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 | |
|---|---|---|---|---|---|---|
2576
iShares Convertible Bond ETF
ICVT
$2.91B
| $8.25M | ﹤0.01% |
91,606
-3,242
| -3% | -$292K |
|
2577
Invesco Semiconductors ETF
PSI
$790M
| $8.25M | ﹤0.01% |
137,632
-36,928
| -21% | -$2.21M |
|
2578
SPDR MSCI ACWI ex-US ETF
CWI
$2.13B
| $8.25M | ﹤0.01% |
252,480
+5,822
| +2% | +$190K |
|
2579
Schwab US REIT ETF
SCHH
$8.43B
| $8.24M | ﹤0.01% |
389,227
+4,764
| +1% | +$101K |
|
|
CHA
2580
Chagee Holdings Limited American Depositary Shares
CHA
$3.34B
| $8.23M | ﹤0.01% |
+315,172
| New | +$8.23M |
|
2581
Alarm.com
ALRM
$2.81B
| $8.22M | ﹤0.01% |
145,393
-90,113
| -38% | -$5.1M |
|
2582
Yeti Holdings
YETI
$2.92B
| $8.2M | ﹤0.01% |
260,241
-289,785
| -53% | -$9.13M |
|
2583
ProShares UltraPro S&P 500
UPRO
$4.5B
| $8.2M | ﹤0.01% |
89,699
+12,711
| +17% | +$1.16M |
|
2584
ATS Corp
ATS
$2.73B
| $8.2M | ﹤0.01% |
257,218
-79,522
| -24% | -$2.54M |
|
2585
NewMarket
NEU
$7.89B
| $8.2M | ﹤0.01% |
11,868
-914
| -7% | -$631K |
|
2586
Fulton Financial
FULT
$3.48B
| $8.18M | ﹤0.01% |
453,200
+161,407
| +55% | +$2.91M |
|
2587
Beazer Homes USA
BZH
$784M
| $8.17M | ﹤0.01% |
365,059
-87,639
| -19% | -$1.96M |
|
|
NMAX
2588
Newsmax, Inc.
NMAX
$1.7B
| $8.16M | ﹤0.01% |
539,250
+536,747
| +21,444% | +$8.12M |
|
2589
First Hawaiian
FHB
$3.18B
| $8.16M | ﹤0.01% |
326,841
-426,015
| -57% | -$10.6M |
|
2590
Addus HomeCare
ADUS
$2B
| $8.15M | ﹤0.01% |
70,758
+7,793
| +12% | +$898K |
|
2591
Global X E-commerce ETF
EBIZ
$63.1M
| $8.14M | ﹤0.01% |
265,977
-1,789
| -0.7% | -$54.7K |
|
|
AAMI
2592
Acadian Asset Management Inc.
AAMI
$1.75B
| $8.12M | ﹤0.01% |
230,546
+154,860
| +205% | +$5.46M |
|
2593
ProShares UltraPro Dow 30
UDOW
$734M
| $8.12M | ﹤0.01% |
86,034
+43,685
| +103% | +$4.12M |
|
2594
Schwab Fundamental International Small Company Index ETF
FNDC
$3.05B
| $8.12M | ﹤0.01% |
193,149
-21,424
| -10% | -$901K |
|
2595
Manchester United
MANU
$2.62B
| $8.12M | ﹤0.01% |
455,749
-135,492
| -23% | -$2.41M |
|
2596
Asana
ASAN
$3.26B
| $8.07M | ﹤0.01% |
598,012
-206,490
| -26% | -$2.79M |
|
2597
Eagle Materials
EXP
$7.67B
| $8.07M | ﹤0.01% |
39,933
-195,715
| -83% | -$39.6M |
|
2598
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$712M
| $8.07M | ﹤0.01% |
249,623
-30,985
| -11% | -$1M |
|
2599
CNO Financial Group
CNO
$3.78B
| $8.04M | ﹤0.01% |
208,439
-134,021
| -39% | -$5.17M |
|
2600
Amylyx Pharmaceuticals
AMLX
$1.33B
| $8.03M | ﹤0.01% |
1,253,344
-135,083
| -10% | -$866K |
|