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 | |
|---|---|---|---|---|---|---|
2176
Pilgrim's Pride
PPC
$10.4B
| $13.5M | ﹤0.01% |
301,211
+33,890
| +13% | +$1.52M |
|
2177
Tortoise North American Pipeline Fund
TPYP
$708M
| $13.5M | ﹤0.01% |
379,127
-13,933
| -4% | -$498K |
|
2178
Rezolute
RZLT
$669M
| $13.5M | ﹤0.01% |
3,037,168
+2,420,653
| +393% | +$10.8M |
|
2179
NexGen Energy
NXE
$4.36B
| $13.5M | ﹤0.01% |
1,951,170
+1,183,952
| +154% | +$8.22M |
|
2180
DXC Technology
DXC
$2.51B
| $13.5M | ﹤0.01% |
885,516
+340,514
| +62% | +$5.21M |
|
2181
TIM SA
TIMB
$10.3B
| $13.5M | ﹤0.01% |
672,306
-58,147
| -8% | -$1.17M |
|
2182
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
| $13.5M | ﹤0.01% |
906,629
-20,595
| -2% | -$307K |
|
2183
Columbia Research Enhanced Core ETF
RECS
$3.61B
| $13.5M | ﹤0.01% |
366,954
+225,803
| +160% | +$8.31M |
|
2184
Alphatec Holdings
ATEC
$2.26B
| $13.4M | ﹤0.01% |
1,211,388
+913,552
| +307% | +$10.1M |
|
2185
Syndax Pharmaceuticals
SNDX
$1.34B
| $13.4M | ﹤0.01% |
1,435,415
-280,363
| -16% | -$2.63M |
|
|
PONY
2186
Pony AI Inc. American Depositary Shares
PONY
$5.33B
| $13.4M | ﹤0.01% |
1,016,741
+892,014
| +715% | +$11.8M |
|
2187
Krystal Biotech
KRYS
$4.16B
| $13.4M | ﹤0.01% |
97,240
+16,121
| +20% | +$2.22M |
|
2188
Philips
PHG
$26.8B
| $13.3M | ﹤0.01% |
555,645
+14,303
| +3% | +$343K |
|
2189
Cedar Fair
FUN
$2.38B
| $13.3M | ﹤0.01% |
437,375
-418,292
| -49% | -$12.7M |
|
2190
Denali Therapeutics
DNLI
$2.07B
| $13.3M | ﹤0.01% |
950,764
+162,335
| +21% | +$2.27M |
|
2191
Quantum Computing Inc
QUBT
$2.72B
| $13.3M | ﹤0.01% |
693,018
-416,054
| -38% | -$7.98M |
|
|
MAGN
2192
Magnera Corporation
MAGN
$393M
| $13.3M | ﹤0.01% |
1,099,602
+547,204
| +99% | +$6.61M |
|
2193
Park National Corp
PRK
$2.72B
| $13.3M | ﹤0.01% |
79,273
-9,957
| -11% | -$1.67M |
|
2194
iShares US Small Cap Equity Factor ETF
SMLF
$2.25B
| $13.3M | ﹤0.01% |
195,096
+1,557
| +0.8% | +$106K |
|
2195
ServisFirst Bancshares
SFBS
$4.57B
| $13.2M | ﹤0.01% |
170,905
+87,820
| +106% | +$6.81M |
|
2196
Banco de Chile
BCH
$15.2B
| $13.2M | ﹤0.01% |
435,227
+214,293
| +97% | +$6.52M |
|
2197
New Mountain Finance
NMFC
$1.11B
| $13.2M | ﹤0.01% |
1,254,591
+374,507
| +43% | +$3.95M |
|
2198
Leggett & Platt
LEG
$1.3B
| $13.2M | ﹤0.01% |
1,478,546
+346,630
| +31% | +$3.09M |
|
|
BULL
2199
Webull Corporation Class A Ordinary Shares
BULL
$6.6B
| $13.2M | ﹤0.01% |
+1,102,023
| New | +$13.2M |
|
2200
JetBlue
JBLU
$1.84B
| $13.2M | ﹤0.01% |
3,115,762
-535,350
| -15% | -$2.26M |
|