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 |
NVIDIA
NVDA
|
+$1.37B |
| 2 |
Apple
AAPL
|
+$1.22B |
| 3 |
Microsoft
MSFT
|
+$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$885M |
| 5 |
Nike
NKE
|
+$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$263M |
| 5 |
NRG Energy
NRG
|
+$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
OBE
3151
Obsidian Energy
OBE
$422M
| $1.34M | ﹤0.01% |
178,528
+60,986
| +52% | +$456K |
|
3152
BlackRock Resources & Commodities Strategy Trust
BCX
$761M
| $1.33M | ﹤0.01% |
145,234
+24,304
| +20% | +$223K |
|
|
BTO
3153
John Hancock Financial Opportunities Fund
BTO
$723M
| $1.33M | ﹤0.01% |
47,616
+11,240
| +31% | +$315K |
|
3154
Laureate Education
LAUR
$4.36B
| $1.33M | ﹤0.01% |
89,234
-93,408
| -51% | -$1.4M |
|
3155
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.17B
| $1.33M | ﹤0.01% |
59,494
+54,351
| +1,057% | +$1.22M |
|
3156
CAE Inc
CAE
$8.67B
| $1.33M | ﹤0.01% |
71,588
+42,534
| +146% | +$790K |
|
3157
Fidus Investment
FDUS
$726M
| $1.33M | ﹤0.01% |
68,247
+197
| +0.3% | +$3.84K |
|
3158
MillerKnoll
MLKN
$1.39B
| $1.33M | ﹤0.01% |
50,162
-14,881
| -23% | -$394K |
|
3159
VanEck Low Carbon Energy ETF
SMOG
$128M
| $1.33M | ﹤0.01% |
13,800
-474
| -3% | -$45.6K |
|
|
BLDP
3160
Ballard Power Systems
BLDP
$785M
| $1.33M | ﹤0.01% |
590,083
+116,014
| +24% | +$261K |
|
3161
Cipher Mining
CIFR
$4.57B
| $1.33M | ﹤0.01% |
319,575
+240,921
| +306% | +$1,000K |
|
3162
QuidelOrtho
QDEL
$2.01B
| $1.32M | ﹤0.01% |
39,862
+8,753
| +28% | +$291K |
|
3163
Aris Water Solutions
ARIS
$790M
| $1.32M | ﹤0.01% |
84,346
+37,175
| +79% | +$583K |
|
3164
Beyond Meat
BYND
$215M
| $1.32M | ﹤0.01% |
196,536
+26,275
| +15% | +$176K |
|
|
UHT
3165
Universal Health Realty Income Trust
UHT
$583M
| $1.32M | ﹤0.01% |
33,626
-3,959
| -11% | -$155K |
|
3166
Sana Biotechnology
SANA
$851M
| $1.31M | ﹤0.01% |
240,638
-133,089
| -36% | -$727K |
|
3167
Strive US Energy ETF
DRLL
$262M
| $1.31M | ﹤0.01% |
43,881
-5,979
| -12% | -$179K |
|
3168
iShares Morningstar Small-Cap ETF
ISCB
$253M
| $1.31M | ﹤0.01% |
24,349
-4,266
| -15% | -$230K |
|
|
CHW
3169
Calamos Global Dynamic Income Fund
CHW
$479M
| $1.31M | ﹤0.01% |
190,907
-3,251
| -2% | -$22.3K |
|
3170
American Superconductor
AMSC
$2.94B
| $1.31M | ﹤0.01% |
55,990
+39,740
| +245% | +$930K |
|
3171
Summit Therapeutics
SMMT
$13.9B
| $1.31M | ﹤0.01% |
167,867
-309,075
| -65% | -$2.41M |
|
3172
Quaker Houghton
KWR
$2.5B
| $1.31M | ﹤0.01% |
7,715
-4,504
| -37% | -$764K |
|
3173
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$699M
| $1.31M | ﹤0.01% |
46,881
-6,798
| -13% | -$189K |
|
3174
WesBanco
WSBC
$3.08B
| $1.3M | ﹤0.01% |
46,734
-34,885
| -43% | -$974K |
|
|
PMF
3175
DELISTED
PIMCO Municipal Income Fund
PMF
| $1.3M | ﹤0.01% |
142,180
-1,122
| -0.8% | -$10.3K |
|