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 | |
|---|---|---|---|---|---|---|
1726
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.64B
| $23.3M | ﹤0.01% |
1,955,927
+112,543
| +6% | +$1.34M |
|
1727
ACV Auctions
ACVA
$1.72B
| $23.3M | ﹤0.01% |
1,437,141
+347,231
| +32% | +$5.63M |
|
1728
Aaon
AAON
$6.7B
| $23.3M | ﹤0.01% |
316,049
+29,752
| +10% | +$2.19M |
|
1729
The Ensign Group
ENSG
$9.69B
| $23.3M | ﹤0.01% |
151,092
+59,313
| +65% | +$9.15M |
|
1730
RXO
RXO
$2.71B
| $23.3M | ﹤0.01% |
1,480,867
+414,961
| +39% | +$6.52M |
|
1731
Green Dot
GDOT
$751M
| $23.2M | ﹤0.01% |
2,155,804
-135,293
| -6% | -$1.46M |
|
1732
Maximus
MMS
$5.05B
| $23.2M | ﹤0.01% |
330,215
-52,825
| -14% | -$3.71M |
|
1733
SPDR S&P Global Natural Resources ETF
GNR
$3.32B
| $23.2M | ﹤0.01% |
427,262
+21,177
| +5% | +$1.15M |
|
1734
ACI Worldwide
ACIW
$5.18B
| $23.2M | ﹤0.01% |
504,515
-31,053
| -6% | -$1.43M |
|
1735
Loar Holdings
LOAR
$7.16B
| $23.1M | ﹤0.01% |
268,497
-338,436
| -56% | -$29.2M |
|
1736
Penumbra
PEN
$10.6B
| $23.1M | ﹤0.01% |
90,040
-48,914
| -35% | -$12.6M |
|
1737
Group 1 Automotive
GPI
$6.03B
| $23.1M | ﹤0.01% |
52,851
-65,508
| -55% | -$28.6M |
|
1738
Sibanye-Stillwater
SBSW
$6.17B
| $23.1M | ﹤0.01% |
3,193,771
-8,031,591
| -72% | -$58M |
|
1739
Nuveen ESG Large-Cap Value ETF
NULV
$1.79B
| $23M | ﹤0.01% |
547,810
-7,594
| -1% | -$318K |
|
1740
Yelp
YELP
$1.95B
| $23M | ﹤0.01% |
669,780
+284,466
| +74% | +$9.75M |
|
1741
Gildan
GIL
$8.03B
| $22.9M | ﹤0.01% |
465,599
+349,910
| +302% | +$17.2M |
|
1742
AptarGroup
ATR
$8.91B
| $22.9M | ﹤0.01% |
146,308
-17,850
| -11% | -$2.79M |
|
1743
Outfront Media
OUT
$3.16B
| $22.9M | ﹤0.01% |
1,401,402
+224,524
| +19% | +$3.66M |
|
1744
Capital Group Short Duration Income ETF
CGSD
$1.53B
| $22.9M | ﹤0.01% |
881,595
-4,413
| -0.5% | -$114K |
|
1745
Jefferies Financial Group
JEF
$13.7B
| $22.9M | ﹤0.01% |
417,954
+14,487
| +4% | +$792K |
|
1746
Dimensional US Targeted Value ETF
DFAT
$11.7B
| $22.8M | ﹤0.01% |
422,349
-4,079
| -1% | -$220K |
|
1747
First Trust Technology AlphaDEX Fund
FXL
$1.41B
| $22.7M | ﹤0.01% |
144,388
-8,300
| -5% | -$1.31M |
|
1748
ProShares UltraPro QQQ
TQQQ
$28B
| $22.7M | ﹤0.01% |
273,613
+117,473
| +75% | +$9.75M |
|
1749
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.86B
| $22.7M | ﹤0.01% |
1,351,895
+66,007
| +5% | +$1.11M |
|
1750
Guggenheim Strategic Opportunities Fund
GOF
$2.65B
| $22.7M | ﹤0.01% |
1,522,861
+50,267
| +3% | +$748K |
|