M | ﹤0.01% |
850,720
-328,181
| -28% | -$1.73M |
|
1939
Universal Health Services
UHS
$12.2B
| $4.47M | ﹤0.01% |
35,184
-11,660
| -25% | -$1.48M |
|
1940
Boston Properties
BXP
$12.2B
| $4.47M | ﹤0.01% |
82,558
-9,118
| -10% | -$493K |
|
1941
Cavco Industries
CVCO
$4.32B
| $4.47M | ﹤0.01% |
14,059
+2,875
| +26% | +$914K |
|
1942
Forrester Research
FORR
$195M
| $4.46M | ﹤0.01% |
137,722
+6,615
| +5% | +$214K |
|
1943
Varonis Systems
VRNS
$6.3B
| $4.45M | ﹤0.01% |
171,148
-33,535
| -16% | -$872K |
|
1944
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $4.45M | ﹤0.01% |
42,553
-80,914
| -66% | -$8.45M |
|
1945
WaFd
WAFD
$2.46B
| $4.45M | ﹤0.01% |
147,586
+9,010
| +7% | +$271K |
|
1946
Global X E-commerce ETF
EBIZ
$65.2M
| $4.44M | ﹤0.01% |
246,410
+79,859
| +48% | +$1.44M |
|
1947
JPMorgan BetaBuilders Canada ETF
BBCA
$8.83B
| $4.44M | ﹤0.01% |
74,548
-2,860
| -4% | -$170K |
|
1948
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
| $4.44M | ﹤0.01% |
191,898
-31,262
| -14% | -$723K |
|
1949
Super Micro Computer
SMCI
$26.7B
| $4.43M | ﹤0.01% |
415,740
+331,100
| +391% | +$3.53M |
|
1950
CryoPort
CYRX
$433M
| $4.43M | ﹤0.01% |
184,486
+10,757
| +6% | +$258K |
|