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 | |
|---|---|---|---|---|---|---|
1926
Lloyds Banking Group
LYG
$67B
| $18.3M | ﹤0.01% |
4,296,768
+3,052,557
| +245% | +$13M |
|
1927
Ocular Therapeutix
OCUL
$2.23B
| $18.2M | ﹤0.01% |
1,965,151
+630,212
| +47% | +$5.85M |
|
1928
First Trust Indxx NextG ETF
NXTG
$406M
| $18.2M | ﹤0.01% |
187,316
-20,671
| -10% | -$2.01M |
|
1929
Sonoco
SON
$4.71B
| $18.1M | ﹤0.01% |
416,563
+1,238
| +0.3% | +$53.9K |
|
1930
Dr. Reddy's Laboratories
RDY
$12.2B
| $18.1M | ﹤0.01% |
1,206,843
+307,034
| +34% | +$4.61M |
|
1931
Morningstar
MORN
$10.8B
| $18.1M | ﹤0.01% |
57,707
-47,543
| -45% | -$14.9M |
|
1932
Nurix Therapeutics
NRIX
$691M
| $18.1M | ﹤0.01% |
1,589,040
+915,893
| +136% | +$10.4M |
|
|
AMTM
1933
Amentum Holdings, Inc.
AMTM
$5.8B
| $18.1M | ﹤0.01% |
766,304
-763,830
| -50% | -$18M |
|
1934
CNX Resources
CNX
$4.25B
| $18.1M | ﹤0.01% |
537,018
-515,572
| -49% | -$17.4M |
|
1935
Western Union
WU
$2.71B
| $18.1M | ﹤0.01% |
2,145,715
-373,525
| -15% | -$3.15M |
|
1936
Rush Street Interactive
RSI
$2.02B
| $18M | ﹤0.01% |
1,211,382
+529,704
| +78% | +$7.89M |
|
|
BRSL
1937
Brightstar Lottery PLC
BRSL
$3.12B
| $18M | ﹤0.01% |
1,138,673
+786,526
| +223% | +$12.4M |
|
1938
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.23B
| $18M | ﹤0.01% |
1,088,844
+62,348
| +6% | +$1.03M |
|
1939
Intuitive Machines
LUNR
$1.03B
| $18M | ﹤0.01% |
1,654,353
+191,715
| +13% | +$2.08M |
|
1940
iShares MSCI Canada ETF
EWC
$3.26B
| $18M | ﹤0.01% |
388,751
-84,057
| -18% | -$3.88M |
|
1941
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $18M | ﹤0.01% |
312,394
+5,055
| +2% | +$291K |
|
1942
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.1B
| $17.9M | ﹤0.01% |
802,629
+18,100
| +2% | +$405K |
|
1943
First Trust STOXX European Select Dividend Income Fund
FDD
$684M
| $17.9M | ﹤0.01% |
1,154,637
+516,872
| +81% | +$8.03M |
|
1944
News Corp Class B
NWS
$18.2B
| $17.9M | ﹤0.01% |
522,407
-1,236,483
| -70% | -$42.4M |
|
|
SVM
1945
Silvercorp Metals
SVM
$1.15B
| $17.9M | ﹤0.01% |
4,236,199
+2,424,688
| +134% | +$10.2M |
|
1946
Genworth Financial
GNW
$3.61B
| $17.9M | ﹤0.01% |
2,295,889
+1,210,340
| +111% | +$9.42M |
|
1947
Autoliv
ALV
$9.68B
| $17.9M | ﹤0.01% |
159,566
-20,045
| -11% | -$2.24M |
|
1948
Patterson-UTI
PTEN
$2.13B
| $17.9M | ﹤0.01% |
3,010,926
+1,322,704
| +78% | +$7.84M |
|
1949
Perrigo
PRGO
$3.06B
| $17.8M | ﹤0.01% |
666,986
+162,421
| +32% | +$4.34M |
|
|
JKS
1950
JinkoSolar
JKS
$1.3B
| $17.8M | ﹤0.01% |
838,852
+189,361
| +29% | +$4.02M |
|