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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Brookfield Asset Management
BAM
$91.3B
| $15.6M | ﹤0.01% |
330,787
+49,634
| +18% | +$2.35M |
|
1427
WillScot Mobile Mini Holdings
WSC
$4.19B
| $15.6M | ﹤0.01% |
415,890
+248,005
| +148% | +$9.32M |
|
1428
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.29B
| $15.6M | ﹤0.01% |
386,072
+3,191
| +0.8% | +$129K |
|
1429
Franco-Nevada
FNV
$38.6B
| $15.6M | ﹤0.01% |
125,383
-50,728
| -29% | -$6.3M |
|
1430
TG Therapeutics
TGTX
$5.1B
| $15.6M | ﹤0.01% |
665,955
+145,723
| +28% | +$3.41M |
|
1431
JPMorgan Diversified Return US Equity ETF
JPUS
$391M
| $15.5M | ﹤0.01% |
129,794
-7,110
| -5% | -$851K |
|
1432
Robinhood
HOOD
$102B
| $15.5M | ﹤0.01% |
662,331
+194,480
| +42% | +$4.55M |
|
1433
Clean Harbors
CLH
$12.7B
| $15.4M | ﹤0.01% |
63,779
-11,810
| -16% | -$2.85M |
|
1434
Warner Music
WMG
$17.5B
| $15.4M | ﹤0.01% |
491,823
+99,749
| +25% | +$3.12M |
|
1435
indie Semiconductor
INDI
$770M
| $15.4M | ﹤0.01% |
3,856,252
+2,506,118
| +186% | +$10M |
|
1436
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
| $15.4M | ﹤0.01% |
654,704
+147,417
| +29% | +$3.46M |
|
1437
Globe Life
GL
$11.5B
| $15.3M | ﹤0.01% |
144,390
+3,279
| +2% | +$347K |
|
1438
Chart Industries
GTLS
$8.95B
| $15.2M | ﹤0.01% |
122,789
-11,371
| -8% | -$1.41M |
|
1439
SPDR Blackstone High Income ETF
HYBL
$497M
| $15.2M | ﹤0.01% |
528,914
+2,651
| +0.5% | +$76.1K |
|
1440
Perrigo
PRGO
$3.06B
| $15.2M | ﹤0.01% |
578,448
-71,797
| -11% | -$1.88M |
|
1441
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $15.2M | ﹤0.01% |
86,925
+3,301
| +4% | +$576K |
|
1442
Ambarella
AMBA
$3.43B
| $15.1M | ﹤0.01% |
268,345
+102,981
| +62% | +$5.81M |
|
1443
WisdomTree International Equity Fund
DWM
$603M
| $15.1M | ﹤0.01% |
262,107
+11,739
| +5% | +$676K |
|
1444
NovaGold Resources
NG
$2.82B
| $15.1M | ﹤0.01% |
3,679,012
+115,633
| +3% | +$474K |
|
1445
Wingstop
WING
$7.43B
| $15.1M | ﹤0.01% |
36,227
+21,095
| +139% | +$8.78M |
|
1446
Kinsale Capital Group
KNSL
$10.1B
| $15.1M | ﹤0.01% |
32,376
-9,212
| -22% | -$4.29M |
|
1447
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.15B
| $15M | ﹤0.01% |
309,370
+28,773
| +10% | +$1.4M |
|
1448
Dycom Industries
DY
$7.47B
| $15M | ﹤0.01% |
76,006
+14,456
| +23% | +$2.85M |
|
1449
Exelixis
EXEL
$10.5B
| $15M | ﹤0.01% |
576,709
-58,183
| -9% | -$1.51M |
|
1450
Vanguard ESG International Stock ETF
VSGX
$5.1B
| $14.9M | ﹤0.01% |
242,733
-79,496
| -25% | -$4.89M |
|