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 | |
|---|---|---|---|---|---|---|
801
Vale
VALE
$44.2B
| $96.9M | 0.02% |
9,982,354
+3,869,796
| +63% | +$37.6M |
|
802
Schwab U.S Small- Cap ETF
SCHA
$18.7B
| $96.8M | 0.02% |
3,825,354
-48,132
| -1% | -$1.22M |
|
803
VanEck Oil Services ETF
OIH
$838M
| $96.4M | 0.02% |
418,695
+29,855
| +8% | +$6.88M |
|
804
Mobileye
MBLY
$12.1B
| $96.3M | 0.02% |
5,355,481
-502,918
| -9% | -$9.04M |
|
805
Old Dominion Freight Line
ODFL
$31.8B
| $96.3M | 0.02% |
593,243
-103,641
| -15% | -$16.8M |
|
806
Trimble
TRMB
$19.3B
| $96.3M | 0.02% |
1,266,853
-81,516
| -6% | -$6.19M |
|
807
Airbnb
ABNB
$76.3B
| $96.2M | 0.02% |
726,590
-424,009
| -37% | -$56.1M |
|
808
Tapestry
TPR
$21.8B
| $96.1M | 0.02% |
1,094,613
-1,228,083
| -53% | -$108M |
|
809
MakeMyTrip
MMYT
$9.53B
| $96M | 0.02% |
979,793
+367,352
| +60% | +$36M |
|
810
Seadrill
SDRL
$2.03B
| $95.9M | 0.02% |
3,652,361
-459,818
| -11% | -$12.1M |
|
811
Skyworks Solutions
SWKS
$11.2B
| $95.2M | 0.02% |
1,277,309
+9,146
| +0.7% | +$682K |
|
812
Molson Coors Class B
TAP
$9.86B
| $95M | 0.02% |
1,976,011
+500,101
| +34% | +$24M |
|
813
Waste Connections
WCN
$45.9B
| $94.3M | 0.02% |
504,793
-57,662
| -10% | -$10.8M |
|
814
International Paper
IP
$25B
| $94.1M | 0.02% |
2,008,844
-306,042
| -13% | -$14.3M |
|
815
Materials Select Sector SPDR Fund
XLB
$5.43B
| $94M | 0.02% |
1,071,008
+102,686
| +11% | +$9.02M |
|
816
Equifax
EFX
$31.2B
| $93.7M | 0.02% |
361,447
-247,835
| -41% | -$64.3M |
|
817
Global X US Infrastructure Development ETF
PAVE
$9.28B
| $93.7M | 0.02% |
2,149,080
+15,147
| +0.7% | +$660K |
|
818
Crown Holdings
CCK
$10.9B
| $93.6M | 0.02% |
909,341
-461,927
| -34% | -$47.6M |
|
819
BioMarin Pharmaceuticals
BMRN
$10.8B
| $93.2M | 0.02% |
1,695,593
+1,579
| +0.1% | +$86.8K |
|
|
B
820
Barrick Mining Corporation
B
$49.5B
| $93.2M | 0.02% |
4,476,348
-13,033
| -0.3% | -$271K |
|
821
Marathon Digital Holdings
MARA
$5.9B
| $92.9M | 0.02% |
5,926,576
+34,421
| +0.6% | +$540K |
|
822
ARK Innovation ETF
ARKK
$7.21B
| $92.8M | 0.02% |
1,320,434
-465,291
| -26% | -$32.7M |
|
823
Incyte
INCY
$16.9B
| $92.7M | 0.02% |
1,361,182
+36,326
| +3% | +$2.47M |
|
824
Brighthouse Financial
BHF
$2.48B
| $92.7M | 0.02% |
1,723,214
-323,088
| -16% | -$17.4M |
|
825
GeneDx Holdings
WGS
$3.72B
| $92.5M | 0.02% |
1,001,720
+949,579
| +1,821% | +$87.7M |
|