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 | |
|---|---|---|---|---|---|---|
3326
Critical Metals Corp
CRML
$673M
| $3.52M | ﹤0.01% |
984,497
+882,800
| +868% | +$3.16M |
|
3327
GeoPark
GPRK
$323M
| $3.52M | ﹤0.01% |
540,425
-235,476
| -30% | -$1.54M |
|
3328
Neuberger Berman Option Strategy ETF
NBOS
$441M
| $3.51M | ﹤0.01% |
134,886
+8,075
| +6% | +$210K |
|
3329
Ginkgo Bioworks
DNA
$676M
| $3.51M | ﹤0.01% |
311,956
+29,340
| +10% | +$330K |
|
3330
United States Lime & Minerals
USLM
$3.66B
| $3.49M | ﹤0.01% |
35,012
+21,076
| +151% | +$2.1M |
|
3331
iShares GNMA Bond ETF
GNMA
$369M
| $3.49M | ﹤0.01% |
79,335
+2,719
| +4% | +$120K |
|
3332
iShares MSCI USA Equal Weighted ETF
EUSA
$1.53B
| $3.49M | ﹤0.01% |
35,165
-1,134
| -3% | -$112K |
|
3333
Ardelyx
ARDX
$1.55B
| $3.48M | ﹤0.01% |
887,928
+66,737
| +8% | +$262K |
|
3334
iShares MSCI Turkey ETF
TUR
$170M
| $3.47M | ﹤0.01% |
107,454
+815
| +0.8% | +$26.3K |
|
3335
SPDR S&P Telecom ETF
XTL
$159M
| $3.46M | ﹤0.01% |
29,498
+16,276
| +123% | +$1.91M |
|
|
AXINU
3336
Axiom Intelligence Acquisition Corp 1 Units
AXINU
$182M
| $3.46M | ﹤0.01% |
+342,466
| New | +$3.46M |
|
3337
Beyond Meat
BYND
$212M
| $3.45M | ﹤0.01% |
989,519
-154,071
| -13% | -$538K |
|
3338
Nabors Industries
NBR
$572M
| $3.45M | ﹤0.01% |
123,225
+20,450
| +20% | +$573K |
|
3339
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.6B
| $3.45M | ﹤0.01% |
55,109
+31,825
| +137% | +$1.99M |
|
3340
Trupanion
TRUP
$1.93B
| $3.45M | ﹤0.01% |
62,268
-86,689
| -58% | -$4.8M |
|
|
CIM
3341
Chimera Investment
CIM
$1.14B
| $3.44M | ﹤0.01% |
248,354
-104,618
| -30% | -$1.45M |
|
3342
Gotham 1000 Value ETF
GVLU
$208M
| $3.44M | ﹤0.01% |
142,862
+6,463
| +5% | +$156K |
|
3343
Protara Therapeutics
TARA
$124M
| $3.44M | ﹤0.01% |
1,135,767
+499,093
| +78% | +$1.51M |
|
3344
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$179M
| $3.44M | ﹤0.01% |
159,779
+9,496
| +6% | +$204K |
|
3345
Altimmune
ALT
$342M
| $3.43M | ﹤0.01% |
886,918
+98,753
| +13% | +$382K |
|
3346
89bio
ETNB
$2.22B
| $3.43M | ﹤0.01% |
349,445
+146,238
| +72% | +$1.44M |
|
3347
Hawkins
HWKN
$3.71B
| $3.43M | ﹤0.01% |
24,146
-1,344
| -5% | -$191K |
|
3348
VanEck Preferred Securities ex Financials ETF
PFXF
$1.94B
| $3.43M | ﹤0.01% |
200,365
-38,791
| -16% | -$664K |
|
3349
iShares USD Green Bond ETF
BGRN
$422M
| $3.43M | ﹤0.01% |
71,932
-2,561
| -3% | -$122K |
|
|
SII
3350
Sprott
SII
$1.86B
| $3.43M | ﹤0.01% |
49,596
-44,040
| -47% | -$3.04M |
|