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 | |
|---|---|---|---|---|---|---|
2351
Fidelity MSCI Communication Services Index ETF
FCOM
$1.83B
| $2.65M | ﹤0.01% |
72,396
-42,962
| -37% | -$1.57M |
|
2352
Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF
LRGE
$439M
| $2.65M | ﹤0.01% |
55,482
+22,281
| +67% | +$1.06M |
|
2353
Suburban Propane Partners
SPH
$1.22B
| $2.64M | ﹤0.01% |
172,643
+15,261
| +10% | +$234K |
|
|
VNET
2354
VNET Group
VNET
$2.55B
| $2.64M | ﹤0.01% |
813,840
-89,373
| -10% | -$290K |
|
|
MCN
2355
Madison Covered Call & Equity Strategy Fund
MCN
$130M
| $2.64M | ﹤0.01% |
331,661
+41,524
| +14% | +$330K |
|
2356
White Mountains Insurance
WTM
$4.41B
| $2.63M | ﹤0.01% |
1,910
+566
| +42% | +$780K |
|
2357
SPDR S&P Global Infrastructure ETF
GII
$605M
| $2.63M | ﹤0.01% |
48,231
-2,481
| -5% | -$135K |
|
2358
Hanover Insurance
THG
$6.22B
| $2.62M | ﹤0.01% |
20,416
+6,323
| +45% | +$813K |
|
|
DOYU
2359
DouYu International Holdings
DOYU
$233M
| $2.62M | ﹤0.01% |
220,436
-56,204
| -20% | -$669K |
|
2360
Kura Oncology
KURA
$720M
| $2.62M | ﹤0.01% |
214,140
-796
| -0.4% | -$9.74K |
|
2361
American Century US Quality Growth ETF
QGRO
$1.97B
| $2.61M | ﹤0.01% |
40,720
-202
| -0.5% | -$13K |
|
2362
Iovance Biotherapeutics
IOVA
$840M
| $2.61M | ﹤0.01% |
426,819
-370,863
| -46% | -$2.27M |
|
2363
Middlesex Water
MSEX
$940M
| $2.6M | ﹤0.01% |
33,336
+5,692
| +21% | +$445K |
|
2364
Coeur Mining
CDE
$10.5B
| $2.6M | ﹤0.01% |
652,408
+499,159
| +326% | +$1.99M |
|
|
BCPC
2365
Balchem Corporation
BCPC
$4.97B
| $2.6M | ﹤0.01% |
20,540
+4,992
| +32% | +$631K |
|
2366
AdvisorShares Ranger Equity Bear ETF
HDGE
$51M
| $2.59M | ﹤0.01% |
101,691
-66,978
| -40% | -$1.7M |
|
|
JKS
2367
JinkoSolar
JKS
$1.35B
| $2.58M | ﹤0.01% |
50,510
-16,957
| -25% | -$865K |
|
2368
First Interstate BancSystem
FIBK
$3.35B
| $2.58M | ﹤0.01% |
86,246
+6,303
| +8% | +$188K |
|
2369
iShares Self-Driving EV and Tech ETF
IDRV
$167M
| $2.57M | ﹤0.01% |
67,051
+11,606
| +21% | +$445K |
|
2370
Invesco Oil & Gas Services ETF
PXJ
$27.8M
| $2.57M | ﹤0.01% |
102,954
+16,141
| +19% | +$403K |
|
2371
Lazard
LAZ
$5.1B
| $2.56M | ﹤0.01% |
77,454
+12,457
| +19% | +$412K |
|
2372
Marqeta
MQ
$2.6B
| $2.56M | ﹤0.01% |
560,757
+244,909
| +78% | +$1.12M |
|
2373
Petrobras Class A
PBR.A
$76.9B
| $2.56M | ﹤0.01% |
275,780
-21,106
| -7% | -$196K |
|
2374
Kinsale Capital Group
KNSL
$9.89B
| $2.56M | ﹤0.01% |
8,515
-879
| -9% | -$264K |
|
2375
Westamerica Bancorp
WABC
$1.23B
| $2.55M | ﹤0.01% |
57,653
+28,445
| +97% | +$1.26M |
|