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 |
AMRZ
Amrize Ltd
AMRZ
|
+$766M |
| 2 |
Tesla
TSLA
|
+$470M |
| 3 |
Suncor Energy
SU
|
+$467M |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 2 |
Apple
AAPL
|
+$1.35B |
| 3 |
UBS Group
UBS
|
+$1.06B |
| 4 |
NVIDIA
NVDA
|
+$827M |
| 5 |
Hewlett Packard
HPE
|
+$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EFXT
2476
Enerflex
EFXT
$1.31B
| $9.11M | ﹤0.01% |
1,154,393
+629,417
| +120% | +$4.97M |
|
2477
YPF
YPF
$10.9B
| $9.1M | ﹤0.01% |
289,229
-26,290
| -8% | -$827K |
|
2478
iShares JPMorgan EM High Yield Bond ETF
EMHY
$513M
| $9.08M | ﹤0.01% |
233,009
-137,034
| -37% | -$5.34M |
|
2479
Red Rock Resorts
RRR
$3.63B
| $9.08M | ﹤0.01% |
174,482
-154,045
| -47% | -$8.01M |
|
2480
Franklin FTSE India ETF
FLIN
$2.51B
| $9.07M | ﹤0.01% |
227,665
-268,826
| -54% | -$10.7M |
|
2481
Mercury Systems
MRCY
$4.37B
| $9.07M | ﹤0.01% |
168,332
-392,387
| -70% | -$21.1M |
|
2482
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$87.1M
| $9.06M | ﹤0.01% |
137,361
+2,008
| +1% | +$132K |
|
2483
Rush Enterprises Class A
RUSHA
$4.35B
| $9.05M | ﹤0.01% |
175,744
+52,129
| +42% | +$2.69M |
|
|
CSW
2484
CSW Industrials, Inc.
CSW
$4.19B
| $9.05M | ﹤0.01% |
31,558
-14,802
| -32% | -$4.25M |
|
2485
SPDR ICE Preferred Securities ETF
PSK
$839M
| $9.05M | ﹤0.01% |
284,976
+8,416
| +3% | +$267K |
|
2486
AB Tax-Aware Short Duration Municipal ETF
TAFI
$906M
| $9.05M | ﹤0.01% |
360,236
+15,001
| +4% | +$377K |
|
2487
Turning Point Brands
TPB
$1.86B
| $9.03M | ﹤0.01% |
119,210
+111,073
| +1,365% | +$8.42M |
|
2488
Marqeta
MQ
$2.6B
| $9.02M | ﹤0.01% |
1,547,118
-3,353,937
| -68% | -$19.6M |
|
2489
White Mountains Insurance
WTM
$4.42B
| $9M | ﹤0.01% |
5,012
+1,494
| +42% | +$2.68M |
|
2490
Vanguard Long-Term Bond ETF
BLV
$5.79B
| $9M | ﹤0.01% |
129,416
-206
| -0.2% | -$14.3K |
|
2491
iShares Morningstar US Equity ETF
ILCB
$1.13B
| $8.99M | ﹤0.01% |
104,844
-7,641
| -7% | -$655K |
|
2492
First Trust Energy AlphaDEX Fund
FXN
$284M
| $8.99M | ﹤0.01% |
592,430
+46,890
| +9% | +$712K |
|
2493
Rambus
RMBS
$10.2B
| $8.99M | ﹤0.01% |
140,441
+17,765
| +14% | +$1.14M |
|
2494
iShares Select U.S. REIT ETF
ICF
$1.91B
| $8.98M | ﹤0.01% |
146,827
-10,420
| -7% | -$637K |
|
2495
International Seaways
INSW
$2.42B
| $8.95M | ﹤0.01% |
245,335
+8,751
| +4% | +$319K |
|
2496
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.55B
| $8.95M | ﹤0.01% |
176,100
+57,773
| +49% | +$2.94M |
|
2497
Kaiser Aluminum
KALU
$1.25B
| $8.94M | ﹤0.01% |
111,864
+49,447
| +79% | +$3.95M |
|
2498
Innospec
IOSP
$2B
| $8.94M | ﹤0.01% |
106,269
+24,404
| +30% | +$2.05M |
|
2499
Soleno Therapeutics
SLNO
$2.72B
| $8.88M | ﹤0.01% |
105,996
+48,519
| +84% | +$4.06M |
|
2500
Winmark
WINA
$1.77B
| $8.88M | ﹤0.01% |
23,507
+17,780
| +310% | +$6.71M |
|