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 | |
|---|---|---|---|---|---|---|
|
AIRJ
4651
Montana Technologies Corp
AIRJ
$286M
| $608K | ﹤0.01% |
131,304
+72,744
| +124% | +$337K |
|
4652
Direxion Daily Industrials Bull 3X Shares
DUSL
$40.3M
| $605K | ﹤0.01% |
+8,891
| New | +$605K |
|
|
GRRR
4653
Gorilla Technology Group
GRRR
$487M
| $605K | ﹤0.01% |
30,419
-217,322
| -88% | -$4.32M |
|
4654
Taysha Gene Therapies
TSHA
$772M
| $603K | ﹤0.01% |
261,239
-156,893
| -38% | -$362K |
|
4655
Overlay Shares Core Bond ETF
OVB
$36.4M
| $603K | ﹤0.01% |
29,378
+29,036
| +8,490% | +$596K |
|
4656
SPDR S&P North American Natural Resources ETF
NANR
$661M
| $602K | ﹤0.01% |
10,628
+1,539
| +17% | +$87.2K |
|
4657
Lifezone Metals
LZM
$414M
| $602K | ﹤0.01% |
146,030
-10,510
| -7% | -$43.3K |
|
4658
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$479M
| $601K | ﹤0.01% |
33,751
+1
| +0% | +$18 |
|
4659
Global X MSCI Argentina ETF
ARGT
$692M
| $601K | ﹤0.01% |
7,094
-13,008
| -65% | -$1.1M |
|
4660
Quantum Corp
QMCO
$158M
| $600K | ﹤0.01% |
60,221
+38,235
| +174% | +$381K |
|
4661
Relay Therapeutics
RLAY
$803M
| $599K | ﹤0.01% |
173,090
-102,468
| -37% | -$355K |
|
4662
KRONOS Worldwide
KRO
$689M
| $597K | ﹤0.01% |
96,353
+19,822
| +26% | +$123K |
|
4663
iShares JPX-Nikkei 400 ETF
JPXN
$103M
| $597K | ﹤0.01% |
7,454
-1,968
| -21% | -$158K |
|
|
GAM
4664
General American Investors Company
GAM
$1.44B
| $596K | ﹤0.01% |
10,629
+1,549
| +17% | +$86.8K |
|
4665
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$429M
| $594K | ﹤0.01% |
+30,388
| New | +$594K |
|
4666
Trinseo
TSE
$92M
| $594K | ﹤0.01% |
190,465
+168,012
| +748% | +$524K |
|
4667
iShares MSCI Japan Small-Cap ETF
SCJ
$148M
| $591K | ﹤0.01% |
6,962
+5,128
| +280% | +$435K |
|
4668
Atomera
ATOM
$117M
| $591K | ﹤0.01% |
117,243
+43,515
| +59% | +$219K |
|
4669
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$439M
| $590K | ﹤0.01% |
14,935
+14,646
| +5,068% | +$579K |
|
4670
Bankwell Financial Group
BWFG
$359M
| $590K | ﹤0.01% |
16,370
-1,640
| -9% | -$59.1K |
|
4671
QuinStreet
QNST
$959M
| $588K | ﹤0.01% |
36,540
-44,271
| -55% | -$713K |
|
4672
Arbutus Biopharma
ABUS
$815M
| $588K | ﹤0.01% |
190,208
-2,084
| -1% | -$6.44K |
|
4673
Farmers National Banc Corp
FMNB
$550M
| $587K | ﹤0.01% |
42,588
+8,178
| +24% | +$113K |
|
|
NXG
4674
NXG NextGen Infrastructure Income Fund
NXG
$205M
| $585K | ﹤0.01% |
11,640
-6,027
| -34% | -$303K |
|
4675
Real Brokerage
REAX
$1.03B
| $584K | ﹤0.01% |
129,598
-22,994
| -15% | -$104K |
|