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 | |
|---|---|---|---|---|---|---|
2226
Sabesp
SBS
$16.4B
| $3.03M | ﹤0.01% |
303,079
+52,536
| +21% | +$526K |
|
|
MRTX
2227
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $3.03M | ﹤0.01% |
81,432
-58,300
| -42% | -$2.17M |
|
2228
OneMain Financial
OMF
$7.3B
| $3.02M | ﹤0.01% |
81,476
-23,375
| -22% | -$867K |
|
2229
SPDR SSGA Global Allocation ETF
GAL
$270M
| $3.02M | ﹤0.01% |
77,233
-39,345
| -34% | -$1.54M |
|
|
NBH
2230
Neuberger Berman Municipal Fund
NBH
$309M
| $3.02M | ﹤0.01% |
275,365
-9,879
| -3% | -$108K |
|
|
DEA
2231
Easterly Government Properties
DEA
$1.06B
| $3.01M | ﹤0.01% |
87,755
+19,106
| +28% | +$656K |
|
2232
United Parks & Resorts
PRKS
$2.84B
| $3.01M | ﹤0.01% |
49,154
-749
| -2% | -$45.9K |
|
2233
National Fuel Gas
NFG
$7.92B
| $3.01M | ﹤0.01% |
52,095
-43,909
| -46% | -$2.54M |
|
2234
Chewy
CHWY
$15.3B
| $3.01M | ﹤0.01% |
80,437
+46,289
| +136% | +$1.73M |
|
2235
Ultragenyx Pharmaceutical
RARE
$2.79B
| $3.01M | ﹤0.01% |
74,980
-90,118
| -55% | -$3.61M |
|
2236
Choice Hotels
CHH
$5.08B
| $3.01M | ﹤0.01% |
25,643
+3,565
| +16% | +$418K |
|
2237
AXIS Capital
AXS
$7.5B
| $3M | ﹤0.01% |
55,100
+8,387
| +18% | +$457K |
|
2238
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.26B
| $3M | ﹤0.01% |
119,652
+119,612
| +299,030% | +$3M |
|
|
CERE
2239
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $3M | ﹤0.01% |
122,975
+8,537
| +7% | +$208K |
|
2240
New York Times
NYT
$9.65B
| $3M | ﹤0.01% |
77,107
+63,047
| +448% | +$2.45M |
|
2241
Amicus Therapeutics
FOLD
$2.38B
| $3M | ﹤0.01% |
270,247
-306,104
| -53% | -$3.39M |
|
2242
Revolution Medicines
RVMD
$8.64B
| $3M | ﹤0.01% |
138,361
-29,282
| -17% | -$634K |
|
2243
Atlassian
TEAM
$45.6B
| $2.99M | ﹤0.01% |
17,477
-23,800
| -58% | -$4.07M |
|
2244
BioXcel Therapeutics
BTAI
$50.7M
| $2.99M | ﹤0.01% |
10,018
+1,317
| +15% | +$393K |
|
2245
Sibanye-Stillwater
SBSW
$6.24B
| $2.99M | ﹤0.01% |
359,377
+19,224
| +6% | +$160K |
|
2246
Prothena Corp
PRTA
$439M
| $2.99M | ﹤0.01% |
61,643
-29,426
| -32% | -$1.43M |
|
2247
Invesco Global Water ETF
PIO
$276M
| $2.98M | ﹤0.01% |
85,245
-6,114
| -7% | -$214K |
|
|
RCM
2248
DELISTED
R1 RCM Inc. Common Stock
RCM
| $2.98M | ﹤0.01% |
198,784
-114,197
| -36% | -$1.71M |
|
2249
CBIZ
CBZ
$2.93B
| $2.97M | ﹤0.01% |
60,042
+5,269
| +10% | +$261K |
|
2250
Cadence Bank
CADE
$6.86B
| $2.95M | ﹤0.01% |
142,316
+42,246
| +42% | +$877K |
|