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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Nektar Therapeutics
NKTR
$926M
| $3.3M | ﹤0.01% |
12,090
+6,315
| +109% | +$1.73M |
|
2177
Establishment Labs
ESTA
$1.09B
| $3.3M | ﹤0.01% |
+174,678
| New | +$3.3M |
|
2178
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$72.4M
| $3.3M | ﹤0.01% |
88,446
+16,951
| +24% | +$633K |
|
|
ILPT
2179
Industrial Logistics Properties Trust
ILPT
$424M
| $3.3M | ﹤0.01% |
155,230
+21,114
| +16% | +$449K |
|
2180
Vanguard ESG US Stock ETF
ESGV
$11.4B
| $3.3M | ﹤0.01% |
63,502
+52,555
| +480% | +$2.73M |
|
2181
KB Financial Group
KB
$31.1B
| $3.29M | ﹤0.01% |
92,128
-5,967
| -6% | -$213K |
|
2182
Goldman Sachs Hedge Industry VIP ETF
GVIP
$390M
| $3.29M | ﹤0.01% |
59,041
+12,214
| +26% | +$680K |
|
2183
Criteo
CRTO
$1.15B
| $3.29M | ﹤0.01% |
175,793
-75,576
| -30% | -$1.41M |
|
2184
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.32B
| $3.28M | ﹤0.01% |
126,567
+4,941
| +4% | +$128K |
|
2185
Kadant
KAI
$3.69B
| $3.28M | ﹤0.01% |
37,317
+4,607
| +14% | +$405K |
|
2186
FLEX LNG
FLNG
$1.37B
| $3.27M | ﹤0.01% |
338,926
+50,919
| +18% | +$491K |
|
|
ARNA
2187
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $3.26M | ﹤0.01% |
71,307
+47,728
| +202% | +$2.18M |
|
2188
iShares Global Clean Energy ETF
ICLN
$1.58B
| $3.26M | ﹤0.01% |
299,361
+63,855
| +27% | +$696K |
|
|
DSM
2189
BNY Mellon Strategic Municipal Bond Fund
DSM
$292M
| $3.26M | ﹤0.01% |
387,842
+78,806
| +26% | +$663K |
|
2190
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$73.8M
| $3.25M | ﹤0.01% |
148,619
-12,171
| -8% | -$266K |
|
|
FM
2191
DELISTED
iShares Frontier and Select EM ETF
FM
| $3.25M | ﹤0.01% |
115,553
+24,633
| +27% | +$693K |
|
2192
GoPro
GPRO
$327M
| $3.25M | ﹤0.01% |
626,083
+153,384
| +32% | +$795K |
|
|
WW
2193
DELISTED
WW International
WW
| $3.25M | ﹤0.01% |
85,795
+67,884
| +379% | +$2.57M |
|
2194
Terex
TEX
$3.46B
| $3.24M | ﹤0.01% |
124,837
-76,300
| -38% | -$1.98M |
|
2195
Agree Realty
ADC
$8.09B
| $3.24M | ﹤0.01% |
44,266
+23,418
| +112% | +$1.71M |
|
2196
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$870M
| $3.24M | ﹤0.01% |
240,488
-6,883
| -3% | -$92.6K |
|
2197
James River Group
JRVR
$244M
| $3.23M | ﹤0.01% |
63,098
+15,008
| +31% | +$769K |
|
|
TRTN
2198
DELISTED
Triton International Limited
TRTN
| $3.23M | ﹤0.01% |
95,356
+45,040
| +90% | +$1.52M |
|
2199
Spectrum Brands
SPB
$1.29B
| $3.22M | ﹤0.01% |
61,135
-30,163
| -33% | -$1.59M |
|
2200
Invesco Global Water ETF
PIO
$275M
| $3.22M | ﹤0.01% |
115,484
+44
| +0% | +$1.23K |
|