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 |
Tesla
TSLA
|
+$448M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$344M |
| 3 |
Exxon Mobil
XOM
|
+$302M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$234M |
| 5 |
TSMC
TSM
|
+$231M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$924M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$837M |
| 3 |
UBS Group
UBS
|
+$706M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
+$462M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$388M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.21% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Wipro
WIT
$29B
| $3.5M | ﹤0.01% |
906,848
-123,086
| -12% | -$475K |
|
2227
Global X E-commerce ETF
EBIZ
$65.5M
| $3.49M | ﹤0.01% |
157,445
-7,689
| -5% | -$170K |
|
2228
Relay Therapeutics
RLAY
$707M
| $3.49M | ﹤0.01% |
116,521
+22,283
| +24% | +$667K |
|
2229
iShares MSCI Thailand ETF
THD
$236M
| $3.49M | ﹤0.01% |
44,704
+44,020
| +6,436% | +$3.43M |
|
2230
Turning Point Brands
TPB
$1.85B
| $3.49M | ﹤0.01% |
102,498
-32,626
| -24% | -$1.11M |
|
2231
Essent Group
ESNT
$6.26B
| $3.48M | ﹤0.01% |
84,511
-114,137
| -57% | -$4.7M |
|
2232
CareTrust REIT
CTRE
$7.65B
| $3.48M | ﹤0.01% |
180,388
-41,331
| -19% | -$798K |
|
2233
Invesco CurrencyShares Euro Currency Trust
FXE
$532M
| $3.48M | ﹤0.01% |
33,935
+15,079
| +80% | +$1.55M |
|
2234
ACI Worldwide
ACIW
$5.14B
| $3.47M | ﹤0.01% |
110,260
-43,376
| -28% | -$1.37M |
|
2235
Rayonier
RYN
$4.01B
| $3.47M | ﹤0.01% |
88,609
-20,673
| -19% | -$809K |
|
|
FEN
2236
DELISTED
First Trust Energy Income and Growth Fund
FEN
| $3.46M | ﹤0.01% |
213,482
-23,321
| -10% | -$378K |
|
2237
Inspire Global Hope ETF
BLES
$123M
| $3.46M | ﹤0.01% |
96,265
+68,579
| +248% | +$2.47M |
|
2238
AXIS Capital
AXS
$7.64B
| $3.46M | ﹤0.01% |
57,182
-9,451
| -14% | -$571K |
|
2239
iShares JPMorgan EM Corporate Bond ETF
CEMB
$400M
| $3.46M | ﹤0.01% |
74,502
-9,246
| -11% | -$429K |
|
2240
Banco Santander
SAN
$150B
| $3.45M | ﹤0.01% |
1,019,907
+37,329
| +4% | +$126K |
|
2241
SPDR NYSE Technology ETF
XNTK
$1.34B
| $3.44M | ﹤0.01% |
24,737
-1,458
| -6% | -$203K |
|
2242
USA Compression Partners
USAC
$3B
| $3.44M | ﹤0.01% |
195,091
-119,261
| -38% | -$2.1M |
|
2243
Davis Select Financial ETF
DFNL
$309M
| $3.44M | ﹤0.01% |
111,205
+3,937
| +4% | +$122K |
|
|
BLDP
2244
Ballard Power Systems
BLDP
$646M
| $3.43M | ﹤0.01% |
294,892
+104,695
| +55% | +$1.22M |
|
2245
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$485M
| $3.43M | ﹤0.01% |
52,819
+37
| +0.1% | +$2.4K |
|
2246
Zentalis Pharmaceuticals
ZNTL
$105M
| $3.43M | ﹤0.01% |
74,255
+38,749
| +109% | +$1.79M |
|
|
DSM
2247
BNY Mellon Strategic Municipal Bond Fund
DSM
$294M
| $3.43M | ﹤0.01% |
484,402
-94,448
| -16% | -$668K |
|
2248
Liberty Broadband Class A
LBRDA
$8.58B
| $3.43M | ﹤0.01% |
26,133
-264,792
| -91% | -$34.7M |
|
2249
KT
KT
$9.69B
| $3.42M | ﹤0.01% |
238,549
+223,579
| +1,494% | +$3.21M |
|
2250
InfraCap REIT Preferred ETF
PFFR
$104M
| $3.42M | ﹤0.01% |
156,757
+2,210
| +1% | +$48.2K |
|