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 | |
|---|---|---|---|---|---|---|
1426
Federal Signal
FSS
$7.64B
| $36.7M | 0.01% |
344,437
-388,534
| -53% | -$41.3M |
|
1427
JPMorgan US Tech Leaders ETF
JTEK
$2.45B
| $36.6M | 0.01% |
433,790
+69,751
| +19% | +$5.89M |
|
1428
Boston Beer
SAM
$2.36B
| $36.6M | 0.01% |
191,984
+21,135
| +12% | +$4.03M |
|
1429
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.04B
| $36.5M | 0.01% |
360,619
+96,901
| +37% | +$9.81M |
|
1430
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.26B
| $36.4M | 0.01% |
1,948,130
+177,472
| +10% | +$3.32M |
|
1431
Alight
ALIT
$1.95B
| $36.4M | 0.01% |
6,433,932
-4,487,434
| -41% | -$25.4M |
|
1432
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.41B
| $36.3M | 0.01% |
579,638
-207,159
| -26% | -$13M |
|
1433
GXO Logistics
GXO
$5.84B
| $36.3M | 0.01% |
744,774
-258,922
| -26% | -$12.6M |
|
1434
Legend Biotech
LEGN
$6.11B
| $36.3M | 0.01% |
1,021,556
+60,381
| +6% | +$2.14M |
|
1435
Starwood Property Trust
STWD
$7.52B
| $36M | 0.01% |
1,793,875
-421,969
| -19% | -$8.47M |
|
1436
Fomento Económico Mexicano
FMX
$32B
| $35.9M | 0.01% |
348,756
-101,515
| -23% | -$10.5M |
|
1437
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
| $35.9M | 0.01% |
237,805
-26,407
| -10% | -$3.99M |
|
|
VBIL
1438
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$2.28B
| $35.9M | 0.01% |
+474,980
| New | +$35.9M |
|
1439
Webster Financial
WBS
$10.2B
| $35.8M | 0.01% |
655,511
+334,185
| +104% | +$18.2M |
|
1440
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| $35.7M | 0.01% |
778,837
-27,665
| -3% | -$1.27M |
|
1441
East-West Bancorp
EWBC
$15.1B
| $35.6M | 0.01% |
352,279
-40,016
| -10% | -$4.04M |
|
1442
Vertex
VERX
$3.84B
| $35.5M | 0.01% |
1,005,965
+88,670
| +10% | +$3.13M |
|
1443
Aramark
ARMK
$10.1B
| $35.5M | 0.01% |
848,930
-800,958
| -49% | -$33.5M |
|
1444
Bentley Systems
BSY
$16.1B
| $35.5M | 0.01% |
658,120
-456,532
| -41% | -$24.6M |
|
1445
Kadant
KAI
$3.69B
| $35.5M | 0.01% |
111,853
-63,275
| -36% | -$20.1M |
|
1446
UMB Financial
UMBF
$9.16B
| $35.4M | 0.01% |
336,915
-105,020
| -24% | -$11M |
|
1447
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.48B
| $35.4M | 0.01% |
1,319,057
+172,633
| +15% | +$4.64M |
|
1448
Mr. Cooper
COOP
$14.1B
| $35.3M | 0.01% |
236,732
-155,185
| -40% | -$23.2M |
|
1449
Golub Capital BDC
GBDC
$3.93B
| $35.3M | 0.01% |
2,408,886
+1,146,070
| +91% | +$16.8M |
|
1450
StoneCo
STNE
$4.89B
| $35.3M | 0.01% |
2,198,647
-718,687
| -25% | -$11.5M |
|