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 |
Tesla
TSLA
|
+$448M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$344M |
| 3 |
Exxon Mobil
XOM
|
+$302M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$234M |
| 5 |
TSMC
TSM
|
+$231M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$924M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$837M |
| 3 |
UBS Group
UBS
|
+$706M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
+$462M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$388M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Financials | 9.21% |
| 3 | Healthcare | 8.14% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
UMH
3126
UMH Properties
UMH
$1.28B
| $1.12M | ﹤0.01% |
45,600
-6,730
| -13% | -$165K |
|
3127
Tenaris
TS
$18.9B
| $1.12M | ﹤0.01% |
37,257
+30,577
| +458% | +$919K |
|
|
HA
3128
DELISTED
Hawaiian Holdings, Inc.
HA
| $1.12M | ﹤0.01% |
56,791
+27,537
| +94% | +$543K |
|
|
DSKE
3129
DELISTED
Daseke, Inc. Common Stock
DSKE
| $1.12M | ﹤0.01% |
111,090
-1,290
| -1% | -$13K |
|
3130
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
| $1.12M | ﹤0.01% |
52,981
-382
| -0.7% | -$8.06K |
|
3131
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$81.7M
| $1.11M | ﹤0.01% |
31,714
+30,509
| +2,532% | +$1.07M |
|
3132
Avient
AVNT
$3.29B
| $1.11M | ﹤0.01% |
23,160
-67,109
| -74% | -$3.22M |
|
3133
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$111M
| $1.11M | ﹤0.01% |
28,971
+111
| +0.4% | +$4.26K |
|
3134
Televisa
TV
$1.51B
| $1.11M | ﹤0.01% |
94,954
+26,614
| +39% | +$311K |
|
3135
Seacoast Banking Corp of Florida
SBCF
$2.67B
| $1.11M | ﹤0.01% |
31,691
-9,891
| -24% | -$346K |
|
3136
MiMedx Group
MDXG
$1.03B
| $1.11M | ﹤0.01% |
235,106
+4,501
| +2% | +$21.2K |
|
3137
Global X MSCI Norway ETF
NORW
$57.4M
| $1.11M | ﹤0.01% |
34,700
+10,383
| +43% | +$331K |
|
3138
Park National Corp
PRK
$2.64B
| $1.11M | ﹤0.01% |
8,425
-4,096
| -33% | -$538K |
|
3139
Pegasystems
PEGA
$9.93B
| $1.11M | ﹤0.01% |
27,432
-10,302
| -27% | -$415K |
|
3140
Stitch Fix
SFIX
$716M
| $1.11M | ﹤0.01% |
109,795
+63,234
| +136% | +$637K |
|
3141
Valaris
VAL
$3.73B
| $1.1M | ﹤0.01% |
21,242
+4,352
| +26% | +$226K |
|
3142
Invesco International Corporate Bond ETF
PICB
$198M
| $1.1M | ﹤0.01% |
43,584
-18,873
| -30% | -$478K |
|
3143
Prestige Consumer Healthcare
PBH
$3.11B
| $1.1M | ﹤0.01% |
20,802
-139,989
| -87% | -$7.41M |
|
3144
SiteOne Landscape Supply
SITE
$6.29B
| $1.1M | ﹤0.01% |
6,810
-2,305
| -25% | -$373K |
|
3145
Ingevity
NGVT
$2.05B
| $1.1M | ﹤0.01% |
17,162
-15,024
| -47% | -$963K |
|
3146
Littelfuse
LFUS
$6.53B
| $1.1M | ﹤0.01% |
4,406
-8,838
| -67% | -$2.2M |
|
3147
Enpro
NPO
$4.53B
| $1.1M | ﹤0.01% |
11,244
-4,098
| -27% | -$401K |
|
3148
BlackRock MuniAssets Fund
MUA
$446M
| $1.1M | ﹤0.01% |
85,787
+17,252
| +25% | +$221K |
|
3149
J&J Snack Foods
JJSF
$2.02B
| $1.09M | ﹤0.01% |
7,051
-6,229
| -47% | -$966K |
|
3150
Stoke Therapeutics
STOK
$1.27B
| $1.09M | ﹤0.01% |
51,941
+8,664
| +20% | +$182K |
|