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 | |
|---|---|---|---|---|---|---|
|
ARTY
2226
iShares Future AI & Tech ETF
ARTY
$1.48B
| $3.9M | ﹤0.01% |
113,096
-7,124
| -6% | -$246K |
|
2227
Adtalem Global Education
ATGE
$4.89B
| $3.9M | ﹤0.01% |
66,163
+1,987
| +3% | +$117K |
|
|
AIRC
2228
DELISTED
Apartment Income REIT Corp.
AIRC
| $3.89M | ﹤0.01% |
111,975
-56,181
| -33% | -$1.95M |
|
2229
Ryan Specialty Holdings
RYAN
$6.84B
| $3.88M | ﹤0.01% |
90,266
-48,147
| -35% | -$2.07M |
|
2230
iShares Asia 50 ETF
AIA
$1.02B
| $3.88M | ﹤0.01% |
66,943
-3,988
| -6% | -$231K |
|
2231
Opendoor
OPEN
$7.51B
| $3.88M | ﹤0.01% |
866,219
+457,345
| +112% | +$2.05M |
|
|
DEA
2232
Easterly Government Properties
DEA
$1.05B
| $3.88M | ﹤0.01% |
115,454
+67,029
| +138% | +$2.25M |
|
2233
SharkNinja
SN
$16.1B
| $3.87M | ﹤0.01% |
75,671
+47,953
| +173% | +$2.45M |
|
2234
iShares MSCI Sweden ETF
EWD
$318M
| $3.85M | ﹤0.01% |
97,516
+86,818
| +812% | +$3.43M |
|
2235
RingCentral
RNG
$2.86B
| $3.85M | ﹤0.01% |
113,362
-29,335
| -21% | -$996K |
|
2236
VanEck Short High Yield Muni ETF
SHYD
$357M
| $3.84M | ﹤0.01% |
173,710
-23,025
| -12% | -$510K |
|
2237
iShares USD Green Bond ETF
BGRN
$422M
| $3.84M | ﹤0.01% |
81,380
+29,167
| +56% | +$1.38M |
|
2238
Nice
NICE
$9.19B
| $3.84M | ﹤0.01% |
19,227
-21,568
| -53% | -$4.3M |
|
2239
Transcat
TRNS
$677M
| $3.84M | ﹤0.01% |
35,086
+1,171
| +3% | +$128K |
|
2240
Moog
MOG.A
$6.2B
| $3.82M | ﹤0.01% |
26,400
+18,065
| +217% | +$2.62M |
|
2241
Brady Corp
BRC
$3.78B
| $3.82M | ﹤0.01% |
65,071
-83,160
| -56% | -$4.88M |
|
2242
Krystal Biotech
KRYS
$4.46B
| $3.82M | ﹤0.01% |
+30,760
| New | +$3.82M |
|
2243
Fulton Financial
FULT
$3.47B
| $3.81M | ﹤0.01% |
231,276
+195,385
| +544% | +$3.22M |
|
2244
Gentex
GNTX
$6.38B
| $3.81M | ﹤0.01% |
116,556
-23,568
| -17% | -$770K |
|
2245
Southern Copper
SCCO
$86.8B
| $3.8M | ﹤0.01% |
46,378
-28,560
| -38% | -$2.34M |
|
2246
CarGurus
CARG
$3.65B
| $3.79M | ﹤0.01% |
156,742
+121,238
| +341% | +$2.93M |
|
2247
Mirion Technologies
MIR
$5.23B
| $3.79M | ﹤0.01% |
369,372
+234,970
| +175% | +$2.41M |
|
2248
Axalta
AXTA
$6.61B
| $3.78M | ﹤0.01% |
111,216
-52,115
| -32% | -$1.77M |
|
2249
Masimo
MASI
$7.67B
| $3.77M | ﹤0.01% |
32,124
-15,944
| -33% | -$1.87M |
|
2250
Worthington Enterprises
WOR
$3.04B
| $3.76M | ﹤0.01% |
65,377
-29,940
| -31% | -$1.72M |
|