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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.58% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3201
Navigator Holdings
NVGS
$1.12B
| $3.88M | ﹤0.01% |
252,839
+200,514
| +383% | +$3.08M |
|
|
CRESY
3202
Cresud
CRESY
$576M
| $3.87M | ﹤0.01% |
306,441
+306,303
| +221,959% | +$3.87M |
|
3203
Inter&Co
INTR
$4.08B
| $3.85M | ﹤0.01% |
912,966
+796,461
| +684% | +$3.36M |
|
3204
Simulations Plus
SLP
$304M
| $3.85M | ﹤0.01% |
138,118
+123,408
| +839% | +$3.44M |
|
3205
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$344M
| $3.84M | ﹤0.01% |
106,157
+12,523
| +13% | +$453K |
|
3206
Designer Brands
DBI
$199M
| $3.84M | ﹤0.01% |
719,233
+698,194
| +3,319% | +$3.73M |
|
3207
ADS-TEC Energy
ADSE
$572M
| $3.84M | ﹤0.01% |
247,444
+246,466
| +25,201% | +$3.82M |
|
3208
Tourmaline Bio
TRML
$1.23B
| $3.84M | ﹤0.01% |
189,231
+177,385
| +1,497% | +$3.6M |
|
3209
Ingevity
NGVT
$2.11B
| $3.83M | ﹤0.01% |
93,991
-4,578
| -5% | -$187K |
|
3210
Trinity Capital
TRIN
$1.15B
| $3.82M | ﹤0.01% |
264,329
+89,509
| +51% | +$1.3M |
|
3211
Alpha and Omega Semiconductor
AOSL
$939M
| $3.82M | ﹤0.01% |
103,209
+80,590
| +356% | +$2.98M |
|
3212
Ardmore Shipping
ASC
$519M
| $3.82M | ﹤0.01% |
314,275
+205,176
| +188% | +$2.49M |
|
3213
Jamf
JAMF
$1.45B
| $3.81M | ﹤0.01% |
271,054
+196,356
| +263% | +$2.76M |
|
3214
Invesco PHLX Semiconductor ETF
SOXQ
$566M
| $3.81M | ﹤0.01% |
97,021
+92,596
| +2,093% | +$3.63M |
|
3215
iShares Global Utilities ETF
JXI
$216M
| $3.79M | ﹤0.01% |
59,151
+40,138
| +211% | +$2.57M |
|
3216
Ginkgo Bioworks
DNA
$724M
| $3.79M | ﹤0.01% |
386,347
+369,607
| +2,208% | +$3.63M |
|
3217
10x Genomics
TXG
$1.62B
| $3.78M | ﹤0.01% |
263,527
+18,773
| +8% | +$270K |
|
3218
Phathom Pharmaceuticals
PHAT
$861M
| $3.78M | ﹤0.01% |
465,616
+393,675
| +547% | +$3.2M |
|
3219
Adeia
ADEA
$1.88B
| $3.76M | ﹤0.01% |
269,308
+83,898
| +45% | +$1.17M |
|
3220
La-Z-Boy
LZB
$1.4B
| $3.75M | ﹤0.01% |
86,098
+59,413
| +223% | +$2.59M |
|
3221
Redwire
RDW
$1.34B
| $3.74M | ﹤0.01% |
227,432
+216,785
| +2,036% | +$3.57M |
|
|
SRV
3222
NXG Cushing Midstream Energy Fund
SRV
$201M
| $3.74M | ﹤0.01% |
84,009
+77,578
| +1,206% | +$3.45M |
|
3223
Ceco Environmental
CECO
$1.81B
| $3.74M | ﹤0.01% |
123,571
+93,103
| +306% | +$2.81M |
|
|
OBE
3224
Obsidian Energy
OBE
$448M
| $3.73M | ﹤0.01% |
644,350
+481,237
| +295% | +$2.79M |
|
3225
PagerDuty
PD
$1.49B
| $3.72M | ﹤0.01% |
203,546
+27,790
| +16% | +$507K |
|