Ubs Group Ag Reduced Holdings in Q4 2024

Ubs Group Ag

  • $527 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-987K
- 16.12%
$485.52 - $625.25 $479M - $617M
5.14M $2.6B
LLY
Eli Lilly & CO

Healthcare
-195K
- 5.42%
$727.2 - $932.06 $142M - $182M
3.4M $2.63B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-116K
- 4.55%
$501.29 - $612.85 $58.1M - $71.1M
2.43M $1.26B
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
-20.1M
- 92.35%
$7.69 - $9.25 $155M - $186M
1.67M $13.2M
U
Unity Software Inc.

Technology
-7.09M
- 78.41%
$17.34 - $27.72 $123M - $197M
1.95M $43.9M
AMT
American Tower Corp

Real Estate
-21.7K
- 0.72%
$179.4 - $232.01 $3.89M - $5.03M
3.01M $552M
UBS
Ubs Group Ag

Financial Services
-1.88M
- 1.21%
$29.78 - $33.08 $56M - $62.2M
154M $4.66B
DUK
Duke Energy Corp

Utilities
-1.02M
- 29.2%
$105.76 - $120.76 $108M - $123M
2.48M $267M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-6.1M
- 68.26%
$20.6 - $20.71 $126M - $126M
2.84M $58.6M
CEG
Constellation Energy Corp

Utilities
-257K
- 17.49%
$224.28 - $285.52 $57.6M - $73.4M
1.21M $273M
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.05M
- 52.33%
$54.6 - $68.9 $112M - $141M
1.87M $113M
EWJ
Ishares Msci Japan ETF

ETFs
-1.3M
- 41.4%
$66.18 - $71.84 $85.8M - $93.1M
1.83M $123M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-655K
- 5.87%
$33.77 - $44.09 $22.1M - $28.9M
10.5M $356M
IYR
Ishares Tr

ETFs
-644K
- 25.44%
$90.74 - $102.87 $58.4M - $66.2M
1.89M $175M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.34M
- 15.52%
$34.13 - $37.35 $45.6M - $49.9M
7.28M $248M
JCI
Johnson Controls International PLC

Industrials
-970K
- 26.49%
$74.23 - $86.6 $72M - $84M
2.69M $212M
VIS
Vanguard Industrial ETF

ETFs
-268K
- 43.87%
$254.39 - $279.7 $68.2M - $74.9M
343K $87.2M
AEP
American Electric Power CO Inc

Utilities
-348K
- 9.16%
$90.91 - $102.21 $31.6M - $35.5M
3.45M $318M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-141K
- 0.83%
$44.04 - $49.49 $6.2M - $6.96M
16.7M $737M
XLV
Select Sector Spdr Fund Health

ETFs
-70.4K
- 1.99%
$136.28 - $154.74 $9.6M - $10.9M
3.48M $478M
IWR
Ishares Russell Mid Cap ETF

ETFs
-755K
- 12.31%
$87.25 - $95.52 $65.9M - $72.1M
5.38M $475M
SHV
Ishares Tr

ETFs
-571K
- 30.46%
$109.92 - $110.57 $62.7M - $63.1M
1.3M $143M
IEF
Ishares Barclays

ETFs
-426K
- 10.42%
$92.08 - $98.18 $39.2M - $41.8M
3.66M $338M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-975K
- 3.94%
$61.68 - $67.87 $60.1M - $66.1M
23.7M $1.48B
USO
United States Oil Fund, LP

ETFs
-819K
- 93.8%
$69.66 - $79.2 $57.1M - $64.9M
54.2K $4.09M
VHT
Vanguard Health Care ETF

ETFs
-72.4K
- 5.37%
$250.81 - $283.3 $18.2M - $20.5M
1.28M $324M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.66M
- 51.18%
$33.92 - $36.6 $56.4M - $60.9M
1.59M $54.9M
VGSH
Vanguard

ETFs
-922K
- 34.3%
$58.02 - $58.88 $53.5M - $54.3M
1.77M $103M
VGLT
Vanguard Long Term Treasury Et

ETFs
-757K
- 36.74%
$55.1 - $61.74 $41.7M - $46.7M
1.3M $72.1M
DFAX
Dimensional ETF Tr
-1.78M
- 39.36%
$24.76 - $27.04 $44.2M - $48.2M
2.75M $68.3M
RTX
Raytheon Technologies Corp

Industrials
-42.9K
- 0.48%
$114.45 - $127.21 $4.9M - $5.45M
8.94M $1.03B
PSA
Public Storage

Real Estate
-61.6K
- 11.73%
$289.33 - $360.21 $17.8M - $22.2M
464K $139M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-383K
- 35.41%
$99.04 - $109.59 $37.9M - $41.9M
698K $69.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
-218K
- 3.7%
$57.29 - $63.1 $12.5M - $13.7M
5.67M $326M
NRG
Nrg Energy, Inc.

Utilities
-489K
- 37.85%
$85.3 - $101.61 $41.7M - $49.6M
802K $72.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
-612K
- 16.14%
$57.78 - $60.4 $35.4M - $37M
3.18M $185M
TFLO
Ishares Treasury Floating Rate

ETFs
-777K
- 21.75%
$50.37 - $50.63 $39.2M - $39.4M
2.8M $141M
TIP
Ishares Tr Tips Bd ETF

ETFs
-291K
- 15.91%
$106.33 - $110.69 $31M - $32.2M
1.54M $164M
RE
Everest Re Group LTD

Financial Services
-101K
- 47.94%
N/A
110K $40.7M
ECL
Ecolab Inc.

Basic Materials
-72K
- 7.5%
$234.32 - $261.43 $16.9M - $18.8M
888K $208M
WRB
Berkley W R Corp

Financial Services
-683K
- 28.62%
$56.48 - $64.94 $38.6M - $44.4M
1.7M $99.8M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-622K
- 15.86%
$42.84 - $45.38 $26.6M - $28.2M
3.3M $142M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-285K
- 7.5%
$42.32 - $55.35 $12.1M - $15.8M
3.52M $150M
ICE
Intercontinental Exchange, Inc.

Financial Services
-10.8K
- 0.38%
$148.29 - $166.93 $1.61M - $1.81M
2.85M $425M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.49M
- 75.0%
$23.02 - $23.23 $34.3M - $34.6M
497K $11.5M
EXR
Extra Space Storage Inc.

Real Estate
-96K
- 15.6%
$142.35 - $178.32 $13.7M - $17.1M
520K $77.7M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.39M
- 38.1%
$23.25 - $23.37 $32.3M - $32.5M
2.26M $52.6M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
-4.43M
- 90.11%
$6.33 - $8.67 $28M - $38.4M
486K $3.25M
EXC
Exelon Corp

Utilities
-552K
- 14.97%
$36.22 - $40.97 $20M - $22.6M
3.13M $118M
Activity Summary
Buys All Purchases 6801 New Holdings 1327 Increased Positions 5474 Sells All Sells 1691 Reductions 1691 Sold out 0 Options Calls 549 Puts 486
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