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 |
iShares Core S&P 500 ETF
IVV
|
+$1.1B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$610M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$379M |
| 4 |
UBS Group
UBS
|
+$226M |
| 5 |
PLAN
Anaplan, Inc.
PLAN
|
+$219M |
Top Sells
| 1 |
Apple
AAPL
|
+$733M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$706M |
| 3 |
Microsoft
MSFT
|
+$702M |
| 4 |
Amazon
AMZN
|
+$625M |
| 5 |
Home Depot
HD
|
+$364M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 8.2% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2576
Lantheus
LNTH
$3.46B
| $2.89M | ﹤0.01% |
100,148
+61,884
| +162% | +$1.79M |
|
2577
Relay Therapeutics
RLAY
$705M
| $2.89M | ﹤0.01% |
94,238
+83,354
| +766% | +$2.56M |
|
2578
Carter's
CRI
$1.14B
| $2.89M | ﹤0.01% |
28,561
+9,239
| +48% | +$935K |
|
2579
Thor Industries
THO
$5.5B
| $2.89M | ﹤0.01% |
27,851
-17,191
| -38% | -$1.78M |
|
|
APTS
2580
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $2.89M | ﹤0.01% |
159,986
+17,971
| +13% | +$325K |
|
2581
iShares Core Moderate Allocation ETF
AOM
$1.6B
| $2.89M | ﹤0.01% |
63,459
+7,721
| +14% | +$351K |
|
2582
Supernus Pharmaceuticals
SUPN
$2.51B
| $2.89M | ﹤0.01% |
98,999
+95,951
| +3,148% | +$2.8M |
|
|
ROCC
2583
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $2.89M | ﹤0.01% |
107,214
+28,005
| +35% | +$754K |
|
2584
Grid Dynamics Holdings
GDYN
$642M
| $2.88M | ﹤0.01% |
75,871
+60,365
| +389% | +$2.29M |
|
2585
Revolution Medicines
RVMD
$8.19B
| $2.88M | ﹤0.01% |
114,420
-2,930
| -2% | -$73.7K |
|
2586
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
| $2.88M | ﹤0.01% |
61,672
-1,906
| -3% | -$88.9K |
|
2587
Nurix Therapeutics
NRIX
$655M
| $2.88M | ﹤0.01% |
99,337
+98,762
| +17,176% | +$2.86M |
|
2588
AptarGroup
ATR
$8.87B
| $2.87M | ﹤0.01% |
23,445
-17,647
| -43% | -$2.16M |
|
2589
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.12B
| $2.87M | ﹤0.01% |
101,400
+3,020
| +3% | +$85.4K |
|
2590
RAPT Therapeutics
RAPT
$298M
| $2.87M | ﹤0.01% |
9,764
+8,985
| +1,153% | +$2.64M |
|
|
MYJ
2591
DELISTED
Blackrock Muni Yield New Jersey Fund, Inc.
MYJ
| $2.87M | ﹤0.01% |
181,130
+25,373
| +16% | +$401K |
|
2592
Mercury Insurance
MCY
$4.3B
| $2.86M | ﹤0.01% |
53,878
+391
| +0.7% | +$20.7K |
|
2593
Zillow
ZG
$21B
| $2.86M | ﹤0.01% |
45,884
-61,104
| -57% | -$3.8M |
|
2594
NeoGenomics
NEO
$1.05B
| $2.85M | ﹤0.01% |
83,475
+693
| +0.8% | +$23.6K |
|
2595
argenx
ARGX
$44.9B
| $2.85M | ﹤0.01% |
8,130
-4,381
| -35% | -$1.53M |
|
2596
Icahn Enterprises
IEP
$4.68B
| $2.84M | ﹤0.01% |
57,346
-17,241
| -23% | -$855K |
|
2597
Standard BioTools
LAB
$516M
| $2.84M | ﹤0.01% |
725,165
-62,997
| -8% | -$247K |
|
|
DMTK
2598
DELISTED
DermTech, Inc. Common Stock
DMTK
| $2.84M | ﹤0.01% |
179,791
+86,509
| +93% | +$1.37M |
|
|
MNTV
2599
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $2.84M | ﹤0.01% |
134,286
+61,304
| +84% | +$1.3M |
|
2600
WisdomTree Global High Dividend Fund
DEW
$124M
| $2.84M | ﹤0.01% |
56,748
+45,330
| +397% | +$2.27M |
|