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 | |
|---|---|---|---|---|---|---|
1576
Inspire Medical Systems
INSP
$2.37B
| $11.6M | ﹤0.01% |
55,143
-2,661
| -5% | -$562K |
|
1577
American Airlines Group
AAL
$8.54B
| $11.6M | ﹤0.01% |
1,034,263
-2,201,412
| -68% | -$24.7M |
|
1578
Arvinas
ARVN
$568M
| $11.6M | ﹤0.01% |
471,578
+215,219
| +84% | +$5.3M |
|
1579
Lumen
LUMN
$6.21B
| $11.6M | ﹤0.01% |
1,630,498
+592,403
| +57% | +$4.21M |
|
1580
Philips
PHG
$26.8B
| $11.6M | ﹤0.01% |
368,514
-193,564
| -34% | -$6.08M |
|
1581
Liberty Global Class C
LBTYK
$4.07B
| $11.5M | ﹤0.01% |
534,311
+141,807
| +36% | +$3.06M |
|
1582
Fortis
FTS
$24.9B
| $11.5M | ﹤0.01% |
253,740
+81,793
| +48% | +$3.72M |
|
1583
Mobileye
MBLY
$11.1B
| $11.5M | ﹤0.01% |
841,238
+718,155
| +583% | +$9.84M |
|
1584
Wayfair
W
$11.4B
| $11.5M | ﹤0.01% |
205,040
+55,508
| +37% | +$3.12M |
|
1585
Cemex
CX
$13.6B
| $11.5M | ﹤0.01% |
1,884,936
-620,335
| -25% | -$3.78M |
|
1586
Bilibili
BILI
$10.5B
| $11.4M | ﹤0.01% |
488,422
-271,232
| -36% | -$6.34M |
|
1587
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$538M
| $11.4M | ﹤0.01% |
768,713
-25,793
| -3% | -$383K |
|
1588
SPDR S&P Semiconductor ETF
XSD
$1.48B
| $11.4M | ﹤0.01% |
47,505
-11,894
| -20% | -$2.86M |
|
1589
ProShares Short QQQ
PSQ
$536M
| $11.4M | ﹤0.01% |
289,285
+129,611
| +81% | +$5.11M |
|
1590
Old National Bancorp
ONB
$8.88B
| $11.4M | ﹤0.01% |
610,589
+339,549
| +125% | +$6.34M |
|
1591
Royce Value Trust
RVT
$1.92B
| $11.4M | ﹤0.01% |
723,808
-207,978
| -22% | -$3.27M |
|
1592
Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF
LRGE
$434M
| $11.4M | ﹤0.01% |
155,471
+5,733
| +4% | +$419K |
|
1593
Columbia Diversified Fixed Income Allocation ETF
DIAL
$393M
| $11.3M | ﹤0.01% |
612,930
+20,568
| +3% | +$380K |
|
1594
Element Solutions
ESI
$6.36B
| $11.3M | ﹤0.01% |
416,741
+121,822
| +41% | +$3.31M |
|
1595
Scorpio Tankers
STNG
$2.99B
| $11.3M | ﹤0.01% |
158,568
+35,908
| +29% | +$2.56M |
|
1596
Array Technologies
ARRY
$1.17B
| $11.3M | ﹤0.01% |
1,712,563
-347,342
| -17% | -$2.29M |
|
1597
SouthState Bank Corporation
SSB
$10.2B
| $11.3M | ﹤0.01% |
116,135
+34,833
| +43% | +$3.39M |
|
1598
ARK Fintech Innovation ETF
ARKF
$1.37B
| $11.3M | ﹤0.01% |
378,348
+24,078
| +7% | +$718K |
|
1599
American Century Diversified Corporate Bond ETF
KORP
$574M
| $11.3M | ﹤0.01% |
232,916
-8,661
| -4% | -$418K |
|
|
XIFR
1600
XPLR Infrastructure, LP
XIFR
$947M
| $11.2M | ﹤0.01% |
407,173
+176,878
| +77% | +$4.89M |
|