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 | |
|---|---|---|---|---|---|---|
1026
Light & Wonder
LNW
$7.43B
| $57.9M | 0.01% |
670,598
+421,628
| +169% | +$36.4M |
|
1027
Dimensional US High Profitability ETF
DUHP
$9.39B
| $57.9M | 0.01% |
1,712,939
-28,782
| -2% | -$973K |
|
1028
Dutch Bros
BROS
$8.26B
| $57.7M | 0.01% |
1,100,845
+975,699
| +780% | +$51.1M |
|
1029
Loews
L
$19.9B
| $57.6M | 0.01% |
680,286
-96,491
| -12% | -$8.17M |
|
1030
Neurocrine Biosciences
NBIX
$14B
| $57.3M | 0.01% |
419,428
+59,859
| +17% | +$8.17M |
|
1031
AB InBev
BUD
$115B
| $57.2M | 0.01% |
1,143,222
+800,374
| +233% | +$40.1M |
|
1032
Nuveen Municipal Value Fund
NUV
$1.85B
| $57.1M | 0.01% |
6,650,602
+460,016
| +7% | +$3.95M |
|
1033
Toyota
TM
$257B
| $57.1M | 0.01% |
293,403
+217,338
| +286% | +$42.3M |
|
1034
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $57.1M | 0.01% |
1,448,584
-137,784
| -9% | -$5.43M |
|
1035
Affirm
AFRM
$27.6B
| $57M | 0.01% |
935,978
-420,415
| -31% | -$25.6M |
|
1036
Canadian Natural Resources
CNQ
$64.9B
| $56.9M | 0.01% |
1,844,443
+520,139
| +39% | +$16.1M |
|
1037
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.91B
| $56.9M | 0.01% |
760,989
+86,468
| +13% | +$6.47M |
|
1038
FMC
FMC
$4.61B
| $56.8M | 0.01% |
1,169,320
+761,001
| +186% | +$37M |
|
1039
GlobalFoundries
GFS
$17.7B
| $56.7M | 0.01% |
1,322,458
+973,310
| +279% | +$41.8M |
|
1040
iShares MSCI Mexico ETF
EWW
$1.86B
| $56.6M | 0.01% |
1,209,777
+376,104
| +45% | +$17.6M |
|
1041
Cytokinetics
CYTK
$6.22B
| $56.5M | 0.01% |
1,201,999
+888,440
| +283% | +$41.8M |
|
1042
American Homes 4 Rent
AMH
$12.7B
| $56.5M | 0.01% |
1,510,488
+664,565
| +79% | +$24.9M |
|
1043
Sprouts Farmers Market
SFM
$13.1B
| $56.4M | 0.01% |
443,727
+229,738
| +107% | +$29.2M |
|
1044
Steel Dynamics
STLD
$19.5B
| $56.1M | 0.01% |
491,843
+146,265
| +42% | +$16.7M |
|
1045
Incyte
INCY
$16.8B
| $56M | 0.01% |
810,669
+307,623
| +61% | +$21.2M |
|
1046
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.04B
| $56M | 0.01% |
1,382,905
+136,141
| +11% | +$5.51M |
|
1047
iShares ESG Aware MSCI EM ETF
ESGE
$5.27B
| $55.9M | 0.01% |
1,675,327
-42,358
| -2% | -$1.41M |
|
1048
SiriusXM
SIRI
$8.02B
| $55.9M | 0.01% |
2,450,991
+1,530,894
| +166% | +$34.9M |
|
1049
Teva Pharmaceuticals
TEVA
$22.4B
| $55.8M | 0.01% |
2,532,723
+889,529
| +54% | +$19.6M |
|
1050
Permian Resources
PR
$9.99B
| $55.6M | 0.01% |
3,869,634
+3,427,162
| +775% | +$49.3M |
|