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 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2826
NeoGenomics
NEO
$1.05B
| $1.53M | ﹤0.01% |
87,680
+7,088
| +9% | +$123K |
|
2827
Stem
STEM
$148M
| $1.52M | ﹤0.01% |
13,439
+7,057
| +111% | +$800K |
|
|
KREF
2828
KKR Real Estate Finance Trust
KREF
$625M
| $1.52M | ﹤0.01% |
133,797
+23,472
| +21% | +$267K |
|
2829
ProShares UltraShort S&P500
SDS
$457M
| $1.52M | ﹤0.01% |
38,127
-25,283
| -40% | -$1.01M |
|
2830
Apogee Enterprises
APOG
$889M
| $1.52M | ﹤0.01% |
35,167
+10,106
| +40% | +$437K |
|
2831
Karat Packaging
KRT
$486M
| $1.52M | ﹤0.01% |
114,100
+4,746
| +4% | +$63.3K |
|
|
KC
2832
Kingsoft Cloud Holdings
KC
$4.62B
| $1.52M | ﹤0.01% |
171,028
-78,471
| -31% | -$698K |
|
2833
Alight
ALIT
$1.79B
| $1.52M | ﹤0.01% |
164,743
+34,152
| +26% | +$315K |
|
2834
Silgan Holdings
SLGN
$4.62B
| $1.51M | ﹤0.01% |
28,161
+7,153
| +34% | +$384K |
|
2835
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $1.51M | ﹤0.01% |
86,110
+776
| +0.9% | +$13.6K |
|
2836
ALPS Clean Energy ETF
ACES
$96.6M
| $1.51M | ﹤0.01% |
32,422
+539
| +2% | +$25.1K |
|
|
TYG
2837
Tortoise Energy Infrastructure Corp
TYG
$726M
| $1.51M | ﹤0.01% |
51,220
-4,930
| -9% | -$145K |
|
2838
LCI Industries
LCII
$2.39B
| $1.51M | ﹤0.01% |
13,700
+2,466
| +22% | +$271K |
|
2839
Dine Brands
DIN
$374M
| $1.5M | ﹤0.01% |
22,235
+3,215
| +17% | +$217K |
|
2840
Chunghwa Telecom
CHT
$34.7B
| $1.5M | ﹤0.01% |
38,421
+1,068
| +3% | +$41.8K |
|
2841
Upstart Holdings
UPST
$6.55B
| $1.5M | ﹤0.01% |
94,498
+17,046
| +22% | +$271K |
|
2842
Rhythm Pharmaceuticals
RYTM
$6.38B
| $1.5M | ﹤0.01% |
84,077
-107,188
| -56% | -$1.91M |
|
2843
Schneider National
SNDR
$4.08B
| $1.5M | ﹤0.01% |
56,067
+9,407
| +20% | +$252K |
|
2844
Altice USA
ATUS
$1.18B
| $1.5M | ﹤0.01% |
437,625
+108,298
| +33% | +$370K |
|
2845
Procept Biorobotics
PRCT
$2.07B
| $1.49M | ﹤0.01% |
52,617
+45,605
| +650% | +$1.3M |
|
2846
Replimune Group
REPL
$446M
| $1.49M | ﹤0.01% |
84,614
+25,153
| +42% | +$444K |
|
2847
Plexus
PLXS
$3.73B
| $1.49M | ﹤0.01% |
15,292
+4,598
| +43% | +$449K |
|
2848
SPS Commerce
SPSC
$4.06B
| $1.49M | ﹤0.01% |
9,795
+7,357
| +302% | +$1.12M |
|
|
UHT
2849
Universal Health Realty Income Trust
UHT
$577M
| $1.49M | ﹤0.01% |
30,968
+7,665
| +33% | +$369K |
|
2850
Kosmos Energy
KOS
$851M
| $1.49M | ﹤0.01% |
199,746
+23,001
| +13% | +$171K |
|