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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2701
SPDR NYSE Technology ETF
XNTK
$1.35B
| $1.78M | ﹤0.01% |
24,502
-5,719
| -19% | -$416K |
|
2702
CBIZ
CBZ
$3.04B
| $1.78M | ﹤0.01% |
75,860
+22,487
| +42% | +$528K |
|
|
EPZM
2703
DELISTED
Epizyme, Inc
EPZM
| $1.78M | ﹤0.01% |
172,704
+79,977
| +86% | +$825K |
|
2704
Northwest Bancshares
NWBI
$1.82B
| $1.78M | ﹤0.01% |
108,605
+35,623
| +49% | +$584K |
|
2705
AdvisorShares Dorsey Wright ADR ETF
AADR
$44.8M
| $1.78M | ﹤0.01% |
37,323
+438
| +1% | +$20.9K |
|
2706
Capitol Federal Financial
CFFN
$836M
| $1.78M | ﹤0.01% |
128,951
+77,332
| +150% | +$1.07M |
|
|
GMRE
2707
Global Medical REIT
GMRE
$522M
| $1.78M | ﹤0.01% |
155,895
+4,660
| +3% | +$53.1K |
|
2708
Horace Mann Educators
HMN
$1.87B
| $1.78M | ﹤0.01% |
38,310
+28,190
| +279% | +$1.31M |
|
|
CTWS
2709
DELISTED
Connecticut Water Service Inc
CTWS
| $1.77M | ﹤0.01% |
25,326
+6,446
| +34% | +$452K |
|
2710
Universal Insurance Holdings
UVE
$711M
| $1.77M | ﹤0.01% |
59,057
+21,342
| +57% | +$640K |
|
2711
AMC Networks
AMCX
$360M
| $1.77M | ﹤0.01% |
35,997
-2,542
| -7% | -$125K |
|
2712
Invesco Building & Construction ETF
PKB
$299M
| $1.77M | ﹤0.01% |
54,239
-1,458
| -3% | -$47.6K |
|
2713
Ryanair
RYAAY
$30.7B
| $1.77M | ﹤0.01% |
66,660
-4,915
| -7% | -$131K |
|
2714
Interparfums
IPAR
$3.41B
| $1.77M | ﹤0.01% |
25,283
+8,879
| +54% | +$621K |
|
2715
Copa Holdings
CPA
$4.87B
| $1.77M | ﹤0.01% |
17,874
+12,609
| +239% | +$1.25M |
|
2716
Eagle Bancorp
EGBN
$628M
| $1.76M | ﹤0.01% |
39,525
+16,659
| +73% | +$743K |
|
2717
Walker & Dunlop
WD
$2.95B
| $1.76M | ﹤0.01% |
31,518
+18,821
| +148% | +$1.05M |
|
2718
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$988M
| $1.76M | ﹤0.01% |
49,527
-759
| -2% | -$27K |
|
|
WIW
2719
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$549M
| $1.76M | ﹤0.01% |
158,883
+1,111
| +0.7% | +$12.3K |
|
2720
Steelcase
SCS
$1.94B
| $1.76M | ﹤0.01% |
95,521
+56,625
| +146% | +$1.04M |
|
2721
Varex Imaging
VREX
$486M
| $1.76M | ﹤0.01% |
61,578
+22,029
| +56% | +$629K |
|
2722
BlackRock Enhanced International Dividend Trust
BGY
$525M
| $1.76M | ﹤0.01% |
323,293
-345
| -0.1% | -$1.87K |
|
2723
Enviri
NVRI
$1.01B
| $1.75M | ﹤0.01% |
92,331
+63,609
| +221% | +$1.21M |
|
2724
Universal Corp
UVV
$1.41B
| $1.75M | ﹤0.01% |
31,869
+10,339
| +48% | +$567K |
|
2725
Antero Resources
AR
$10B
| $1.75M | ﹤0.01% |
578,297
+96,002
| +20% | +$290K |
|