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 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.9B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$541M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$511M |
| 4 |
American International
AIG
|
+$420M |
| 5 |
UBS Group
UBS
|
+$286M |
Top Sells
Sector Composition
| 1 | Financials | 10.17% |
| 2 | Energy | 8.73% |
| 3 | Healthcare | 8.27% |
| 4 | Technology | 7.59% |
| 5 | Industrials | 6.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2926
Kinross Gold
KGC
$27.2B
| $819K | ﹤0.01% |
353,026
+110,722
| +46% | +$257K |
|
|
ELLI
2927
DELISTED
Ellie Mae Inc
ELLI
| $816K | ﹤0.01% |
11,684
+10,974
| +1,546% | +$766K |
|
|
LVL
2928
DELISTED
Invesco S&P Global Dividend Opportunities Index ETF
LVL
| $815K | ﹤0.01% |
73,938
-9,333
| -11% | -$103K |
|
2929
Criteo
CRTO
$1.16B
| $813K | ﹤0.01% |
17,069
+9,694
| +131% | +$462K |
|
|
MYJ
2930
DELISTED
Blackrock Muni Yield New Jersey Fund, Inc.
MYJ
| $812K | ﹤0.01% |
56,741
+6,019
| +12% | +$86.1K |
|
2931
CorMedix
CRMD
$873M
| $808K | ﹤0.01% |
41,614
+3,067
| +8% | +$59.6K |
|
|
MLNX
2932
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $808K | ﹤0.01% |
16,643
-12,878
| -44% | -$625K |
|
2933
Integer Holdings
ITGR
$3.66B
| $806K | ﹤0.01% |
16,391
-6,375
| -28% | -$313K |
|
2934
Wipro
WIT
$29.8B
| $804K | ﹤0.01% |
358,101
+27,824
| +8% | +$62.5K |
|
2935
Antero Resources
AR
$9.86B
| $802K | ﹤0.01% |
23,356
+11,021
| +89% | +$378K |
|
|
TBI
2936
Trueblue
TBI
$193M
| $802K | ﹤0.01% |
26,819
+20,157
| +303% | +$603K |
|
2937
Santander
BSBR
$41.4B
| $801K | ﹤0.01% |
153,743
+104,699
| +213% | +$545K |
|
|
SZYM
2938
DELISTED
SOLAZYME INC COM STK (DE)
SZYM
| $801K | ﹤0.01% |
255,111
+191,817
| +303% | +$602K |
|
2939
DNOW Inc
DNOW
$1.63B
| $800K | ﹤0.01% |
40,169
-46,757
| -54% | -$931K |
|
2940
Fidelity MSCI Information Technology Index ETF
FTEC
$15.9B
| $798K | ﹤0.01% |
24,932
+1,839
| +8% | +$58.9K |
|
2941
Supernus Pharmaceuticals
SUPN
$2.59B
| $798K | ﹤0.01% |
47,017
+2,393
| +5% | +$40.6K |
|
2942
New Oriental
EDU
$8.6B
| $797K | ﹤0.01% |
32,540
-69,196
| -68% | -$1.69M |
|
2943
Global X Silver Miners ETF NEW
SIL
$3.11B
| $797K | ﹤0.01% |
31,083
-10,675
| -26% | -$274K |
|
|
FNGN
2944
DELISTED
Financial Engines, Inc.
FNGN
| $797K | ﹤0.01% |
18,783
-12,836
| -41% | -$545K |
|
2945
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
| $794K | ﹤0.01% |
26,199
+1,062
| +4% | +$32.2K |
|
|
DEG
2946
DELISTED
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
| $792K | ﹤0.01% |
38,394
+1,834
| +5% | +$37.8K |
|
2947
Power Integrations
POWI
$2.55B
| $790K | ﹤0.01% |
34,964
-1,244
| -3% | -$28.1K |
|
|
STK
2948
Columbia Seligman Premium Technology Growth Fund
STK
$603M
| $790K | ﹤0.01% |
42,330
+2,253
| +6% | +$42K |
|
2949
Gabelli Equity Trust
GAB
$1.88B
| $789K | ﹤0.01% |
130,012
+45,513
| +54% | +$276K |
|
2950
iShares MSCI Turkey ETF
TUR
$170M
| $789K | ﹤0.01% |
17,485
-4,431
| -20% | -$200K |
|