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 | |
|---|---|---|---|---|---|---|
4801
T-REX 2X Long Tesla Daily Target ETF
TSLT
$515M
| $491K | ﹤0.01% |
30,461
-1,395
| -4% | -$22.5K |
|
|
BBU
4802
Brookfield Business Partners
BBU
$2.46B
| $491K | ﹤0.01% |
18,922
+16,622
| +723% | +$431K |
|
4803
ACNB Corp
ACNB
$473M
| $491K | ﹤0.01% |
11,451
+5,843
| +104% | +$250K |
|
4804
Diamond Hill
DHIL
$382M
| $490K | ﹤0.01% |
3,371
+1,378
| +69% | +$200K |
|
|
BA.PRA
4805
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.04B
| $490K | ﹤0.01% |
7,200
-192,336
| -96% | -$13.1M |
|
4806
American Century Quality Diversified International ETF
QINT
$410M
| $490K | ﹤0.01% |
8,404
+3,945
| +88% | +$230K |
|
4807
First Trust Active Global Quality Income ETF
AGQI
$57.6M
| $489K | ﹤0.01% |
31,806
+6,069
| +24% | +$93.3K |
|
4808
Arteris
AIP
$421M
| $489K | ﹤0.01% |
51,271
+22,789
| +80% | +$217K |
|
4809
Monte Rosa Therapeutics
GLUE
$391M
| $488K | ﹤0.01% |
108,241
+16,727
| +18% | +$75.4K |
|
4810
Invesco International Corporate Bond ETF
PICB
$196M
| $488K | ﹤0.01% |
20,186
| – | – |
|
|
OBE
4811
Obsidian Energy
OBE
$416M
| $487K | ﹤0.01% |
87,667
-652,332
| -88% | -$3.62M |
|
4812
Acacia Research
ACTG
$319M
| $486K | ﹤0.01% |
135,865
-5,986
| -4% | -$21.4K |
|
4813
Greenlight Captial
GLRE
$440M
| $486K | ﹤0.01% |
33,808
-2,706
| -7% | -$38.9K |
|
4814
VanEck Inflation Allocation ETF
RAAX
$158M
| $485K | ﹤0.01% |
+15,606
| New | +$485K |
|
4815
Prime Medicine
PRME
$872M
| $482K | ﹤0.01% |
195,327
+77,647
| +66% | +$192K |
|
|
CANG
4816
Cango
CANG
$789M
| $482K | ﹤0.01% |
99,437
+80,214
| +417% | +$389K |
|
4817
Ichor Holdings
ICHR
$633M
| $481K | ﹤0.01% |
24,506
-157,409
| -87% | -$3.09M |
|
4818
VanEck Green Metals ETF
GMET
$23.1M
| $481K | ﹤0.01% |
20,114
+2,244
| +13% | +$53.7K |
|
|
FVR
4819
FrontView REIT
FVR
$282M
| $479K | ﹤0.01% |
39,890
+15,956
| +67% | +$191K |
|
4820
Bassett Furniture
BSET
$140M
| $478K | ﹤0.01% |
31,469
+4,574
| +17% | +$69.5K |
|
4821
YieldMax COIN Option Income Strategy ETF
CONY
$1.33B
| $478K | ﹤0.01% |
52,337
+49,037
| +1,486% | +$448K |
|
4822
Lands' End
LE
$471M
| $478K | ﹤0.01% |
44,593
+26,465
| +146% | +$283K |
|
4823
Neumora Therapeutics
NMRA
$285M
| $477K | ﹤0.01% |
650,704
-2,455,852
| -79% | -$1.8M |
|
4824
Peapack-Gladstone Financial
PGC
$513M
| $477K | ﹤0.01% |
16,882
-28,006
| -62% | -$791K |
|
4825
Surf Air Mobility
SRFM
$193M
| $477K | ﹤0.01% |
129,152
+65,839
| +104% | +$243K |
|