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 | |
|---|---|---|---|---|---|---|
2751
Braze
BRZE
$3.55B
| $6.9M | ﹤0.01% |
245,591
-439,471
| -64% | -$12.3M |
|
2752
SPS Commerce
SPSC
$4.06B
| $6.89M | ﹤0.01% |
50,639
+13,823
| +38% | +$1.88M |
|
2753
NCR Voyix
VYX
$1.77B
| $6.89M | ﹤0.01% |
587,338
+233,040
| +66% | +$2.73M |
|
2754
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.28B
| $6.88M | ﹤0.01% |
205,114
-53,446
| -21% | -$1.79M |
|
2755
Winnebago Industries
WGO
$925M
| $6.88M | ﹤0.01% |
237,162
-273,551
| -54% | -$7.93M |
|
2756
Sylvamo
SLVM
$1.8B
| $6.87M | ﹤0.01% |
137,126
+51,401
| +60% | +$2.58M |
|
2757
FormFactor
FORM
$2.45B
| $6.87M | ﹤0.01% |
199,612
+2,901
| +1% | +$99.8K |
|
2758
Cellebrite
CLBT
$4.22B
| $6.86M | ﹤0.01% |
428,778
-309,968
| -42% | -$4.96M |
|
2759
Dine Brands
DIN
$374M
| $6.86M | ﹤0.01% |
281,838
+25,680
| +10% | +$625K |
|
2760
Nuveen ESG Emerging Markets Equity ETF
NUEM
$322M
| $6.85M | ﹤0.01% |
206,335
-12,338
| -6% | -$410K |
|
2761
Community Bank
CBU
$3.16B
| $6.85M | ﹤0.01% |
120,389
-39,451
| -25% | -$2.24M |
|
2762
Ziff Davis
ZD
$1.57B
| $6.85M | ﹤0.01% |
226,134
+18,117
| +9% | +$548K |
|
2763
Reaves Utility Income Fund
UTG
$3.39B
| $6.83M | ﹤0.01% |
188,829
+13,284
| +8% | +$481K |
|
2764
Collegium Pharmaceutical
COLL
$1.12B
| $6.83M | ﹤0.01% |
231,036
+14,505
| +7% | +$429K |
|
2765
Grupo Aeroportuario del Sureste
ASR
$10.1B
| $6.83M | ﹤0.01% |
21,416
-17,725
| -45% | -$5.65M |
|
|
TTAM
2766
Titan America SA
TTAM
$2.79B
| $6.83M | ﹤0.01% |
547,188
+540,828
| +8,504% | +$6.75M |
|
2767
NextDecade
NEXT
$1.71B
| $6.83M | ﹤0.01% |
766,384
+96,152
| +14% | +$857K |
|
2768
Westamerica Bancorp
WABC
$1.23B
| $6.82M | ﹤0.01% |
140,895
+53,177
| +61% | +$2.58M |
|
2769
Zurn Elkay Water Solutions
ZWS
$7.91B
| $6.82M | ﹤0.01% |
186,419
-72,695
| -28% | -$2.66M |
|
2770
Power Integrations
POWI
$2.5B
| $6.81M | ﹤0.01% |
121,899
-77,826
| -39% | -$4.35M |
|
2771
Steven Madden
SHOO
$2.36B
| $6.79M | ﹤0.01% |
283,083
-26,073
| -8% | -$625K |
|
2772
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$270M
| $6.79M | ﹤0.01% |
122,496
-6,823
| -5% | -$378K |
|
2773
Lindblad Expeditions
LIND
$710M
| $6.79M | ﹤0.01% |
581,613
+187,739
| +48% | +$2.19M |
|
2774
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$734M
| $6.76M | ﹤0.01% |
106,084
-34,234
| -24% | -$2.18M |
|
2775
Janux Therapeutics
JANX
$1.41B
| $6.76M | ﹤0.01% |
292,533
-195,947
| -40% | -$4.53M |
|