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
|
+$694M |
| 2 |
Broadcom
AVGO
|
+$567M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$525M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$504M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$351M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$542M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$393M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$370M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$290M |
| 5 |
Fidelity National Information Services
FIS
|
+$264M |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 9.54% |
| 3 | Healthcare | 8.06% |
| 4 | Consumer Discretionary | 6.75% |
| 5 | Industrials | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
American Century Focused Large Cap Value ETF
FLV
$266M
| $4.9M | ﹤0.01% |
80,197
-2,960
| -4% | -$181K |
|
2027
Tower Semiconductor
TSEM
$7.58B
| $4.9M | ﹤0.01% |
160,485
-136,001
| -46% | -$4.15M |
|
|
RCM
2028
DELISTED
R1 RCM Inc. Common Stock
RCM
| $4.9M | ﹤0.01% |
463,231
+388,451
| +519% | +$4.11M |
|
2029
First Trust US Equity Opportunities ETF
FPX
$1.1B
| $4.89M | ﹤0.01% |
50,979
-649
| -1% | -$62.2K |
|
2030
iShares MSCI France ETF
EWQ
$392M
| $4.88M | ﹤0.01% |
124,665
-12,517
| -9% | -$490K |
|
2031
WaFd
WAFD
$2.45B
| $4.87M | ﹤0.01% |
147,875
+46,157
| +45% | +$1.52M |
|
2032
LSB Industries
LXU
$586M
| $4.87M | ﹤0.01% |
522,679
+10,326
| +2% | +$96.1K |
|
2033
Fortrea Holdings
FTRE
$936M
| $4.87M | ﹤0.01% |
139,430
-3,618,819
| -96% | -$126M |
|
2034
Community Bank
CBU
$3.16B
| $4.86M | ﹤0.01% |
93,351
+76,168
| +443% | +$3.97M |
|
2035
Arcosa
ACA
$4.59B
| $4.86M | ﹤0.01% |
58,819
+28,868
| +96% | +$2.39M |
|
2036
Mueller Industries
MLI
$10.9B
| $4.86M | ﹤0.01% |
103,046
+78,566
| +321% | +$3.7M |
|
2037
BlackRock Enhanced Global Dividend Trust
BOE
$643M
| $4.85M | ﹤0.01% |
488,621
-32,813
| -6% | -$326K |
|
2038
Griffon
GFF
$3.53B
| $4.85M | ﹤0.01% |
79,524
+41,864
| +111% | +$2.55M |
|
2039
Guidewire Software
GWRE
$20.9B
| $4.84M | ﹤0.01% |
44,431
+20,271
| +84% | +$2.21M |
|
2040
SL Green Realty
SLG
$4.38B
| $4.84M | ﹤0.01% |
107,247
+54,040
| +102% | +$2.44M |
|
2041
Symbotic
SYM
$5.47B
| $4.84M | ﹤0.01% |
94,225
-16,726
| -15% | -$859K |
|
2042
Kulicke & Soffa
KLIC
$2.15B
| $4.83M | ﹤0.01% |
88,236
+48,917
| +124% | +$2.68M |
|
2043
Korn Ferry
KFY
$3.79B
| $4.82M | ﹤0.01% |
81,261
-88,467
| -52% | -$5.25M |
|
2044
National Health Investors
NHI
$3.72B
| $4.82M | ﹤0.01% |
86,214
+21,479
| +33% | +$1.2M |
|
2045
Prothena Corp
PRTA
$434M
| $4.81M | ﹤0.01% |
132,497
+87,245
| +193% | +$3.17M |
|
2046
Adaptive Alpha Opportunities ETF
AGOX
$360M
| $4.81M | ﹤0.01% |
197,626
+43,235
| +28% | +$1.05M |
|
2047
First Trust Ultra Short Duration Municipal ETF
FUMB
$224M
| $4.81M | ﹤0.01% |
239,553
+101,190
| +73% | +$2.03M |
|
2048
iShares MSCI Europe Small-Cap ETF
IEUS
$159M
| $4.8M | ﹤0.01% |
85,490
+1,965
| +2% | +$110K |
|
2049
Bumble
BMBL
$721M
| $4.8M | ﹤0.01% |
325,512
+145,691
| +81% | +$2.15M |
|
2050
WNS Holdings
WNS
$3.27B
| $4.78M | ﹤0.01% |
75,707
+69,248
| +1,072% | +$4.38M |
|