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 | |
|---|---|---|---|---|---|---|
4326
Equity Bancshares
EQBK
$807M
| $976K | ﹤0.01% |
23,917
+7,902
| +49% | +$322K |
|
4327
Golden Entertainment
GDEN
$643M
| $976K | ﹤0.01% |
33,152
-30,397
| -48% | -$895K |
|
|
PVLA
4328
Palvella Therapeutics
PVLA
$644M
| $973K | ﹤0.01% |
43,149
+33,095
| +329% | +$746K |
|
4329
VictoryShares Dividend Accelerator ETF
VSDA
$238M
| $971K | ﹤0.01% |
+18,752
| New | +$971K |
|
4330
Hyliion Holdings
HYLN
$347M
| $970K | ﹤0.01% |
734,816
-301,264
| -29% | -$398K |
|
4331
HUTCHMED
HCM
$2.93B
| $969K | ﹤0.01% |
64,386
-152,179
| -70% | -$2.29M |
|
4332
Funko
FNKO
$189M
| $968K | ﹤0.01% |
203,455
+102,924
| +102% | +$490K |
|
4333
FT Energy Income Partners Strategy ETF
EIPX
$383M
| $967K | ﹤0.01% |
37,735
+28,190
| +295% | +$723K |
|
4334
Anika Therapeutics
ANIK
$128M
| $963K | ﹤0.01% |
91,067
+77,015
| +548% | +$815K |
|
4335
Allient
ALNT
$790M
| $963K | ﹤0.01% |
26,521
-23,234
| -47% | -$844K |
|
4336
Veru
VERU
$50.8M
| $963K | ﹤0.01% |
165,459
-31,219
| -16% | -$182K |
|
4337
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.14B
| $963K | ﹤0.01% |
122,019
-9,229
| -7% | -$72.8K |
|
4338
AB High Yield ETF
HYFI
$273M
| $961K | ﹤0.01% |
25,642
+5,243
| +26% | +$196K |
|
4339
FerroAtlántica
GSM
$782M
| $959K | ﹤0.01% |
261,172
-29,482
| -10% | -$108K |
|
4340
Gilat Satellite Networks
GILT
$665M
| $958K | ﹤0.01% |
135,058
-6,853
| -5% | -$48.6K |
|
|
XIFR
4341
XPLR Infrastructure LP
XIFR
$928M
| $957K | ﹤0.01% |
116,748
-194,685
| -63% | -$1.6M |
|
4342
REX American Resources
REX
$1.01B
| $956K | ﹤0.01% |
19,617
-24,624
| -56% | -$1.2M |
|
4343
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$106M
| $955K | ﹤0.01% |
67,136
+12,042
| +22% | +$171K |
|
4344
Grupo Aeroportuario Centro Norte
OMAB
$5.17B
| $955K | ﹤0.01% |
9,050
-7,489
| -45% | -$790K |
|
4345
Seanergy Maritime Holdings
SHIP
$183M
| $954K | ﹤0.01% |
151,209
+8,672
| +6% | +$54.7K |
|
4346
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$496M
| $953K | ﹤0.01% |
40,981
-18,244
| -31% | -$424K |
|
|
TE
4347
T1 Energy Inc
TE
$328M
| $950K | ﹤0.01% |
772,213
+252,524
| +49% | +$311K |
|
4348
Applied Finance Valuation Large Cap ETF
VSLU
$302M
| $949K | ﹤0.01% |
24,246
-2,035
| -8% | -$79.7K |
|
4349
Rayliant Quantamental China Equity ETF
RAYC
$21.1M
| $947K | ﹤0.01% |
63,280
-1,802
| -3% | -$27K |
|
|
OPRA
4350
Opera Ltd
OPRA
$1.68B
| $945K | ﹤0.01% |
49,976
-45,143
| -47% | -$853K |
|