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 | |
|---|---|---|---|---|---|---|
876
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.17B
| $73.2M | 0.01% |
1,807,321
+18,695
| +1% | +$757K |
|
877
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.26B
| $73.1M | 0.01% |
2,503,204
-109,406
| -4% | -$3.19M |
|
878
iShares US Medical Devices ETF
IHI
$4.24B
| $72.9M | 0.01% |
1,249,712
+104,432
| +9% | +$6.09M |
|
879
Lucid Motors
LCID
$5.97B
| $72.8M | 0.01% |
2,411,452
+2,334,962
| +3,053% | +$70.5M |
|
880
Blue Owl Capital
OWL
$12.1B
| $72.7M | 0.01% |
3,126,760
+1,164,306
| +59% | +$27.1M |
|
881
Interpublic Group of Companies
IPG
$9.51B
| $72.7M | 0.01% |
2,593,883
+1,066,110
| +70% | +$29.9M |
|
882
The Mosaic Company
MOS
$10.6B
| $72.7M | 0.01% |
2,956,709
+2,251,808
| +319% | +$55.3M |
|
883
Twilio
TWLO
$16B
| $72.6M | 0.01% |
671,830
+369,999
| +123% | +$40M |
|
884
NRG Energy
NRG
$31.2B
| $72.4M | 0.01% |
802,195
-488,519
| -38% | -$44.1M |
|
885
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $72.1M | 0.01% |
1,303,124
-756,760
| -37% | -$41.9M |
|
886
Afya
AFYA
$1.38B
| $72.1M | 0.01% |
4,541,868
+4,533,970
| +57,407% | +$72M |
|
887
Eldorado Gold
EGO
$5.45B
| $72M | 0.01% |
4,842,638
+4,740,134
| +4,624% | +$70.5M |
|
888
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.3B
| $72M | 0.01% |
625,088
-62,916
| -9% | -$7.25M |
|
889
Invesco NASDAQ Internet ETF
PNQI
$806M
| $71.8M | 0.01% |
1,538,500
-785,083
| -34% | -$36.7M |
|
890
Wheaton Precious Metals
WPM
$47.9B
| $71.8M | 0.01% |
1,276,210
+267,440
| +27% | +$15M |
|
891
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.34B
| $71.8M | 0.01% |
1,624,577
-123,271
| -7% | -$5.45M |
|
892
Alight
ALIT
$1.89B
| $71.8M | 0.01% |
10,369,654
+9,223,328
| +805% | +$63.8M |
|
893
Invesco Senior Loan ETF
BKLN
$6.87B
| $71.4M | 0.01% |
3,387,521
+2,470,365
| +269% | +$52.1M |
|
894
Cabot Corp
CBT
$4.21B
| $71.2M | 0.01% |
779,580
+688,233
| +753% | +$62.8M |
|
895
AES
AES
$9.06B
| $71.1M | 0.01% |
5,528,165
+3,862,105
| +232% | +$49.7M |
|
896
Marathon Digital Holdings
MARA
$5.88B
| $71.1M | 0.01% |
4,240,366
+3,938,719
| +1,306% | +$66.1M |
|
897
Ormat Technologies
ORA
$5.51B
| $71M | 0.01% |
1,048,893
+514,542
| +96% | +$34.8M |
|
898
CompoSecure
CMPO
$1.97B
| $71M | 0.01% |
5,573,547
+5,477,842
| +5,724% | +$69.7M |
|
899
BellRing Brands
BRBR
$4.63B
| $71M | 0.01% |
941,916
+813,487
| +633% | +$61.3M |
|
900
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.79B
| $70.9M | 0.01% |
1,894,968
+173,405
| +10% | +$6.49M |
|