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 | |
|---|---|---|---|---|---|---|
|
DSL
2226
DoubleLine Income Solutions Fund
DSL
$1.44B
| $12.5M | ﹤0.01% |
1,019,319
+21,256
| +2% | +$260K |
|
2227
Jackson Financial
JXN
$6.75B
| $12.4M | ﹤0.01% |
140,169
-464,324
| -77% | -$41.2M |
|
2228
Sociedad Química y Minera de Chile
SQM
$12.4B
| $12.4M | ﹤0.01% |
351,699
-130,827
| -27% | -$4.61M |
|
2229
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$439M
| $12.4M | ﹤0.01% |
150,344
-36,980
| -20% | -$3.05M |
|
2230
Direxion Daily NVDA Bull 2X Shares
NVDU
$694M
| $12.4M | ﹤0.01% |
125,022
-6,337
| -5% | -$627K |
|
2231
Pitney Bowes
PBI
$1.96B
| $12.4M | ﹤0.01% |
1,133,607
+134,132
| +13% | +$1.46M |
|
2232
Customers Bancorp
CUBI
$2.29B
| $12.4M | ﹤0.01% |
210,494
-56,477
| -21% | -$3.32M |
|
|
FINS
2233
Angel Oak Financial Strategies Income Term Trust
FINS
$450M
| $12.4M | ﹤0.01% |
952,187
+197,490
| +26% | +$2.56M |
|
2234
First Watch Restaurant Group
FWRG
$1.05B
| $12.3M | ﹤0.01% |
768,916
-71,414
| -8% | -$1.15M |
|
2235
Cosan
CSAN
$2.61B
| $12.3M | ﹤0.01% |
2,442,058
+1,265,013
| +107% | +$6.39M |
|
2236
Crescent Energy
CRGY
$2.18B
| $12.3M | ﹤0.01% |
1,432,132
-528,164
| -27% | -$4.54M |
|
2237
Alger Mid Cap 40 ETF
FRTY
$117M
| $12.3M | ﹤0.01% |
640,846
+178,557
| +39% | +$3.43M |
|
|
AAT
2238
American Assets Trust
AAT
$1.27B
| $12.3M | ﹤0.01% |
622,742
+568,475
| +1,048% | +$11.2M |
|
2239
Axos Financial
AX
$5.1B
| $12.3M | ﹤0.01% |
161,309
-5,801
| -3% | -$441K |
|
2240
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.65B
| $12.2M | ﹤0.01% |
522,188
+148,573
| +40% | +$3.48M |
|
2241
Kura Sushi USA
KRUS
$982M
| $12.2M | ﹤0.01% |
141,826
-52,428
| -27% | -$4.51M |
|
2242
Casella Waste Systems
CWST
$5.75B
| $12.2M | ﹤0.01% |
105,760
-16,980
| -14% | -$1.96M |
|
2243
Medical Properties Trust
MPW
$2.93B
| $12.2M | ﹤0.01% |
2,823,583
-3,437,492
| -55% | -$14.8M |
|
2244
Nuveen Municipal Credit Opportunities Fund
NMCO
$595M
| $12.2M | ﹤0.01% |
1,134,081
-89,055
| -7% | -$956K |
|
2245
eXp World Holdings
EXPI
$1.77B
| $12.2M | ﹤0.01% |
1,336,817
+147,903
| +12% | +$1.35M |
|
2246
BlackRock Core Bond Trust
BHK
$714M
| $12.2M | ﹤0.01% |
1,251,329
-27,675
| -2% | -$269K |
|
2247
Brookfield Renewable
BEPC
$6.17B
| $12.1M | ﹤0.01% |
370,376
-31,428
| -8% | -$1.03M |
|
2248
iShares MSCI Australia ETF
EWA
$1.56B
| $12.1M | ﹤0.01% |
461,249
-340,839
| -42% | -$8.97M |
|
2249
SPDR S&P Metals & Mining ETF
XME
$2.45B
| $12.1M | ﹤0.01% |
180,166
-183,880
| -51% | -$12.4M |
|
2250
BGC Group
BGC
$4.77B
| $12.1M | ﹤0.01% |
1,183,659
+413,657
| +54% | +$4.23M |
|