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 | |
|---|---|---|---|---|---|---|
976
ATI
ATI
$10.5B
| $71.4M | 0.01% |
826,959
+658,807
| +392% | +$56.9M |
|
977
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.72B
| $71.3M | 0.01% |
2,812,232
+468,541
| +20% | +$11.9M |
|
978
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.03B
| $71.2M | 0.01% |
1,232,585
+26,095
| +2% | +$1.51M |
|
979
Visteon
VC
$3.5B
| $71.1M | 0.01% |
761,823
-172,294
| -18% | -$16.1M |
|
980
NetEase
NTES
$95B
| $71M | 0.01% |
527,561
-15,868
| -3% | -$2.14M |
|
981
Liberty Media Series C
FWONK
$25.5B
| $70.9M | 0.01% |
678,547
-464,015
| -41% | -$48.5M |
|
982
Wynn Resorts
WYNN
$12.9B
| $70.8M | 0.01% |
755,852
+25,636
| +4% | +$2.4M |
|
983
Rio Tinto
RIO
$102B
| $70.8M | 0.01% |
1,213,060
+129,535
| +12% | +$7.56M |
|
984
Flex
FLEX
$21.6B
| $70.4M | 0.01% |
1,409,475
-978,113
| -41% | -$48.8M |
|
985
Fox Class B
FOX
$25.9B
| $70.3M | 0.01% |
1,361,912
-1,485,960
| -52% | -$76.7M |
|
986
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $70.1M | 0.01% |
1,747,830
+84,746
| +5% | +$3.4M |
|
987
Celestica
CLS
$28.3B
| $70M | 0.01% |
448,364
-336,285
| -43% | -$52.5M |
|
988
Fabrinet
FN
$12.9B
| $70M | 0.01% |
237,501
+18,879
| +9% | +$5.56M |
|
989
Conagra Brands
CAG
$9.31B
| $69.9M | 0.01% |
3,413,817
+98,473
| +3% | +$2.02M |
|
990
DocuSign
DOCU
$16.1B
| $69.8M | 0.01% |
896,703
-291,990
| -25% | -$22.7M |
|
991
Duolingo
DUOL
$14.2B
| $69.8M | 0.01% |
170,309
+46,736
| +38% | +$19.2M |
|
992
Hilton Grand Vacations
HGV
$4.07B
| $69.8M | 0.01% |
1,680,619
-364,350
| -18% | -$15.1M |
|
993
Omnicom Group
OMC
$15.1B
| $69.7M | 0.01% |
968,190
+251,308
| +35% | +$18.1M |
|
994
Maplebear
CART
$12.1B
| $69.6M | 0.01% |
1,538,284
-315,541
| -17% | -$14.3M |
|
995
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.68B
| $69.3M | 0.01% |
1,103,754
-836,439
| -43% | -$52.5M |
|
996
Hess Midstream
HESM
$5.21B
| $68.9M | 0.01% |
1,788,627
+52,598
| +3% | +$2.03M |
|
997
Albertsons Companies
ACI
$10.5B
| $68.8M | 0.01% |
3,200,742
-1,567,298
| -33% | -$33.7M |
|
998
Kinross Gold
KGC
$28.3B
| $68.6M | 0.01% |
4,392,155
+407,957
| +10% | +$6.38M |
|
999
Dimensional International Value ETF
DFIV
$13.4B
| $68.6M | 0.01% |
1,601,649
+18,175
| +1% | +$778K |
|
1000
Meritage Homes
MTH
$5.77B
| $68.3M | 0.01% |
1,020,502
+733,391
| +255% | +$49.1M |
|