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 | |
|---|---|---|---|---|---|---|
4176
Central Pacific Financial
CPF
$835M
| $1.19M | ﹤0.01% |
42,287
-6,578
| -13% | -$184K |
|
4177
Douglas Dynamics
PLOW
$745M
| $1.18M | ﹤0.01% |
40,179
+445
| +1% | +$13.1K |
|
4178
SPDR S&P Global Dividend ETF
WDIV
$225M
| $1.18M | ﹤0.01% |
16,767
+2,951
| +21% | +$208K |
|
4179
CI&T Inc
CINT
$737M
| $1.18M | ﹤0.01% |
198,079
+178,379
| +905% | +$1.06M |
|
4180
Mama's Creations
MAMA
$433M
| $1.18M | ﹤0.01% |
142,150
-3,714
| -3% | -$30.8K |
|
4181
LivePerson
LPSN
$97.5M
| $1.18M | ﹤0.01% |
1,166,637
+318,201
| +38% | +$321K |
|
|
CHYM
4182
Chime Financial
CHYM
$8.68B
| $1.18M | ﹤0.01% |
+34,133
| New | +$1.18M |
|
4183
Rayonier Advanced Materials
RYAM
$478M
| $1.17M | ﹤0.01% |
304,965
+268,399
| +734% | +$1.03M |
|
4184
Siebert Financial
SIEB
$127M
| $1.17M | ﹤0.01% |
265,187
+264,782
| +65,378% | +$1.17M |
|
4185
CuriosityStream
CURI
$305M
| $1.17M | ﹤0.01% |
208,041
+133,443
| +179% | +$751K |
|
4186
Contango ORE
CTGO
$304M
| $1.17M | ﹤0.01% |
60,083
+45,671
| +317% | +$890K |
|
4187
Algoma Steel
ASTL
$461M
| $1.17M | ﹤0.01% |
169,337
+69,924
| +70% | +$482K |
|
|
SRTA
4188
Strata Critical Medical Inc
SRTA
$486M
| $1.17M | ﹤0.01% |
289,413
+90,098
| +45% | +$363K |
|
4189
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$502M
| $1.17M | ﹤0.01% |
102,758
-8,433
| -8% | -$95.7K |
|
4190
iShares Global Timber & Forestry ETF
WOOD
$243M
| $1.17M | ﹤0.01% |
15,885
+8
| +0.1% | +$587 |
|
4191
RLX Technology
RLX
$3.09B
| $1.16M | ﹤0.01% |
526,467
-700,535
| -57% | -$1.55M |
|
4192
Skillsoft
SKIL
$125M
| $1.16M | ﹤0.01% |
72,757
-12,394
| -15% | -$198K |
|
4193
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$427M
| $1.16M | ﹤0.01% |
73,456
-1,376
| -2% | -$21.8K |
|
4194
Dyne Therapeutics
DYN
$1.87B
| $1.16M | ﹤0.01% |
121,792
-235,962
| -66% | -$2.25M |
|
|
FT
4195
Franklin Universal Trust
FT
$197M
| $1.16M | ﹤0.01% |
152,130
+18,306
| +14% | +$139K |
|
4196
Invesco DB US Dollar Index Bearish Fund
UDN
$151M
| $1.16M | ﹤0.01% |
61,297
+48,343
| +373% | +$914K |
|
4197
Olaplex Holdings
OLPX
$947M
| $1.16M | ﹤0.01% |
827,440
+127,709
| +18% | +$179K |
|
4198
SES AI
SES
$576M
| $1.16M | ﹤0.01% |
1,303,774
-5,998,457
| -82% | -$5.33M |
|
4199
Varex Imaging
VREX
$510M
| $1.16M | ﹤0.01% |
133,481
+90,822
| +213% | +$787K |
|
4200
Sutro Biopharma
STRO
$75.2M
| $1.16M | ﹤0.01% |
1,618,884
+1,543,313
| +2,042% | +$1.1M |
|