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 | |
|---|---|---|---|---|---|---|
1551
iShares MSCI Taiwan ETF
EWT
$6.52B
| $30.1M | 0.01% |
523,858
+282,525
| +117% | +$16.2M |
|
1552
First Majestic Silver
AG
$5.15B
| $30.1M | 0.01% |
3,634,029
-2,465,210
| -40% | -$20.4M |
|
1553
GDS Holdings
GDS
$7.32B
| $29.9M | 0.01% |
979,192
-1,067,231
| -52% | -$32.6M |
|
1554
United Therapeutics
UTHR
$18.3B
| $29.9M | 0.01% |
104,114
-29,203
| -22% | -$8.39M |
|
1555
Confluent
CFLT
$6.63B
| $29.9M | 0.01% |
1,199,645
-1,658,380
| -58% | -$41.3M |
|
1556
Schwab US Large- Cap ETF
SCHX
$60.3B
| $29.9M | 0.01% |
1,222,780
-17,553,785
| -93% | -$429M |
|
1557
Fidelity Limited Term Bond ETF
FLTB
$264M
| $29.9M | 0.01% |
592,856
+28,637
| +5% | +$1.44M |
|
1558
TransAlta
TAC
$3.75B
| $29.8M | 0.01% |
2,764,930
-400,612
| -13% | -$4.32M |
|
1559
Wintrust Financial
WTFC
$9.08B
| $29.8M | 0.01% |
240,307
-101,183
| -30% | -$12.5M |
|
1560
WisdomTree India Earnings Fund ETF
EPI
$2.93B
| $29.8M | 0.01% |
627,216
-121,277
| -16% | -$5.76M |
|
|
INN
1561
Summit Hotel Properties
INN
$623M
| $29.7M | 0.01% |
5,833,968
+4,640,181
| +389% | +$23.6M |
|
1562
Federal Realty Investment Trust
FRT
$8.77B
| $29.6M | 0.01% |
312,106
-36,018
| -10% | -$3.42M |
|
1563
Invesco Water Resources ETF
PHO
$2.21B
| $29.6M | 0.01% |
423,199
-185,187
| -30% | -$12.9M |
|
1564
Insmed
INSM
$30.8B
| $29.5M | 0.01% |
293,454
-184,182
| -39% | -$18.5M |
|
1565
Procore
PCOR
$10.5B
| $29.5M | 0.01% |
431,480
+53,157
| +14% | +$3.64M |
|
1566
VanEck IG Floating Rate ETF
FLTR
$2.57B
| $29.5M | 0.01% |
1,155,340
+24,526
| +2% | +$625K |
|
1567
TripAdvisor
TRIP
$2.06B
| $29.4M | 0.01% |
2,253,547
-5,116,820
| -69% | -$66.8M |
|
1568
Iris Energy
IREN
$9.24B
| $29.4M | 0.01% |
2,015,817
-327,629
| -14% | -$4.77M |
|
1569
Argan
AGX
$3.18B
| $29.4M | 0.01% |
133,175
+82,629
| +163% | +$18.2M |
|
1570
Valmont Industries
VMI
$7.37B
| $29.4M | 0.01% |
89,883
+53,101
| +144% | +$17.3M |
|
1571
iShares Morningstar Growth ETF
ILCG
$3B
| $29.3M | 0.01% |
302,585
-129
| -0% | -$12.5K |
|
1572
Performance Food Group
PFGC
$16.6B
| $29.3M | 0.01% |
334,406
-10,426
| -3% | -$912K |
|
1573
Enovis
ENOV
$1.81B
| $29.2M | 0.01% |
930,977
+82,720
| +10% | +$2.59M |
|
1574
Frontline
FRO
$5.17B
| $29.2M | 0.01% |
1,778,600
+1,092,275
| +159% | +$17.9M |
|
1575
KE Holdings
BEKE
$23.7B
| $29.2M | 0.01% |
1,643,435
-1,427,032
| -46% | -$25.3M |
|