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 | |
|---|---|---|---|---|---|---|
1951
Coupang
CPNG
$59.1B
| $4.42M | ﹤0.01% |
276,026
+531
| +0.2% | +$8.5K |
|
1952
SLR Investment Corp
SLRC
$877M
| $4.42M | ﹤0.01% |
293,633
+17,680
| +6% | +$266K |
|
1953
Cohen & Steers Select Preferred & Income Fund
PSF
$248M
| $4.42M | ﹤0.01% |
243,990
-19,988
| -8% | -$362K |
|
1954
BlackRock Energy and Resources Trust
BGR
$347M
| $4.41M | ﹤0.01% |
363,047
+2,195
| +0.6% | +$26.7K |
|
1955
BlackRock Long-Term Municipal Advantage Trust
BTA
$132M
| $4.41M | ﹤0.01% |
442,810
-39,493
| -8% | -$393K |
|
1956
EXL Service
EXLS
$7.04B
| $4.4M | ﹤0.01% |
135,895
+43,180
| +47% | +$1.4M |
|
|
SVC
1957
Service Properties Trust
SVC
$476M
| $4.39M | ﹤0.01% |
441,210
+207,737
| +89% | +$2.07M |
|
1958
SPDR SSGA Ultra Short Term Bond ETF
ULST
$630M
| $4.39M | ﹤0.01% |
109,107
-26,693
| -20% | -$1.07M |
|
1959
Group 1 Automotive
GPI
$6.03B
| $4.37M | ﹤0.01% |
19,319
-5,181
| -21% | -$1.17M |
|
1960
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.76B
| $4.37M | ﹤0.01% |
225,093
+35,512
| +19% | +$689K |
|
1961
TechnipFMC
FTI
$16.4B
| $4.36M | ﹤0.01% |
319,525
+272,654
| +582% | +$3.72M |
|
1962
Invesco S&P MidCap Momentum ETF
XMMO
$4.43B
| $4.36M | ﹤0.01% |
57,748
+9,556
| +20% | +$721K |
|
1963
ProShares Investment Grade-Interest Rate Hedged
IGHG
$264M
| $4.36M | ﹤0.01% |
60,681
-18,718
| -24% | -$1.34M |
|
1964
Lantheus
LNTH
$3.6B
| $4.35M | ﹤0.01% |
52,736
+41,277
| +360% | +$3.41M |
|
1965
Invesco Dividend Achievers ETF
PFM
$733M
| $4.35M | ﹤0.01% |
118,735
-7,280
| -6% | -$266K |
|
1966
Natera
NTRA
$23.1B
| $4.34M | ﹤0.01% |
78,251
-50,525
| -39% | -$2.81M |
|
1967
Franco-Nevada
FNV
$38.6B
| $4.34M | ﹤0.01% |
29,789
-97,431
| -77% | -$14.2M |
|
1968
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$120M
| $4.34M | ﹤0.01% |
234,402
+7,225
| +3% | +$134K |
|
1969
Resources Connection
RGP
$172M
| $4.32M | ﹤0.01% |
253,354
+8,831
| +4% | +$151K |
|
1970
Brixmor Property Group
BRX
$8.57B
| $4.31M | ﹤0.01% |
200,351
-108,720
| -35% | -$2.34M |
|
1971
Outfront Media
OUT
$3.16B
| $4.31M | ﹤0.01% |
269,757
+73,704
| +38% | +$1.18M |
|
1972
First Trust Nasdaq Bank ETF
FTXO
$248M
| $4.3M | ﹤0.01% |
202,484
+2,818
| +1% | +$59.9K |
|
1973
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$164M
| $4.3M | ﹤0.01% |
132,085
+62,620
| +90% | +$2.04M |
|
1974
Coherent
COHR
$16B
| $4.29M | ﹤0.01% |
112,637
+6,793
| +6% | +$259K |
|
1975
Vital Energy
VTLE
$635M
| $4.29M | ﹤0.01% |
94,137
-10,024
| -10% | -$456K |
|