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 | |
|---|---|---|---|---|---|---|
1476
Ryan Specialty Holdings
RYAN
$6.61B
| $29.3M | 0.01% |
455,899
+194,857
| +75% | +$12.5M |
|
1477
Hain Celestial
HAIN
$194M
| $29.2M | 0.01% |
4,751,474
+4,538,413
| +2,130% | +$27.9M |
|
1478
Schwab US Broad Market ETF
SCHB
$36.8B
| $29.1M | 0.01% |
1,283,018
+38,507
| +3% | +$874K |
|
1479
CG Oncology
CGON
$2.54B
| $29.1M | 0.01% |
1,013,891
+927,357
| +1,072% | +$26.6M |
|
|
B
1480
DELISTED
Barnes Group Inc.
B
| $29.1M | 0.01% |
614,954
+509,047
| +481% | +$24.1M |
|
1481
Ericsson
ERIC
$26.4B
| $28.9M | 0.01% |
3,590,889
+3,314,871
| +1,201% | +$26.7M |
|
1482
Cohen & Steers Duration Preferred & Income Fund
LDP
$631M
| $28.9M | 0.01% |
1,430,664
+80,847
| +6% | +$1.63M |
|
1483
SLM Corp
SLM
$5.86B
| $28.9M | 0.01% |
1,047,429
+921,375
| +731% | +$25.4M |
|
1484
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $28.8M | 0.01% |
1,142,426
-5,497
| -0.5% | -$139K |
|
1485
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.26B
| $28.8M | 0.01% |
1,572,341
+400,309
| +34% | +$7.34M |
|
1486
Macerich
MAC
$4.58B
| $28.8M | 0.01% |
1,446,591
+1,277,560
| +756% | +$25.4M |
|
1487
Bitdeer Technologies
BTDR
$3.45B
| $28.8M | 0.01% |
1,328,583
+1,318,310
| +12,833% | +$28.6M |
|
1488
Reliance Steel & Aluminium
RS
$15.3B
| $28.7M | 0.01% |
106,419
-33,694
| -24% | -$9.07M |
|
1489
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.43B
| $28.6M | 0.01% |
662,550
-5,940
| -0.9% | -$257K |
|
|
IBTX
1490
DELISTED
Independent Bank Group, Inc.
IBTX
| $28.6M | 0.01% |
471,992
+438,925
| +1,327% | +$26.6M |
|
1491
Eletrobras Common Shares
EBR
$19.5B
| $28.6M | 0.01% |
5,001,336
+1,720,372
| +52% | +$9.84M |
|
1492
Invesco Large Cap Value ETF
PWV
$1.41B
| $28.6M | 0.01% |
502,394
+261
| +0.1% | +$14.8K |
|
1493
Southern Copper
SCCO
$86.2B
| $28.4M | 0.01% |
320,774
+257,364
| +406% | +$22.8M |
|
1494
PENN Entertainment
PENN
$2.86B
| $28.4M | 0.01% |
1,430,464
+850,820
| +147% | +$16.9M |
|
1495
Globus Medical
GMED
$7.93B
| $28.3M | 0.01% |
342,245
+155,467
| +83% | +$12.9M |
|
1496
Telephone and Data Systems
TDS
$4.51B
| $28.3M | 0.01% |
828,995
+597,505
| +258% | +$20.4M |
|
1497
ROBO Global Artificial Intelligence ETF
THNQ
$264M
| $28.2M | 0.01% |
575,721
+8,927
| +2% | +$437K |
|
1498
Clear Secure
YOU
$3.58B
| $28.2M | 0.01% |
1,058,097
+960,766
| +987% | +$25.6M |
|
1499
Capital Group Core Equity ETF
CGUS
$7.22B
| $28.2M | 0.01% |
805,852
+78,642
| +11% | +$2.75M |
|
1500
Group 1 Automotive
GPI
$6.03B
| $28.2M | 0.01% |
66,848
+58,711
| +722% | +$24.7M |
|