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 | |
|---|---|---|---|---|---|---|
2776
iShares MSCI Europe Financials ETF
EUFN
$4.45B
| $6.76M | ﹤0.01% |
213,642
-48,394
| -18% | -$1.53M |
|
2777
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.4B
| $6.75M | ﹤0.01% |
269,685
+26,997
| +11% | +$676K |
|
2778
Coursera
COUR
$1.85B
| $6.75M | ﹤0.01% |
770,123
-33,589
| -4% | -$294K |
|
2779
Oxford Industries
OXM
$687M
| $6.74M | ﹤0.01% |
167,430
-22,864
| -12% | -$920K |
|
2780
Newmark Group
NMRK
$3.39B
| $6.74M | ﹤0.01% |
554,325
+348,439
| +169% | +$4.23M |
|
|
BKV
2781
BKV Corporation
BKV
$1.87B
| $6.73M | ﹤0.01% |
279,187
-37,629
| -12% | -$908K |
|
2782
Ecopetrol
EC
$19.2B
| $6.73M | ﹤0.01% |
760,367
+292,111
| +62% | +$2.59M |
|
2783
Suburban Propane Partners
SPH
$1.23B
| $6.72M | ﹤0.01% |
362,914
-25,255
| -7% | -$468K |
|
2784
Gentherm
THRM
$1.08B
| $6.71M | ﹤0.01% |
237,184
+109,936
| +86% | +$3.11M |
|
2785
Universal Insurance Holdings
UVE
$716M
| $6.7M | ﹤0.01% |
241,650
-123,945
| -34% | -$3.44M |
|
2786
StepStone Group
STEP
$4.72B
| $6.7M | ﹤0.01% |
120,671
-17,595
| -13% | -$977K |
|
2787
Corporacion America
CAAP
$3.07B
| $6.69M | ﹤0.01% |
330,161
-71,587
| -18% | -$1.45M |
|
2788
Herc Holdings
HRI
$4.24B
| $6.69M | ﹤0.01% |
50,767
-64,507
| -56% | -$8.49M |
|
2789
iShares Bitcoin Trust
IBIT
$87.2B
| $6.68M | ﹤0.01% |
109,152
-111,627
| -51% | -$6.83M |
|
2790
Frontdoor
FTDR
$4.85B
| $6.68M | ﹤0.01% |
113,273
-88,360
| -44% | -$5.21M |
|
2791
Galapagos
GLPG
$2.13B
| $6.68M | ﹤0.01% |
238,524
+129,513
| +119% | +$3.63M |
|
2792
First Trust US Equity Opportunities ETF
FPX
$1.1B
| $6.67M | ﹤0.01% |
46,057
-13,190
| -22% | -$1.91M |
|
|
KKR.PRD
2793
KKR & Co. Inc. 6.25% Series D Mandatory Convertible Preferred Stock
KKR.PRD
$2.93B
| $6.66M | ﹤0.01% |
124,196
-119,304
| -49% | -$6.39M |
|
2794
Jamf
JAMF
$1.52B
| $6.63M | ﹤0.01% |
697,554
+231,165
| +50% | +$2.2M |
|
|
BLDP
2795
Ballard Power Systems
BLDP
$757M
| $6.63M | ﹤0.01% |
4,167,824
+353,176
| +9% | +$562K |
|
2796
indie Semiconductor
INDI
$747M
| $6.61M | ﹤0.01% |
1,855,915
-266,716
| -13% | -$950K |
|
2797
La-Z-Boy
LZB
$1.39B
| $6.6M | ﹤0.01% |
177,665
-63,200
| -26% | -$2.35M |
|
2798
PureCycle Technologies
PCT
$2.37B
| $6.6M | ﹤0.01% |
482,025
-429,358
| -47% | -$5.88M |
|
2799
Cipher Mining
CIFR
$4.87B
| $6.6M | ﹤0.01% |
1,380,749
-555,782
| -29% | -$2.66M |
|
2800
Ardagh Metal Packaging
AMBP
$2.21B
| $6.59M | ﹤0.01% |
1,540,879
-2,675,098
| -63% | -$11.4M |
|