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 |
Tesla
TSLA
|
+$448M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$344M |
| 3 |
Exxon Mobil
XOM
|
+$302M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$234M |
| 5 |
TSMC
TSM
|
+$231M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$924M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$837M |
| 3 |
UBS Group
UBS
|
+$706M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
+$462M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$388M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.21% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Palantir
PLTR
$392B
| $56.3M | 0.02% |
4,103,600
+514,867
| +14% | +$7.07M |
|
577
Alexandria Real Estate Equities
ARE
$14.4B
| $56.2M | 0.02% |
279,026
+37,200
| +15% | +$7.49M |
|
578
Victoria's Secret
VSCO
$2.04B
| $56.1M | 0.02% |
1,092,606
+609,003
| +126% | +$31.3M |
|
579
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.23B
| $55.4M | 0.02% |
2,642,113
-8,859
| -0.3% | -$186K |
|
580
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $55.4M | 0.02% |
+1,101,706
| New | +$55.4M |
|
581
Rio Tinto
RIO
$101B
| $55M | 0.02% |
683,502
-73,117
| -10% | -$5.88M |
|
582
FMC
FMC
$4.62B
| $54.8M | 0.02% |
416,745
+72,181
| +21% | +$9.5M |
|
583
Cleveland-Cliffs
CLF
$5.58B
| $54.5M | 0.02% |
1,692,172
+119,759
| +8% | +$3.86M |
|
584
GoDaddy
GDDY
$20.1B
| $54.4M | 0.02% |
649,808
+45,230
| +7% | +$3.79M |
|
|
HZNP
585
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $54.3M | 0.02% |
515,652
-119,896
| -19% | -$12.6M |
|
586
AutoZone
AZO
$71.2B
| $54.1M | 0.02% |
26,473
-9,140
| -26% | -$18.7M |
|
587
Cognizant
CTSH
$33.7B
| $53.8M | 0.02% |
600,240
-204,181
| -25% | -$18.3M |
|
588
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.7B
| $53.7M | 0.02% |
1,989,663
-60,340
| -3% | -$1.63M |
|
589
Monster Beverage
MNST
$61.4B
| $53.5M | 0.02% |
1,340,064
-498,778
| -27% | -$19.9M |
|
590
Fifth Third Bancorp
FITB
$30.1B
| $53.4M | 0.02% |
1,241,214
-311,480
| -20% | -$13.4M |
|
591
Take-Two Interactive
TTWO
$44.9B
| $53.2M | 0.02% |
345,938
+3,939
| +1% | +$606K |
|
592
American Airlines Group
AAL
$8.45B
| $53.1M | 0.02% |
2,911,307
+824,508
| +40% | +$15M |
|
593
Akamai
AKAM
$11B
| $53M | 0.02% |
444,047
-54,219
| -11% | -$6.47M |
|
594
iShares MSCI KLD 400 Social ETF
DSI
$4.84B
| $53M | 0.02% |
611,802
-18,193
| -3% | -$1.58M |
|
595
T Rowe Price
TROW
$23.4B
| $52.7M | 0.02% |
348,823
-126,391
| -27% | -$19.1M |
|
596
Canadian National Railway
CNI
$57.7B
| $52.7M | 0.02% |
392,797
+26,039
| +7% | +$3.49M |
|
597
Yum China
YUMC
$16.3B
| $52.6M | 0.02% |
1,265,218
-407,259
| -24% | -$16.9M |
|
598
SBA Communications
SBAC
$20.8B
| $52.5M | 0.02% |
152,641
+75,234
| +97% | +$25.9M |
|
599
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| $52.5M | 0.02% |
1,113,231
+799,855
| +255% | +$37.7M |
|
600
WisdomTree US SmallCap Earnings Fund
EES
$631M
| $52.5M | 0.02% |
1,094,545
+333,074
| +44% | +$16M |
|