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 | |
|---|---|---|---|---|---|---|
2926
Arlo Technologies
ARLO
$1.89B
| $5.68M | ﹤0.01% |
334,827
+61,948
| +23% | +$1.05M |
|
2927
Enviri
NVRI
$1.01B
| $5.68M | ﹤0.01% |
654,152
+419,738
| +179% | +$3.64M |
|
|
MFM
2928
MFS Municipal Income Trust
MFM
$220M
| $5.68M | ﹤0.01% |
1,097,729
+42,166
| +4% | +$218K |
|
2929
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$675M
| $5.67M | ﹤0.01% |
128,704
+4,294
| +3% | +$189K |
|
|
FFA
2930
First Trust Enhanced Equity Income Fund
FFA
$429M
| $5.66M | ﹤0.01% |
276,582
+7,683
| +3% | +$157K |
|
|
NUTX
2931
Nutex Health
NUTX
$500M
| $5.66M | ﹤0.01% |
45,475
+41,142
| +950% | +$5.12M |
|
2932
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
| $5.66M | ﹤0.01% |
259,535
+16,180
| +7% | +$353K |
|
2933
iShares MSCI Spain ETF
EWP
$1.39B
| $5.63M | ﹤0.01% |
127,940
+42,919
| +50% | +$1.89M |
|
2934
Knowles
KN
$1.91B
| $5.63M | ﹤0.01% |
319,345
-44,261
| -12% | -$780K |
|
2935
BW LPG
BWLP
$2.4B
| $5.6M | ﹤0.01% |
473,794
+109,160
| +30% | +$1.29M |
|
2936
GH Research
GHRS
$783M
| $5.59M | ﹤0.01% |
458,582
+10,648
| +2% | +$130K |
|
|
GRP.U
2937
Granite Real Estate Investment Trust
GRP.U
$3.37B
| $5.59M | ﹤0.01% |
110,202
+93,976
| +579% | +$4.76M |
|
2938
TMC The Metals Company
TMC
$2.23B
| $5.58M | ﹤0.01% |
846,040
-332,088
| -28% | -$2.19M |
|
2939
IHS Holding
IHS
$2.35B
| $5.58M | ﹤0.01% |
1,004,113
+619,697
| +161% | +$3.45M |
|
2940
Aura Biosciences
AURA
$379M
| $5.58M | ﹤0.01% |
891,028
+137,870
| +18% | +$863K |
|
2941
Zegna
ZGN
$2.38B
| $5.58M | ﹤0.01% |
652,142
+85,622
| +15% | +$732K |
|
|
UMH
2942
UMH Properties
UMH
$1.28B
| $5.57M | ﹤0.01% |
331,643
+89,864
| +37% | +$1.51M |
|
2943
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$519M
| $5.57M | ﹤0.01% |
280,525
+532
| +0.2% | +$10.6K |
|
2944
TruBridge
TBRG
$311M
| $5.56M | ﹤0.01% |
237,265
-41,676
| -15% | -$976K |
|
2945
AZZ Inc
AZZ
$3.44B
| $5.54M | ﹤0.01% |
58,626
-33,574
| -36% | -$3.17M |
|
2946
WesBanco
WSBC
$2.99B
| $5.53M | ﹤0.01% |
174,873
+37,859
| +28% | +$1.2M |
|
2947
Grupo Aeroportuario del Pacifico
PAC
$12.5B
| $5.53M | ﹤0.01% |
24,086
-16,469
| -41% | -$3.78M |
|
2948
Brookfield Infrastructure Partners
BIP
$14.2B
| $5.53M | ﹤0.01% |
165,030
+6,704
| +4% | +$225K |
|
2949
Strive 500 ETF
STRV
$1.01B
| $5.51M | ﹤0.01% |
137,535
-270,382
| -66% | -$10.8M |
|
2950
Compass Diversified
CODI
$549M
| $5.51M | ﹤0.01% |
877,175
+334,807
| +62% | +$2.1M |
|