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 |
Microsoft
MSFT
|
+$849M |
| 2 |
Apple
AAPL
|
+$707M |
| 3 |
Tesla
TSLA
|
+$370M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$354M |
| 5 |
Johnson & Johnson
JNJ
|
+$344M |
Top Sells
| 1 |
Salesforce
CRM
|
+$338M |
| 2 |
Meta Platforms (Facebook)
META
|
+$243M |
| 3 |
CTXS
Citrix Systems Inc
CTXS
|
+$223M |
| 4 |
iShares US Real Estate ETF
IYR
|
+$217M |
| 5 |
Vertiv
VRT
|
+$147M |
Sector Composition
| 1 | Technology | 13.92% |
| 2 | Healthcare | 9.62% |
| 3 | Financials | 9.19% |
| 4 | Consumer Discretionary | 6.32% |
| 5 | Industrials | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2401
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$958M
| $2.44M | ﹤0.01% |
49,558
-212
| -0.4% | -$10.5K |
|
|
EAD
2402
Allspring Income Opportunities Fund
EAD
$419M
| $2.43M | ﹤0.01% |
379,903
-9,139
| -2% | -$58.4K |
|
2403
Doximity
DOCS
$13.6B
| $2.43M | ﹤0.01% |
72,266
+51,550
| +249% | +$1.73M |
|
2404
XP
XP
$10.5B
| $2.42M | ﹤0.01% |
158,067
+48,292
| +44% | +$741K |
|
2405
Invesco S&P SmallCap Health Care ETF
PSCH
$141M
| $2.42M | ﹤0.01% |
55,047
+1,245
| +2% | +$54.8K |
|
2406
Coherus Oncology, Inc. Common Stock
CHRS
$157M
| $2.42M | ﹤0.01% |
305,649
+260,697
| +580% | +$2.06M |
|
|
MFA
2407
MFA Financial
MFA
$1.01B
| $2.42M | ﹤0.01% |
245,739
+202,128
| +463% | +$1.99M |
|
2408
LivaNova
LIVN
$2.98B
| $2.42M | ﹤0.01% |
43,503
+3,777
| +10% | +$210K |
|
2409
Telefônica Brasil
VIV
$20.5B
| $2.42M | ﹤0.01% |
337,919
-7,893
| -2% | -$56.4K |
|
2410
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $2.42M | ﹤0.01% |
17,811
+4,866
| +38% | +$660K |
|
2411
Sylvamo
SLVM
$1.8B
| $2.42M | ﹤0.01% |
49,714
+34,335
| +223% | +$1.67M |
|
2412
Genmab
GMAB
$17.3B
| $2.41M | ﹤0.01% |
56,955
+19,349
| +51% | +$820K |
|
2413
Banco Santander
SAN
$149B
| $2.41M | ﹤0.01% |
817,873
-782,429
| -49% | -$2.31M |
|
2414
Global Partners
GLP
$1.73B
| $2.4M | ﹤0.01% |
69,112
+26,744
| +63% | +$930K |
|
2415
ARK Israel Innovative Technology ETF
IZRL
$121M
| $2.4M | ﹤0.01% |
137,036
-1,264
| -0.9% | -$22.1K |
|
2416
Canadian Solar
CSIQ
$825M
| $2.39M | ﹤0.01% |
77,460
-19,360
| -20% | -$598K |
|
2417
Suburban Propane Partners
SPH
$1.23B
| $2.39M | ﹤0.01% |
157,382
+57,665
| +58% | +$875K |
|
2418
SPDR S&P North American Natural Resources ETF
NANR
$658M
| $2.39M | ﹤0.01% |
44,028
-4,069
| -8% | -$221K |
|
2419
Innovative Industrial Properties
IIPR
$1.59B
| $2.38M | ﹤0.01% |
23,526
-869
| -4% | -$88.1K |
|
2420
MSC Industrial Direct
MSM
$5.08B
| $2.38M | ﹤0.01% |
29,154
+28,152
| +2,810% | +$2.3M |
|
2421
UMB Financial
UMBF
$9.15B
| $2.38M | ﹤0.01% |
28,493
+20,629
| +262% | +$1.72M |
|
2422
Pan American Silver
PAAS
$14.9B
| $2.38M | ﹤0.01% |
145,591
-370,598
| -72% | -$6.06M |
|
2423
Lufax Holding
LU
$2.72B
| $2.38M | ﹤0.01% |
306,390
-26,340
| -8% | -$204K |
|
2424
HSBC
HSBC
$241B
| $2.38M | ﹤0.01% |
76,273
-99,161
| -57% | -$3.09M |
|
2425
Invesco China Technology ETF
CQQQ
$1.76B
| $2.38M | ﹤0.01% |
54,751
-26,247
| -32% | -$1.14M |
|