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 | |
|---|---|---|---|---|---|---|
1851
RLI Corp
RLI
$6.14B
| $19.9M | ﹤0.01% |
275,530
+118,824
| +76% | +$8.58M |
|
1852
Timken Company
TKR
$5.4B
| $19.9M | ﹤0.01% |
273,898
-147,892
| -35% | -$10.7M |
|
1853
iShares International Dividend Growth ETF
IGRO
$1.19B
| $19.9M | ﹤0.01% |
251,673
+58,504
| +30% | +$4.62M |
|
1854
Direxion Daily GOOGL Bull 2X Shares
GGLL
$473M
| $19.8M | ﹤0.01% |
571,218
+28,805
| +5% | +$1M |
|
1855
Beam Therapeutics
BEAM
$2.08B
| $19.8M | ﹤0.01% |
1,163,894
-297,895
| -20% | -$5.07M |
|
1856
MSC Industrial Direct
MSM
$5.09B
| $19.8M | ﹤0.01% |
232,485
-83
| -0% | -$7.06K |
|
1857
fuboTV
FUBO
$1.46B
| $19.7M | ﹤0.01% |
5,115,809
+3,124,020
| +157% | +$12.1M |
|
1858
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.4B
| $19.7M | ﹤0.01% |
1,807,866
+1,680
| +0.1% | +$18.3K |
|
1859
Korn Ferry
KFY
$3.79B
| $19.7M | ﹤0.01% |
268,775
+159,540
| +146% | +$11.7M |
|
1860
Bruker
BRKR
$4.69B
| $19.7M | ﹤0.01% |
477,099
-96,863
| -17% | -$3.99M |
|
1861
Main Street Capital
MAIN
$5.99B
| $19.7M | ﹤0.01% |
332,510
+88,593
| +36% | +$5.24M |
|
1862
ESAB
ESAB
$6.69B
| $19.6M | ﹤0.01% |
162,836
-90,259
| -36% | -$10.9M |
|
1863
TeraWulf
WULF
$4.39B
| $19.6M | ﹤0.01% |
4,478,361
+860,444
| +24% | +$3.77M |
|
1864
Barclays
BCS
$72.6B
| $19.6M | ﹤0.01% |
1,053,186
-593,218
| -36% | -$11M |
|
1865
iShares MSCI Switzerland ETF
EWL
$1.33B
| $19.6M | ﹤0.01% |
356,852
+109,251
| +44% | +$5.99M |
|
1866
Angel Oak Income ETF
CARY
$630M
| $19.6M | ﹤0.01% |
939,991
+264,494
| +39% | +$5.5M |
|
1867
Innodata
INOD
$1.99B
| $19.5M | ﹤0.01% |
381,175
+197,023
| +107% | +$10.1M |
|
1868
RenaissanceRe
RNR
$11.6B
| $19.5M | ﹤0.01% |
80,326
-27,964
| -26% | -$6.79M |
|
1869
Liberty Live Group Series C
LLYVK
$9.23B
| $19.5M | ﹤0.01% |
240,266
-68,920
| -22% | -$5.59M |
|
1870
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.35B
| $19.5M | ﹤0.01% |
736,471
-73,230
| -9% | -$1.94M |
|
1871
Invesco S&P MidCap Low Volatility ETF
XMLV
$817M
| $19.5M | ﹤0.01% |
315,912
+16,940
| +6% | +$1.04M |
|
1872
ScottsMiracle-Gro
SMG
$3.51B
| $19.5M | ﹤0.01% |
294,913
-164,972
| -36% | -$10.9M |
|
1873
Fluence Energy
FLNC
$917M
| $19.4M | ﹤0.01% |
2,897,150
-1,184,188
| -29% | -$7.95M |
|
1874
City Holding Co
CHCO
$1.83B
| $19.4M | ﹤0.01% |
158,768
-2,094
| -1% | -$256K |
|
1875
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$891M
| $19.4M | ﹤0.01% |
705,721
+88,189
| +14% | +$2.43M |
|