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 | |
|---|---|---|---|---|---|---|
1251
CACI
CACI
$10.8B
| $46.7M | 0.01% |
97,918
-7,727
| -7% | -$3.68M |
|
1252
IAC Inc
IAC
$2.89B
| $46.7M | 0.01% |
1,249,628
+769,589
| +160% | +$28.7M |
|
1253
iShares MSCI United Kingdom ETF
EWU
$2.94B
| $46.7M | 0.01% |
1,174,668
-70,169
| -6% | -$2.79M |
|
1254
Suzano
SUZ
$11.9B
| $46.7M | 0.01% |
4,957,731
+2,338,134
| +89% | +$22M |
|
1255
Solventum
SOLV
$12.8B
| $46.6M | 0.01% |
614,876
+36,447
| +6% | +$2.76M |
|
1256
Houlihan Lokey
HLI
$14.5B
| $46.6M | 0.01% |
258,856
+22,651
| +10% | +$4.08M |
|
1257
Signet Jewelers
SIG
$3.76B
| $46.6M | 0.01% |
585,397
+24,647
| +4% | +$1.96M |
|
1258
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $46.4M | 0.01% |
1,422,611
-513,263
| -27% | -$16.8M |
|
1259
SPDR S&P Aerospace & Defense ETF
XAR
$4.04B
| $46.4M | 0.01% |
220,005
+11,097
| +5% | +$2.34M |
|
1260
Brown-Forman Class B
BF.B
$12.7B
| $46.3M | 0.01% |
1,721,960
-1,354,730
| -44% | -$36.5M |
|
|
FLXR
1261
TCW Flexible Income ETF
FLXR
$1.73B
| $46.3M | 0.01% |
+1,172,725
| New | +$46.3M |
|
1262
TTM Technologies
TTMI
$4.86B
| $46.1M | 0.01% |
1,128,711
+819,115
| +265% | +$33.4M |
|
1263
Sun Life Financial
SLF
$33.3B
| $46M | 0.01% |
692,667
+112,514
| +19% | +$7.48M |
|
1264
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.6B
| $46M | 0.01% |
704,009
-11,296
| -2% | -$738K |
|
1265
Chord Energy
CHRD
$6.08B
| $46M | 0.01% |
474,567
-373,272
| -44% | -$36.2M |
|
1266
Permian Resources
PR
$9.76B
| $46M | 0.01% |
3,374,183
+452,376
| +15% | +$6.16M |
|
1267
MINISO
MNSO
$7.43B
| $45.9M | 0.01% |
2,520,980
-1,726,071
| -41% | -$31.4M |
|
1268
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
| $45.9M | 0.01% |
901,073
+235,581
| +35% | +$12M |
|
1269
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.9B
| $45.9M | 0.01% |
1,965,833
+94,359
| +5% | +$2.2M |
|
1270
AutoNation
AN
$8.41B
| $45.7M | 0.01% |
230,126
+96,651
| +72% | +$19.2M |
|
1271
Blackstone Mortgage Trust
BXMT
$3.38B
| $45.7M | 0.01% |
2,374,417
+600,693
| +34% | +$11.6M |
|
1272
NovaGold Resources
NG
$2.8B
| $45.7M | 0.01% |
11,174,369
+7,210,630
| +182% | +$29.5M |
|
|
ECG
1273
Everus Construction Group, Inc.
ECG
$3.98B
| $45.7M | 0.01% |
719,028
+130,578
| +22% | +$8.3M |
|
1274
Pembina Pipeline
PBA
$22.7B
| $45.7M | 0.01% |
1,217,047
+64,963
| +6% | +$2.44M |
|
1275
Birkenstock
BIRK
$8.61B
| $45.5M | 0.01% |
925,705
+268,111
| +41% | +$13.2M |
|