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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Sylvamo
SLVM
$1.78B
| $4.07M | ﹤0.01% |
47,358
+18,776
| +66% | +$1.61M |
|
2452
Inspire Global Hope ETF
BLES
$123M
| $4.06M | ﹤0.01% |
102,882
+14,757
| +17% | +$583K |
|
2453
Sprout Social
SPT
$848M
| $4.04M | ﹤0.01% |
139,088
+32,448
| +30% | +$943K |
|
2454
Informatica
INFA
$7.56B
| $4.04M | ﹤0.01% |
159,717
+37,791
| +31% | +$955K |
|
2455
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$486M
| $4.02M | ﹤0.01% |
49,106
-2,778
| -5% | -$228K |
|
2456
WisdomTree Japan SmallCap Dividend Fund
DFJ
$324M
| $4.02M | ﹤0.01% |
49,870
+24,361
| +95% | +$1.96M |
|
2457
Immunovant
IMVT
$2.67B
| $4.02M | ﹤0.01% |
140,989
+21,634
| +18% | +$617K |
|
|
EOI
2458
Eaton Vance Enhanced Equity Income Fund
EOI
$872M
| $4.02M | ﹤0.01% |
198,538
-1,633
| -0.8% | -$33K |
|
2459
Rhythm Pharmaceuticals
RYTM
$6.38B
| $4.01M | ﹤0.01% |
76,634
+10,692
| +16% | +$560K |
|
2460
RXO
RXO
$2.79B
| $4.01M | ﹤0.01% |
143,342
-29,936
| -17% | -$838K |
|
2461
Dutch Bros
BROS
$7.53B
| $4.01M | ﹤0.01% |
125,146
-175,093
| -58% | -$5.61M |
|
2462
Evolent Health
EVH
$1,000M
| $4.01M | ﹤0.01% |
141,625
+21,418
| +18% | +$606K |
|
2463
Yeti Holdings
YETI
$2.89B
| $4M | ﹤0.01% |
97,526
-118,480
| -55% | -$4.86M |
|
2464
American Healthcare REIT
AHR
$7.21B
| $4M | ﹤0.01% |
153,303
+58,980
| +63% | +$1.54M |
|
2465
Teekay Tankers
TNK
$1.93B
| $4M | ﹤0.01% |
68,585
+18,447
| +37% | +$1.07M |
|
2466
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2B
| $3.99M | ﹤0.01% |
65,507
+59,864
| +1,061% | +$3.65M |
|
2467
Invesco WilderHill Clean Energy ETF
PBW
$399M
| $3.99M | ﹤0.01% |
199,245
+162,429
| +441% | +$3.25M |
|
2468
CareDx
CDNA
$746M
| $3.99M | ﹤0.01% |
127,779
+14,409
| +13% | +$450K |
|
2469
Edgewell Personal Care
EPC
$984M
| $3.99M | ﹤0.01% |
109,786
+97,386
| +785% | +$3.54M |
|
2470
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$667M
| $3.99M | ﹤0.01% |
54,911
+6,422
| +13% | +$466K |
|
2471
Cirrus Logic
CRUS
$5.98B
| $3.98M | ﹤0.01% |
32,042
-13,852
| -30% | -$1.72M |
|
2472
Kaspi.kz JSC
KSPI
$16.1B
| $3.97M | ﹤0.01% |
37,491
+2,772
| +8% | +$294K |
|
2473
VanEck Uranium + Nuclear Energy ETF
NLR
$2.61B
| $3.97M | ﹤0.01% |
47,472
+4,741
| +11% | +$396K |
|
2474
BlackRock MuniYield New York Quality Fund
MYN
$380M
| $3.97M | ﹤0.01% |
367,843
+53,331
| +17% | +$575K |
|
2475
Novanta
NOVT
$4.09B
| $3.96M | ﹤0.01% |
22,150
+6,442
| +41% | +$1.15M |
|