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 | |
|---|---|---|---|---|---|---|
2676
ICL Group
ICL
$7.83B
| $7.5M | ﹤0.01% |
1,090,457
+146,838
| +16% | +$1.01M |
|
2677
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.38B
| $7.5M | ﹤0.01% |
323,434
+310,823
| +2,465% | +$7.2M |
|
2678
Exponent
EXPO
$3.48B
| $7.49M | ﹤0.01% |
100,223
-2,493
| -2% | -$186K |
|
2679
Biohaven
BHVN
$1.56B
| $7.48M | ﹤0.01% |
529,821
-107,052
| -17% | -$1.51M |
|
2680
Stock Yards Bancorp
SYBT
$2.19B
| $7.48M | ﹤0.01% |
94,645
-10,448
| -10% | -$825K |
|
|
KLC
2681
KinderCare Learning Companies, Inc.
KLC
$847M
| $7.47M | ﹤0.01% |
740,074
+136,682
| +23% | +$1.38M |
|
2682
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$1.1B
| $7.47M | ﹤0.01% |
75,589
+53,822
| +247% | +$5.32M |
|
2683
Liberty Energy
LBRT
$1.76B
| $7.46M | ﹤0.01% |
649,959
+88,438
| +16% | +$1.02M |
|
2684
Viridian Therapeutics
VRDN
$1.52B
| $7.46M | ﹤0.01% |
533,643
+29,458
| +6% | +$412K |
|
2685
Hanesbrands
HBI
$2.22B
| $7.44M | ﹤0.01% |
1,623,650
-620,939
| -28% | -$2.84M |
|
2686
Vanguard World Funds Extended Duration ETF
EDV
$3.98B
| $7.43M | ﹤0.01% |
110,415
-47,438
| -30% | -$3.19M |
|
2687
Castle Biosciences
CSTL
$633M
| $7.43M | ﹤0.01% |
363,848
+315,089
| +646% | +$6.43M |
|
2688
Vital Energy
VTLE
$634M
| $7.43M | ﹤0.01% |
461,670
+90,735
| +24% | +$1.46M |
|
2689
ENI
E
$52.6B
| $7.42M | ﹤0.01% |
228,954
+8,020
| +4% | +$260K |
|
2690
SPDR Portfolio High Yield Bond ETF
SPHY
$9.2B
| $7.42M | ﹤0.01% |
311,830
+5,821
| +2% | +$139K |
|
2691
SpartanNash
SPTN
$893M
| $7.42M | ﹤0.01% |
279,924
+119,503
| +74% | +$3.17M |
|
2692
GraniteShares 2x Long TSLA Daily ETF
TSLR
$376M
| $7.4M | ﹤0.01% |
391,280
+383,041
| +4,649% | +$7.24M |
|
2693
ArcelorMittal
MT
$26.2B
| $7.38M | ﹤0.01% |
233,826
+46,738
| +25% | +$1.48M |
|
2694
CVB Financial
CVBF
$2.7B
| $7.38M | ﹤0.01% |
372,666
-281,431
| -43% | -$5.57M |
|
2695
Nuveen Multi-Asset Income Fund
NMAI
$431M
| $7.37M | ﹤0.01% |
583,174
+7,521
| +1% | +$95K |
|
2696
Vishay Intertechnology
VSH
$2.06B
| $7.35M | ﹤0.01% |
463,075
-661,078
| -59% | -$10.5M |
|
2697
American Healthcare REIT
AHR
$7.09B
| $7.35M | ﹤0.01% |
200,019
-62,305
| -24% | -$2.29M |
|
2698
Cohen & Steers Select Preferred & Income Fund
PSF
$252M
| $7.34M | ﹤0.01% |
364,208
-2,933
| -0.8% | -$59.1K |
|
2699
Energy Fuels
UUUU
$3.25B
| $7.33M | ﹤0.01% |
1,274,401
+273,384
| +27% | +$1.57M |
|
2700
Quaker Houghton
KWR
$2.43B
| $7.31M | ﹤0.01% |
65,294
+25,708
| +65% | +$2.88M |
|