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 | |
|---|---|---|---|---|---|---|
2951
Lifestance Health
LFST
$2.03B
| $5.51M | ﹤0.01% |
1,065,170
+605,861
| +132% | +$3.13M |
|
|
MFA
2952
MFA Financial
MFA
$1.01B
| $5.5M | ﹤0.01% |
581,306
+102,724
| +21% | +$972K |
|
2953
Enlight Renewable Energy
ENLT
$3.86B
| $5.49M | ﹤0.01% |
241,555
+45,231
| +23% | +$1.03M |
|
2954
GraniteShares 2x Long AMD Daily ETF
AMDL
$509M
| $5.49M | ﹤0.01% |
645,121
+434,815
| +207% | +$3.7M |
|
2955
Unitil
UTL
$810M
| $5.48M | ﹤0.01% |
105,153
+37,226
| +55% | +$1.94M |
|
2956
WisdomTree Cloud Computing Fund
WCLD
$335M
| $5.48M | ﹤0.01% |
151,497
-479,186
| -76% | -$17.3M |
|
2957
Eagle Bancorp
EGBN
$618M
| $5.47M | ﹤0.01% |
280,972
+10,271
| +4% | +$200K |
|
2958
Honda
HMC
$44.5B
| $5.47M | ﹤0.01% |
189,811
-157,957
| -45% | -$4.55M |
|
2959
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$409M
| $5.46M | ﹤0.01% |
71,392
+5,173
| +8% | +$396K |
|
2960
Capricor Therapeutics
CAPR
$278M
| $5.46M | ﹤0.01% |
549,427
+156,084
| +40% | +$1.55M |
|
|
BGB
2961
Blackstone Strategic Credit 2027 Term Fund
BGB
$554M
| $5.45M | ﹤0.01% |
449,604
+18,591
| +4% | +$225K |
|
2962
Worthington Enterprises
WOR
$3.04B
| $5.44M | ﹤0.01% |
85,464
+15,170
| +22% | +$965K |
|
2963
iRhythm Technologies
IRTC
$5.53B
| $5.43M | ﹤0.01% |
35,273
-147,833
| -81% | -$22.8M |
|
2964
Xometry
XMTR
$2.62B
| $5.43M | ﹤0.01% |
160,600
+22,480
| +16% | +$760K |
|
2965
Nomad Foods
NOMD
$2.07B
| $5.42M | ﹤0.01% |
319,142
-119,331
| -27% | -$2.03M |
|
2966
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$483M
| $5.42M | ﹤0.01% |
165,790
+17,979
| +12% | +$588K |
|
2967
Arbor Realty Trust
ABR
$2.27B
| $5.41M | ﹤0.01% |
506,001
+87,069
| +21% | +$932K |
|
2968
Angi Inc
ANGI
$769M
| $5.41M | ﹤0.01% |
354,365
+346,614
| +4,472% | +$5.29M |
|
|
RC
2969
Ready Capital
RC
$698M
| $5.38M | ﹤0.01% |
1,230,508
-70,811
| -5% | -$309K |
|
2970
Skyward Specialty Insurance
SKWD
$1.89B
| $5.38M | ﹤0.01% |
93,011
+19,919
| +27% | +$1.15M |
|
2971
Korea Electric Power
KEP
$17.3B
| $5.37M | ﹤0.01% |
376,794
-14,468
| -4% | -$206K |
|
|
THQ
2972
abrdn Healthcare Opportunities Fund
THQ
$701M
| $5.36M | ﹤0.01% |
291,552
-59,199
| -17% | -$1.09M |
|
2973
PROS Holdings
PRO
$721M
| $5.36M | ﹤0.01% |
342,282
+65,685
| +24% | +$1.03M |
|
2974
FLEX LNG
FLNG
$1.34B
| $5.36M | ﹤0.01% |
243,841
-16,530
| -6% | -$363K |
|
2975
Sprott Physical Silver Trust
PSLV
$7.82B
| $5.36M | ﹤0.01% |
437,766
+429,862
| +5,439% | +$5.26M |
|