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 | |
|---|---|---|---|---|---|---|
4201
Westrock Coffee
WEST
$481M
| $1.16M | ﹤0.01% |
201,665
-119,754
| -37% | -$686K |
|
4202
Tarsus Pharmaceuticals
TARS
$2.32B
| $1.15M | ﹤0.01% |
28,506
-64,181
| -69% | -$2.6M |
|
4203
2x Bitcoin Strategy ETF
BITX
$2.42B
| $1.15M | ﹤0.01% |
+21,300
| New | +$1.15M |
|
4204
WisdomTree International MidCap Dividend Fund
DIM
$159M
| $1.15M | ﹤0.01% |
15,246
-1,835
| -11% | -$138K |
|
4205
ZipRecruiter
ZIP
$433M
| $1.15M | ﹤0.01% |
229,023
-138,422
| -38% | -$693K |
|
4206
VanEck Steel ETF
SLX
$84.7M
| $1.15M | ﹤0.01% |
17,326
-486
| -3% | -$32.2K |
|
4207
Viant Technology
DSP
$148M
| $1.15M | ﹤0.01% |
86,546
+35,947
| +71% | +$476K |
|
|
AVR
4208
Anteris Technologies
AVR
$195M
| $1.14M | ﹤0.01% |
301,158
+170,674
| +131% | +$647K |
|
4209
VinFast Auto
VFS
$7.55B
| $1.14M | ﹤0.01% |
319,442
-37,675
| -11% | -$135K |
|
4210
Journey Medical
DERM
$192M
| $1.14M | ﹤0.01% |
158,751
+141,713
| +832% | +$1.02M |
|
4211
Getty Images
GETY
$859M
| $1.14M | ﹤0.01% |
685,692
+62,446
| +10% | +$104K |
|
4212
Belpointe PREP
OZ
$245M
| $1.14M | ﹤0.01% |
17,743
-2,105
| -11% | -$135K |
|
4213
W&T Offshore
WTI
$261M
| $1.13M | ﹤0.01% |
687,318
-11,075
| -2% | -$18.3K |
|
4214
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$123M
| $1.13M | ﹤0.01% |
13,642
-928
| -6% | -$77K |
|
|
ACRE
4215
Ares Commercial Real Estate
ACRE
$266M
| $1.13M | ﹤0.01% |
237,353
-44,205
| -16% | -$211K |
|
|
FPI
4216
Farmland Partners
FPI
$489M
| $1.13M | ﹤0.01% |
98,194
+4,181
| +4% | +$48.1K |
|
4217
VEON
VEON
$3.65B
| $1.13M | ﹤0.01% |
24,528
+15,002
| +157% | +$691K |
|
4218
PACS Group
PACS
$1.86B
| $1.13M | ﹤0.01% |
87,445
+5,854
| +7% | +$75.6K |
|
4219
Orrstown Financial Services
ORRF
$691M
| $1.13M | ﹤0.01% |
35,486
+11,842
| +50% | +$377K |
|
4220
Celcuity
CELC
$2.2B
| $1.13M | ﹤0.01% |
84,592
+16,353
| +24% | +$218K |
|
4221
Clean Energy Fuels
CLNE
$581M
| $1.13M | ﹤0.01% |
577,547
-119,761
| -17% | -$234K |
|
4222
FT Vest US Equity Moderate Buffer ETF August
GAUG
$331M
| $1.13M | ﹤0.01% |
30,431
+28,779
| +1,742% | +$1.06M |
|
4223
NWPX Infrastructure Inc
NWPX
$509M
| $1.13M | ﹤0.01% |
27,448
+6,674
| +32% | +$274K |
|
4224
Woori Financial
WF
$13.9B
| $1.12M | ﹤0.01% |
22,613
+20,217
| +844% | +$1.01M |
|
4225
Virtus Investment Partners
VRTS
$1.29B
| $1.12M | ﹤0.01% |
6,192
-4,717
| -43% | -$856K |
|