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 | |
|---|---|---|---|---|---|---|
|
RDUS
3951
DELISTED
Radius Recycling
RDUS
| $1.62M | ﹤0.01% |
54,534
+16,065
| +42% | +$477K |
|
3952
Phibro Animal Health
PAHC
$1.62B
| $1.62M | ﹤0.01% |
63,246
+3,319
| +6% | +$84.8K |
|
3953
Aspen Aerogels
ASPN
$563M
| $1.62M | ﹤0.01% |
272,829
-147,559
| -35% | -$874K |
|
3954
BlackRock Debt Strategies Fund
DSU
$588M
| $1.61M | ﹤0.01% |
152,935
+30,345
| +25% | +$320K |
|
3955
Kaspi.kz JSC
KSPI
$16.8B
| $1.61M | ﹤0.01% |
19,010
-36,939
| -66% | -$3.14M |
|
3956
ALPS Medical Breakthroughs ETF
SBIO
$87.2M
| $1.61M | ﹤0.01% |
53,449
-1,983
| -4% | -$59.6K |
|
3957
Evolv Technologies
EVLV
$1.38B
| $1.61M | ﹤0.01% |
257,421
-405,454
| -61% | -$2.53M |
|
3958
Direxion Daily Technology Bull 3x Shares
TECL
$4.09B
| $1.6M | ﹤0.01% |
17,145
-1,671
| -9% | -$156K |
|
|
AACT
3959
Ares Acquisition Corp II
AACT
$685M
| $1.6M | ﹤0.01% |
141,499
+134,447
| +1,907% | +$1.52M |
|
3960
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$71.6M
| $1.6M | ﹤0.01% |
41,895
+4,964
| +13% | +$190K |
|
3961
Heritage Commerce
HTBK
$629M
| $1.6M | ﹤0.01% |
160,649
+72,117
| +81% | +$716K |
|
3962
LeaderShares Equity Skew ETF
SQEW
$54.9M
| $1.59M | ﹤0.01% |
48,455
+23,628
| +95% | +$776K |
|
3963
ThredUp
TDUP
$1.3B
| $1.59M | ﹤0.01% |
212,240
+170,467
| +408% | +$1.28M |
|
3964
LeMaitre Vascular
LMAT
$2.09B
| $1.59M | ﹤0.01% |
19,127
-6,876
| -26% | -$571K |
|
3965
Vir Biotechnology
VIR
$720M
| $1.59M | ﹤0.01% |
315,167
-162,229
| -34% | -$818K |
|
|
WIW
3966
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$547M
| $1.58M | ﹤0.01% |
180,877
+50,800
| +39% | +$445K |
|
|
CTEV
3967
Claritev Corp
CTEV
$852M
| $1.58M | ﹤0.01% |
35,065
+22,890
| +188% | +$1.03M |
|
3968
Cognyte Software
CGNT
$612M
| $1.58M | ﹤0.01% |
171,049
-196,564
| -53% | -$1.82M |
|
3969
BankFinancial
BFIN
$156M
| $1.58M | ﹤0.01% |
136,455
+33,741
| +33% | +$390K |
|
3970
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$80.6M
| $1.58M | ﹤0.01% |
71,861
+4,625
| +7% | +$102K |
|
3971
Dimensional US Small Cap Value ETF
DFSV
$5.36B
| $1.58M | ﹤0.01% |
53,623
-30
| -0.1% | -$883 |
|
3972
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$134M
| $1.57M | ﹤0.01% |
37,049
+15,336
| +71% | +$651K |
|
3973
VanEck Rare Earth/Strategic Metals ETF
REMX
$777M
| $1.57M | ﹤0.01% |
38,769
-14,936
| -28% | -$606K |
|
|
PMO
3974
Putnam Municipal Opportunities Trust
PMO
$291M
| $1.57M | ﹤0.01% |
158,635
-106,886
| -40% | -$1.06M |
|
|
IPX
3975
IperionX
IPX
$1.39B
| $1.57M | ﹤0.01% |
49,781
-812
| -2% | -$25.6K |
|