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 | |
|---|---|---|---|---|---|---|
4826
Sky Harbour Group
SKYH
$341M
| $476K | ﹤0.01% |
48,764
-27,813
| -36% | -$272K |
|
4827
TELA Bio
TELA
$64.2M
| $476K | ﹤0.01% |
245,548
-85,135
| -26% | -$165K |
|
4828
BlackRock MuniHoldings Fund
MHD
$610M
| $476K | ﹤0.01% |
42,517
-39,114
| -48% | -$438K |
|
4829
MeiraGTx Holdings
MGTX
$608M
| $475K | ﹤0.01% |
72,899
+10,108
| +16% | +$65.9K |
|
4830
Torrid Holdings
CURV
$179M
| $475K | ﹤0.01% |
161,056
+95,657
| +146% | +$282K |
|
4831
Pacer Industrial Real Estate ETF
INDS
$123M
| $475K | ﹤0.01% |
12,834
-2,098
| -14% | -$77.6K |
|
4832
SmartFinancial
SMBK
$628M
| $475K | ﹤0.01% |
14,052
+4,813
| +52% | +$163K |
|
|
CLYM
4833
Climb Bio
CLYM
$157M
| $474K | ﹤0.01% |
382,482
+257
| +0.1% | +$319 |
|
4834
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$347M
| $473K | ﹤0.01% |
8,384
-8,465
| -50% | -$478K |
|
4835
Global X MSCI Norway ETF
NORW
$56.3M
| $472K | ﹤0.01% |
16,144
-4,749
| -23% | -$139K |
|
4836
Pearson
PSO
$8.99B
| $472K | ﹤0.01% |
31,596
-42,617
| -57% | -$636K |
|
4837
CarParts.com
PRTS
$41M
| $471K | ﹤0.01% |
636,623
+636,465
| +402,826% | +$471K |
|
4838
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$358M
| $470K | ﹤0.01% |
8,839
-1,598
| -15% | -$85K |
|
4839
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$163M
| $469K | ﹤0.01% |
14,467
-10,289
| -42% | -$333K |
|
4840
Sleep Number
SNBR
$189M
| $468K | ﹤0.01% |
69,235
-46,495
| -40% | -$314K |
|
4841
Motley Fool Mid-Cap Growth ETF
TMFM
$167M
| $467K | ﹤0.01% |
+17,503
| New | +$467K |
|
4842
BlackRock Income Trust
BKT
$278M
| $467K | ﹤0.01% |
39,750
+700
| +2% | +$8.23K |
|
4843
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$122M
| $467K | ﹤0.01% |
+9,476
| New | +$467K |
|
4844
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.66B
| $466K | ﹤0.01% |
2,688
-20,542
| -88% | -$3.56M |
|
4845
Sensus Healthcare
SRTS
$51.1M
| $466K | ﹤0.01% |
98,305
+12,737
| +15% | +$60.4K |
|
|
COLO
4846
Global X MSCI Colombia ETF
COLO
$104M
| $464K | ﹤0.01% |
16,100
+10,189
| +172% | +$294K |
|
4847
Origin Materials
ORGN
$78.1M
| $464K | ﹤0.01% |
960,427
+492,461
| +105% | +$238K |
|
4848
Betterware México
BWMX
$498M
| $464K | ﹤0.01% |
53,626
+26,062
| +95% | +$225K |
|
|
MPV
4849
Barings Participation Investors
MPV
$216M
| $462K | ﹤0.01% |
22,970
-9,177
| -29% | -$185K |
|
4850
BayCom
BCML
$325M
| $462K | ﹤0.01% |
16,662
+8,052
| +94% | +$223K |
|