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 | |
|---|---|---|---|---|---|---|
3751
Clearwater Paper
CLW
$343M
| $2.14M | ﹤0.01% |
78,647
+56,392
| +253% | +$1.54M |
|
3752
AlTi Global
ALTI
$400M
| $2.14M | ﹤0.01% |
515,865
+211,359
| +69% | +$877K |
|
3753
TELUS International
TIXT
$1.25B
| $2.13M | ﹤0.01% |
587,742
-378,110
| -39% | -$1.37M |
|
3754
First Trust California Municipal High income ETF
FCAL
$196M
| $2.13M | ﹤0.01% |
44,463
+2,731
| +7% | +$131K |
|
|
SAFE
3755
Safehold
SAFE
$1.18B
| $2.12M | ﹤0.01% |
136,505
+26,028
| +24% | +$405K |
|
3756
Miller Industries
MLR
$459M
| $2.12M | ﹤0.01% |
47,660
-21,453
| -31% | -$954K |
|
3757
TFI International
TFII
$7.74B
| $2.12M | ﹤0.01% |
23,601
+3,264
| +16% | +$293K |
|
3758
Barrett Business Services
BBSI
$1.2B
| $2.11M | ﹤0.01% |
50,696
-23,568
| -32% | -$983K |
|
|
MESO
3759
Mesoblast
MESO
$2.03B
| $2.11M | ﹤0.01% |
193,987
+53,492
| +38% | +$583K |
|
3760
Bristow Group
VTOL
$1.09B
| $2.11M | ﹤0.01% |
64,040
+50,002
| +356% | +$1.65M |
|
3761
Gores Guggenheim
PSNY
$2.14B
| $2.1M | ﹤0.01% |
1,965,899
-376,915
| -16% | -$403K |
|
3762
ARKO Corp
ARKO
$555M
| $2.1M | ﹤0.01% |
496,543
+259,251
| +109% | +$1.1M |
|
3763
Direxion Daily Financial Bull 3x Shares
FAS
$2.79B
| $2.1M | ﹤0.01% |
12,446
+10,543
| +554% | +$1.78M |
|
3764
BlackRock Enhanced International Dividend Trust
BGY
$524M
| $2.09M | ﹤0.01% |
361,777
+35,751
| +11% | +$207K |
|
3765
Thermon Group Holdings
THR
$899M
| $2.09M | ﹤0.01% |
74,435
-157,602
| -68% | -$4.43M |
|
3766
Anywhere Real Estate
HOUS
$802M
| $2.09M | ﹤0.01% |
576,170
+361,404
| +168% | +$1.31M |
|
|
GLU
3767
Gabelli Utility & Income Trust
GLU
$107M
| $2.08M | ﹤0.01% |
120,403
+9,215
| +8% | +$159K |
|
3768
SK Telecom
SKM
$8.4B
| $2.08M | ﹤0.01% |
89,182
-69,420
| -44% | -$1.62M |
|
3769
iShares MSCI France ETF
EWQ
$394M
| $2.08M | ﹤0.01% |
48,591
-15,066
| -24% | -$645K |
|
3770
Myers Industries
MYE
$617M
| $2.08M | ﹤0.01% |
143,405
+22,138
| +18% | +$321K |
|
3771
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$349M
| $2.08M | ﹤0.01% |
14,146
-914
| -6% | -$134K |
|
3772
Riley Exploration Permian
REPX
$608M
| $2.07M | ﹤0.01% |
79,058
-38,711
| -33% | -$1.02M |
|
3773
Strive Emerging Markets ex-China ETF
STXE
$99.5M
| $2.07M | ﹤0.01% |
66,717
+14,012
| +27% | +$435K |
|
3774
First Trust Dorsey Wright International Focus 5 ETF
IFV
$174M
| $2.07M | ﹤0.01% |
90,193
+15,213
| +20% | +$349K |
|
3775
iShares Global Materials ETF
MXI
$227M
| $2.07M | ﹤0.01% |
24,180
-1,411
| -6% | -$121K |
|