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 | |
|---|---|---|---|---|---|---|
4751
Kingstone Companies
KINS
$194M
| $524K | ﹤0.01% |
33,990
+24,441
| +256% | +$377K |
|
|
MCHB
4752
Mechanics Bancorp
MCHB
$3.02B
| $523K | ﹤0.01% |
40,053
-10,023
| -20% | -$131K |
|
|
ADUR
4753
Aduro Clean Technologies
ADUR
$410M
| $523K | ﹤0.01% |
58,392
+49,458
| +554% | +$443K |
|
4754
Cooper-Standard Automotive
CPS
$670M
| $523K | ﹤0.01% |
24,328
-9,242
| -28% | -$199K |
|
|
NEE.PRR
4755
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
| $523K | ﹤0.01% |
13,161
-1,460
| -10% | -$58K |
|
4756
Global X SuperDividend REIT ETF
SRET
$199M
| $523K | ﹤0.01% |
24,699
-155,468
| -86% | -$3.29M |
|
|
MLACU
4757
Mountain Lake Acquisition Corp Units
MLACU
| $523K | ﹤0.01% |
50,977
-623
| -1% | -$6.39K |
|
4758
Weyco Group
WEYS
$294M
| $521K | ﹤0.01% |
15,722
+3,498
| +29% | +$116K |
|
|
PMM
4759
Putnam Managed Municipal Income
PMM
$265M
| $520K | ﹤0.01% |
86,910
-78,575
| -47% | -$470K |
|
4760
International General Insurance
IGIC
$1.03B
| $519K | ﹤0.01% |
21,623
+9,002
| +71% | +$216K |
|
4761
Phunware
PHUN
$58.5M
| $519K | ﹤0.01% |
163,592
-293,900
| -64% | -$932K |
|
4762
Haverty Furniture Companies
HVT
$369M
| $519K | ﹤0.01% |
25,481
-46,870
| -65% | -$954K |
|
4763
Bowen Acquisition Corp
BOWN
| $518K | ﹤0.01% |
49,317
+46,401
| +1,591% | +$488K |
|
4764
CVRx
CVRX
$187M
| $518K | ﹤0.01% |
88,144
+13,846
| +19% | +$81.4K |
|
4765
OPAL Fuels
OPAL
$63.8M
| $518K | ﹤0.01% |
214,046
+118,638
| +124% | +$287K |
|
4766
Compugen
CGEN
$124M
| $517K | ﹤0.01% |
290,425
-131
| -0% | -$233 |
|
4767
Jerash Holdings
JRSH
$42.5M
| $516K | ﹤0.01% |
157,441
+140,605
| +835% | +$461K |
|
4768
SPDR S&P Health Care Services ETF
XHS
$74M
| $516K | ﹤0.01% |
5,184
+65
| +1% | +$6.47K |
|
|
SOR
4769
Source Capital
SOR
$370M
| $515K | ﹤0.01% |
11,885
-28
| -0.2% | -$1.21K |
|
4770
WhiteHorse Finance
WHF
$187M
| $513K | ﹤0.01% |
58,822
+37,294
| +173% | +$325K |
|
4771
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$163M
| $513K | ﹤0.01% |
34,657
-34,379
| -50% | -$509K |
|
4772
Amplitude
AMPL
$1.6B
| $513K | ﹤0.01% |
41,338
-7,167
| -15% | -$88.9K |
|
4773
Global X Genomics & Biotechnology ETF
GNOM
$47.1M
| $513K | ﹤0.01% |
15,200
-3,465
| -19% | -$117K |
|
4774
Forge Global Holdings
FRGE
$236M
| $512K | ﹤0.01% |
26,872
+4,007
| +18% | +$76.3K |
|
4775
WisdomTree US AI Enhanced Value Fund
AIVL
$389M
| $511K | ﹤0.01% |
4,522
+3,642
| +414% | +$412K |
|