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 | |
|---|---|---|---|---|---|---|
726
Interactive Brokers
IBKR
$26.8B
| $111M | 0.02% |
1,998,659
+533,779
| +36% | +$29.6M |
|
727
Lucid Motors
LCID
$5.66B
| $111M | 0.02% |
5,245,008
-466,887
| -8% | -$9.85M |
|
728
Nexstar Media Group
NXST
$6.31B
| $111M | 0.02% |
639,635
+161,502
| +34% | +$27.9M |
|
729
PPL Corp
PPL
$26.6B
| $111M | 0.02% |
3,262,029
-314,801
| -9% | -$10.7M |
|
730
Invesco Aerospace & Defense ETF
PPA
$6.2B
| $110M | 0.02% |
779,522
+19,739
| +3% | +$2.8M |
|
731
iShares MSCI Mexico ETF
EWW
$1.84B
| $110M | 0.02% |
1,813,780
+720,137
| +66% | +$43.6M |
|
732
CenterPoint Energy
CNP
$24.7B
| $109M | 0.02% |
2,977,903
-694,329
| -19% | -$25.5M |
|
733
Nordson
NDSN
$12.6B
| $109M | 0.02% |
508,912
+292,018
| +135% | +$62.6M |
|
734
Nutanix
NTNX
$18.7B
| $109M | 0.02% |
1,425,398
+631,856
| +80% | +$48.3M |
|
735
FMC
FMC
$4.72B
| $109M | 0.02% |
2,609,317
+1,403,769
| +116% | +$58.6M |
|
736
Centene
CNC
$14.2B
| $109M | 0.02% |
2,006,735
-143,091
| -7% | -$7.77M |
|
737
Moderna
MRNA
$9.78B
| $109M | 0.02% |
3,942,232
-2,435,305
| -38% | -$67.2M |
|
738
Atmos Energy
ATO
$26.7B
| $109M | 0.02% |
705,748
-224,463
| -24% | -$34.6M |
|
739
Trade Desk
TTD
$25.5B
| $109M | 0.02% |
1,510,007
-471,493
| -24% | -$33.9M |
|
740
HubSpot
HUBS
$25.7B
| $108M | 0.02% |
194,599
-27,499
| -12% | -$15.3M |
|
741
Akero Therapeutics
AKRO
$3.58B
| $108M | 0.02% |
2,028,887
-127,519
| -6% | -$6.8M |
|
742
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.82B
| $108M | 0.02% |
2,204,285
+106,304
| +5% | +$5.22M |
|
743
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.18B
| $108M | 0.02% |
777,164
-6,734
| -0.9% | -$936K |
|
744
Fluor
FLR
$6.72B
| $108M | 0.02% |
2,100,590
+700,416
| +50% | +$35.9M |
|
745
Vanguard Mega Cap 300 Index ETF
MGC
$7.7B
| $107M | 0.02% |
477,698
+45,482
| +11% | +$10.2M |
|
746
WisdomTree US LargeCap Dividend Fund
DLN
$5.26B
| $107M | 0.02% |
1,301,779
-13,443
| -1% | -$1.1M |
|
747
Alcoa
AA
$8.24B
| $107M | 0.02% |
3,612,447
+1,547,589
| +75% | +$45.7M |
|
748
Pinterest
PINS
$25.8B
| $107M | 0.02% |
2,971,948
-3,095,510
| -51% | -$111M |
|
749
Aecom
ACM
$16.8B
| $106M | 0.02% |
942,828
-677,846
| -42% | -$76.5M |
|
750
Zoom
ZM
$25B
| $106M | 0.02% |
1,357,028
+61,184
| +5% | +$4.77M |
|