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 | |
|---|---|---|---|---|---|---|
2376
Terex
TEX
$3.43B
| $2.55M | ﹤0.01% |
52,781
+10,313
| +24% | +$499K |
|
|
BSMO
2377
DELISTED
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
| $2.55M | ﹤0.01% |
102,477
+30,872
| +43% | +$769K |
|
2378
Fox Factory Holding Corp
FOXF
$1.13B
| $2.55M | ﹤0.01% |
20,987
+8,281
| +65% | +$1.01M |
|
2379
Grand Canyon Education
LOPE
$5.79B
| $2.55M | ﹤0.01% |
22,363
+382
| +2% | +$43.5K |
|
2380
Gold Fields
GFI
$34.3B
| $2.54M | ﹤0.01% |
190,515
+35,382
| +23% | +$471K |
|
2381
Emergent Biosolutions
EBS
$418M
| $2.53M | ﹤0.01% |
244,578
+36,606
| +18% | +$379K |
|
|
TELL
2382
DELISTED
Tellurian Inc.
TELL
| $2.53M | ﹤0.01% |
2,055,743
+1,677,864
| +444% | +$2.06M |
|
2383
AMC Networks
AMCX
$361M
| $2.53M | ﹤0.01% |
143,678
+81,807
| +132% | +$1.44M |
|
2384
iShares MSCI Global Gold Miners ETF
RING
$2.1B
| $2.52M | ﹤0.01% |
100,169
+8,486
| +9% | +$214K |
|
2385
SPDR NYSE Technology ETF
XNTK
$1.36B
| $2.52M | ﹤0.01% |
20,793
-5,485
| -21% | -$665K |
|
2386
COPT Defense Properties
CDP
$3.43B
| $2.52M | ﹤0.01% |
106,273
-2,936
| -3% | -$69.6K |
|
2387
Dorman Products
DORM
$4.82B
| $2.52M | ﹤0.01% |
29,200
+6,348
| +28% | +$548K |
|
2388
Ziff Davis
ZD
$1.55B
| $2.52M | ﹤0.01% |
32,269
+3,033
| +10% | +$237K |
|
2389
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.05B
| $2.51M | ﹤0.01% |
+122,290
| New | +$2.51M |
|
|
MFA
2390
MFA Financial
MFA
$1.02B
| $2.51M | ﹤0.01% |
252,592
+6,853
| +3% | +$68K |
|
2391
Telefônica Brasil
VIV
$20.3B
| $2.5M | ﹤0.01% |
330,570
-7,349
| -2% | -$55.6K |
|
2392
Xtrackers Russell US Multifactor ETF
DEUS
$176M
| $2.5M | ﹤0.01% |
57,851
-1,389
| -2% | -$60K |
|
2393
Nu Skin
NUS
$582M
| $2.49M | ﹤0.01% |
63,421
+10,780
| +20% | +$424K |
|
2394
Kulicke & Soffa
KLIC
$2.13B
| $2.49M | ﹤0.01% |
47,312
+15,859
| +50% | +$836K |
|
|
IIF
2395
Morgan Stanley India Investment Fund
IIF
$261M
| $2.49M | ﹤0.01% |
127,996
+749
| +0.6% | +$14.6K |
|
2396
SPDR S&P North American Natural Resources ETF
NANR
$661M
| $2.49M | ﹤0.01% |
46,393
+2,365
| +5% | +$127K |
|
2397
Diodes
DIOD
$2.54B
| $2.49M | ﹤0.01% |
26,792
+4,929
| +23% | +$457K |
|
2398
WhiteHorse Finance
WHF
$207M
| $2.49M | ﹤0.01% |
198,489
-48,576
| -20% | -$608K |
|
2399
Artisan Partners
APAM
$3.18B
| $2.48M | ﹤0.01% |
77,683
-49,995
| -39% | -$1.6M |
|
2400
BlackRock MuniYield Quality Fund II
MQT
$225M
| $2.48M | ﹤0.01% |
239,522
+27,841
| +13% | +$289K |
|