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 | |
|---|---|---|---|---|---|---|
1151
JPMorgan Limited Duration Bond ETF
JPLD
$2.53B
| $54.1M | 0.01% |
1,035,961
+56,993
| +6% | +$2.98M |
|
1152
Comfort Systems
FIX
$27.1B
| $54.1M | 0.01% |
100,861
+6,706
| +7% | +$3.6M |
|
1153
Viking Holdings
VIK
$28.7B
| $53.9M | 0.01% |
1,011,124
-192,018
| -16% | -$10.2M |
|
1154
Service Corp International
SCI
$11.2B
| $53.8M | 0.01% |
660,331
+183,766
| +39% | +$15M |
|
1155
Star Bulk Carriers
SBLK
$2.17B
| $53.7M | 0.01% |
3,115,865
+261,194
| +9% | +$4.51M |
|
1156
Robert Half
RHI
$3.61B
| $53.7M | 0.01% |
1,308,639
+586,071
| +81% | +$24.1M |
|
1157
CubeSmart
CUBE
$9.45B
| $53.7M | 0.01% |
1,263,841
+492,128
| +64% | +$20.9M |
|
1158
iShares US Consumer Discretionary ETF
IYC
$1.74B
| $53.6M | 0.01% |
537,662
-20,542
| -4% | -$2.05M |
|
1159
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $53.6M | 0.01% |
1,774,125
-98,411
| -5% | -$2.97M |
|
1160
Capital Group Core Equity ETF
CGUS
$7.25B
| $53.5M | 0.01% |
1,447,626
+552,192
| +62% | +$20.4M |
|
1161
Regency Centers
REG
$13.1B
| $53.3M | 0.01% |
747,888
+77,775
| +12% | +$5.54M |
|
1162
Lantheus
LNTH
$3.6B
| $53.3M | 0.01% |
650,644
+412,439
| +173% | +$33.8M |
|
1163
Silgan Holdings
SLGN
$4.74B
| $53.1M | 0.01% |
980,591
+435,788
| +80% | +$23.6M |
|
1164
Upstart Holdings
UPST
$6.01B
| $53M | 0.01% |
820,062
+62,137
| +8% | +$4.02M |
|
1165
AngloGold Ashanti
AU
$32.7B
| $53M | 0.01% |
1,162,060
-45,875
| -4% | -$2.09M |
|
1166
STMicroelectronics
STM
$23.3B
| $52.9M | 0.01% |
1,739,438
-1,377,167
| -44% | -$41.9M |
|
1167
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.27B
| $52.9M | 0.01% |
1,553,379
-116,925
| -7% | -$3.98M |
|
1168
Tenet Healthcare
THC
$17.1B
| $52.8M | 0.01% |
299,772
-293,312
| -49% | -$51.6M |
|
1169
AES
AES
$9.17B
| $52.7M | 0.01% |
5,013,942
-969,426
| -16% | -$10.2M |
|
1170
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$13.1B
| $52.7M | 0.01% |
2,098,563
-321,721
| -13% | -$8.08M |
|
1171
Global X Uranium ETF
URA
$4.39B
| $52.7M | 0.01% |
1,356,767
+7,166
| +0.5% | +$278K |
|
1172
TopBuild
BLD
$12B
| $52.6M | 0.01% |
162,582
+55,295
| +52% | +$17.9M |
|
1173
Bankunited
BKU
$2.94B
| $52.5M | 0.01% |
1,475,628
+854,357
| +138% | +$30.4M |
|
1174
Commercial Metals
CMC
$6.57B
| $52.5M | 0.01% |
1,073,047
-84,763
| -7% | -$4.15M |
|
1175
iShares MSCI KLD 400 Social ETF
DSI
$4.9B
| $52.3M | 0.01% |
449,836
-14,416
| -3% | -$1.67M |
|