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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
MGM Resorts International
MGM
$9.62B
| $40.2M | 0.01% |
1,028,177
+169,479
| +20% | +$6.62M |
|
927
Chord Energy
CHRD
$6B
| $40.1M | 0.01% |
307,964
+57,326
| +23% | +$7.47M |
|
928
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.88B
| $40.1M | 0.01% |
319,408
+29,276
| +10% | +$3.67M |
|
929
Dropbox
DBX
$8.34B
| $40M | 0.01% |
1,573,458
+26,914
| +2% | +$684K |
|
930
iShares Global Clean Energy ETF
ICLN
$1.59B
| $40M | 0.01% |
2,723,714
-21,829
| -0.8% | -$321K |
|
931
News Corp Class A
NWSA
$16.6B
| $40M | 0.01% |
1,501,951
+806,834
| +116% | +$21.5M |
|
932
Universal Display
OLED
$6.57B
| $39.9M | 0.01% |
190,233
+120,931
| +174% | +$25.4M |
|
933
Masco
MAS
$15.7B
| $39.9M | 0.01% |
474,965
+1,012
| +0.2% | +$84.9K |
|
934
Acadia Healthcare
ACHC
$2.06B
| $39.9M | 0.01% |
628,717
+418,691
| +199% | +$26.5M |
|
935
WisdomTree India Earnings Fund ETF
EPI
$2.94B
| $39.7M | 0.01% |
786,540
-1,793
| -0.2% | -$90.5K |
|
|
MRO
936
DELISTED
Marathon Oil Corporation
MRO
| $39.6M | 0.01% |
1,486,421
-206,746
| -12% | -$5.51M |
|
937
JPMorgan Active Value ETF
JAVA
$4.13B
| $39.3M | 0.01% |
613,452
+10,033
| +2% | +$643K |
|
938
WisdomTree US SmallCap Earnings Fund
EES
$645M
| $39.3M | 0.01% |
744,648
+56,428
| +8% | +$2.98M |
|
939
iShares Expanded Tech Sector ETF
IGM
$8.98B
| $39.2M | 0.01% |
409,058
+8,305
| +2% | +$797K |
|
940
Alcoa
AA
$8.36B
| $39.2M | 0.01% |
1,016,646
-150,863
| -13% | -$5.82M |
|
941
iShares US Financials ETF
IYF
$4.1B
| $38.9M | 0.01% |
374,666
+7,427
| +2% | +$772K |
|
942
Manulife Financial
MFC
$54B
| $38.8M | 0.01% |
1,313,383
+239,124
| +22% | +$7.07M |
|
943
BILL Holdings
BILL
$5.26B
| $38.8M | 0.01% |
734,983
+524,977
| +250% | +$27.7M |
|
944
Reddit
RDDT
$48.8B
| $38.7M | 0.01% |
587,758
+534,060
| +995% | +$35.2M |
|
945
Onto Innovation
ONTO
$5.3B
| $38.6M | 0.01% |
186,087
+157,914
| +561% | +$32.8M |
|
946
BCE
BCE
$22.7B
| $38.6M | 0.01% |
1,109,071
+183,259
| +20% | +$6.38M |
|
947
Enphase Energy
ENPH
$4.88B
| $38.6M | 0.01% |
341,460
-47,346
| -12% | -$5.35M |
|
948
Waters Corp
WAT
$18B
| $38.5M | 0.01% |
107,094
-8,053
| -7% | -$2.9M |
|
949
Revvity
RVTY
$9.95B
| $38.5M | 0.01% |
301,675
+71,287
| +31% | +$9.11M |
|
950
Madrigal Pharmaceuticals
MDGL
$9.79B
| $38.3M | 0.01% |
180,630
+7,390
| +4% | +$1.57M |
|