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 | |
|---|---|---|---|---|---|---|
3051
Energy Recovery
ERII
$793M
| $4.93M | ﹤0.01% |
385,604
+323,329
| +519% | +$4.13M |
|
3052
Inspire Global Hope ETF
BLES
$123M
| $4.93M | ﹤0.01% |
121,204
+15,182
| +14% | +$617K |
|
3053
Absci
ABSI
$402M
| $4.91M | ﹤0.01% |
1,908,839
-154,368
| -7% | -$397K |
|
3054
First Busey Corp
BUSE
$2.23B
| $4.91M | ﹤0.01% |
214,363
+100,464
| +88% | +$2.3M |
|
3055
EVgo
EVGO
$625M
| $4.91M | ﹤0.01% |
1,343,931
+833,699
| +163% | +$3.04M |
|
3056
Bandwidth Inc
BAND
$548M
| $4.88M | ﹤0.01% |
306,787
+14,530
| +5% | +$231K |
|
3057
iShares Core 10+ Year USD Bond ETF
ILTB
$588M
| $4.88M | ﹤0.01% |
98,650
+24,147
| +32% | +$1.19M |
|
3058
Invesco Biotechnology & Genome ETF
PBE
$223M
| $4.87M | ﹤0.01% |
75,983
+2,753
| +4% | +$176K |
|
3059
Millicom
TIGO
$8B
| $4.87M | ﹤0.01% |
129,920
-46,243
| -26% | -$1.73M |
|
3060
NovoCure
NVCR
$1.43B
| $4.87M | ﹤0.01% |
273,382
-130,157
| -32% | -$2.32M |
|
3061
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
| $4.85M | ﹤0.01% |
165,772
+4,846
| +3% | +$142K |
|
3062
Liberty Broadband Class A
LBRDA
$8.75B
| $4.85M | ﹤0.01% |
49,557
+27,652
| +126% | +$2.7M |
|
|
RHLD
3063
Resolute Holdings Management Common Stock
RHLD
$619M
| $4.84M | ﹤0.01% |
151,966
-72,751
| -32% | -$2.32M |
|
3064
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
| $4.84M | ﹤0.01% |
74,709
+2,558
| +4% | +$166K |
|
3065
SFL Corp
SFL
$1.07B
| $4.84M | ﹤0.01% |
581,056
+198,549
| +52% | +$1.65M |
|
3066
Globalstar
GSAT
$4.36B
| $4.84M | ﹤0.01% |
205,415
-67,726
| -25% | -$1.59M |
|
|
MSTU
3067
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$1.13B
| $4.84M | ﹤0.01% |
559,139
-710,730
| -56% | -$6.15M |
|
3068
Porch Group
PRCH
$1.87B
| $4.84M | ﹤0.01% |
410,143
+361,685
| +746% | +$4.26M |
|
|
ETW
3069
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$980M
| $4.82M | ﹤0.01% |
556,848
-155,774
| -22% | -$1.35M |
|
|
EMO
3070
ClearBridge Energy Midstream Opportunity Fund
EMO
$851M
| $4.81M | ﹤0.01% |
100,297
+4,042
| +4% | +$194K |
|
|
VRE
3071
Veris Residential
VRE
$1.45B
| $4.81M | ﹤0.01% |
323,088
+67,485
| +26% | +$1M |
|
|
DPG
3072
Duff & Phelps Utility and Infrastructure Fund
DPG
$458M
| $4.8M | ﹤0.01% |
386,986
+27,552
| +8% | +$342K |
|
3073
Perella Weinberg Partners
PWP
$1.48B
| $4.8M | ﹤0.01% |
247,237
+122,035
| +97% | +$2.37M |
|
3074
Ituran Location and Control
ITRN
$713M
| $4.8M | ﹤0.01% |
123,868
-43,176
| -26% | -$1.67M |
|
3075
Independent Bank
INDB
$3.62B
| $4.8M | ﹤0.01% |
76,287
+15,342
| +25% | +$965K |
|