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 |
Strategy Inc Common Stock Class A
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
DocuSign
DOCU
$16B
| $104M | 0.02% |
1,155,364
+397,194
| +52% | +$35.7M |
|
702
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.14B
| $104M | 0.02% |
1,343,531
+482,317
| +56% | +$37.2M |
|
703
SPDR Euro Stoxx 50 ETF
FEZ
$4.56B
| $103M | 0.02% |
2,149,312
+1,139,470
| +113% | +$54.9M |
|
704
Gartner
IT
$18.7B
| $103M | 0.02% |
213,356
+80,924
| +61% | +$39.2M |
|
705
IonQ
IONQ
$13.1B
| $103M | 0.02% |
2,472,677
+2,340,443
| +1,770% | +$97.8M |
|
706
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $103M | 0.02% |
1,026,638
+90,173
| +10% | +$9.05M |
|
707
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $103M | 0.02% |
1,765,187
-921,534
| -34% | -$53.6M |
|
708
MGM Resorts International
MGM
$9.8B
| $103M | 0.02% |
2,960,060
+1,931,883
| +188% | +$66.9M |
|
709
iShares MSCI ACWI ETF
ACWI
$22.3B
| $102M | 0.02% |
872,160
+62,603
| +8% | +$7.36M |
|
710
J.M. Smucker
SJM
$11.8B
| $102M | 0.02% |
923,529
+652,357
| +241% | +$71.8M |
|
711
Celanese
CE
$4.89B
| $102M | 0.02% |
1,468,975
+1,064,006
| +263% | +$73.6M |
|
712
Centene
CNC
$15.3B
| $101M | 0.02% |
1,671,068
+507,816
| +44% | +$30.8M |
|
713
Nextracker
NXT
$9.52B
| $100M | 0.02% |
2,749,881
+2,512,228
| +1,057% | +$91.8M |
|
714
PVH
PVH
$3.96B
| $100M | 0.02% |
949,185
+849,433
| +852% | +$89.8M |
|
715
Madrigal Pharmaceuticals
MDGL
$10B
| $100M | 0.02% |
325,274
+144,644
| +80% | +$44.6M |
|
716
WisdomTree US LargeCap Dividend Fund
DLN
$5.26B
| $100M | 0.02% |
1,288,065
+19,509
| +2% | +$1.52M |
|
717
PTC
PTC
$24.4B
| $100M | 0.02% |
544,677
+200,224
| +58% | +$36.8M |
|
718
GameStop
GME
$10.6B
| $100M | 0.02% |
3,190,980
+3,007,031
| +1,635% | +$94.2M |
|
719
Toll Brothers
TOL
$14B
| $99.9M | 0.02% |
793,048
+368,382
| +87% | +$46.4M |
|
720
W.R. Berkley
WRB
$27.4B
| $99.8M | 0.02% |
1,704,964
-683,476
| -29% | -$40M |
|
721
Vanguard Communication Services ETF
VOX
$5.87B
| $99.7M | 0.02% |
643,708
-9,419
| -1% | -$1.46M |
|
722
Equity Lifestyle Properties
ELS
$11.9B
| $99.5M | 0.02% |
1,494,684
+837,832
| +128% | +$55.8M |
|
723
Pool Corp
POOL
$12B
| $99.2M | 0.02% |
290,912
+194,161
| +201% | +$66.2M |
|
724
BioMarin Pharmaceuticals
BMRN
$10.7B
| $99.2M | 0.02% |
1,508,633
+646,662
| +75% | +$42.5M |
|
725
Vanguard S&P 500 Value ETF
VOOV
$5.68B
| $98.9M | 0.02% |
536,172
+2,105
| +0.4% | +$388K |
|