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 | |
|---|---|---|---|---|---|---|
2426
Avient
AVNT
$3.27B
| $2.43M | ﹤0.01% |
58,942
+56,641
| +2,462% | +$2.33M |
|
2427
Granite Construction
GVA
$4.74B
| $2.42M | ﹤0.01% |
59,026
+43,855
| +289% | +$1.8M |
|
|
CHX
2428
DELISTED
ChampionX
CHX
| $2.41M | ﹤0.01% |
88,984
+11,446
| +15% | +$311K |
|
2429
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
| $2.41M | ﹤0.01% |
24,637
+1,071
| +5% | +$105K |
|
2430
Global X MSCI Greece ETF
GREK
$310M
| $2.41M | ﹤0.01% |
79,250
+75,475
| +1,999% | +$2.29M |
|
2431
Gildan
GIL
$8.14B
| $2.41M | ﹤0.01% |
72,485
-60,438
| -45% | -$2.01M |
|
2432
iShares US Telecommunications ETF
IYZ
$601M
| $2.4M | ﹤0.01% |
103,837
-43,058
| -29% | -$997K |
|
2433
RiverFront Strategic Income Fund
RIGS
$93M
| $2.39M | ﹤0.01% |
104,095
+58,797
| +130% | +$1.35M |
|
2434
Uranium Energy
UEC
$5.48B
| $2.39M | ﹤0.01% |
830,212
+508,966
| +158% | +$1.47M |
|
2435
Fate Therapeutics
FATE
$110M
| $2.38M | ﹤0.01% |
418,126
+126,215
| +43% | +$719K |
|
2436
SPDR Dow Jones International Real Estate ETF
RWX
$309M
| $2.38M | ﹤0.01% |
90,602
+2,159
| +2% | +$56.7K |
|
2437
Beyond Meat
BYND
$208M
| $2.38M | ﹤0.01% |
146,602
-189,050
| -56% | -$3.07M |
|
2438
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$188M
| $2.38M | ﹤0.01% |
53,606
-6,497
| -11% | -$288K |
|
|
EVF
2439
Eaton Vance Senior Income Trust
EVF
$101M
| $2.37M | ﹤0.01% |
443,810
-7,045
| -2% | -$37.7K |
|
|
RMMZ
2440
RiverNorth Managed Duration Municipal Income Fund II
RMMZ
$127M
| $2.37M | ﹤0.01% |
157,331
+12,482
| +9% | +$188K |
|
|
GMRE
2441
Global Medical REIT
GMRE
$510M
| $2.37M | ﹤0.01% |
260,237
+13,687
| +6% | +$125K |
|
|
FCT
2442
First Trust Senior Floating Rate Income Fund II
FCT
$259M
| $2.37M | ﹤0.01% |
238,248
-3,370
| -1% | -$33.5K |
|
|
CXE
2443
MFS High Income Municipal Trust
CXE
$116M
| $2.37M | ﹤0.01% |
649,366
+139,239
| +27% | +$508K |
|
2444
Fresh Del Monte Produce
FDP
$1.71B
| $2.37M | ﹤0.01% |
78,704
+8,803
| +13% | +$265K |
|
2445
Open Text
OTEX
$9.31B
| $2.36M | ﹤0.01% |
61,209
-8,299
| -12% | -$320K |
|
2446
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.77B
| $2.36M | ﹤0.01% |
97,539
-226
| -0.2% | -$5.46K |
|
2447
iShares MSCI USA Equal Weighted ETF
EUSA
$1.52B
| $2.36M | ﹤0.01% |
31,203
+4,798
| +18% | +$362K |
|
2448
Hecla Mining
HL
$7.6B
| $2.35M | ﹤0.01% |
370,662
+151,886
| +69% | +$961K |
|
2449
VanEck Preferred Securities ex Financials ETF
PFXF
$1.94B
| $2.34M | ﹤0.01% |
132,689
+7,101
| +6% | +$125K |
|
2450
Brookfield Renewable
BEP
$7.27B
| $2.34M | ﹤0.01% |
74,144
+2,990
| +4% | +$94.2K |
|