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 | |
|---|---|---|---|---|---|---|
3251
Marathon Digital Holdings
MARA
$6.98B
| $918K | ﹤0.01% |
105,297
+82,004
| +352% | +$715K |
|
3252
MYR Group
MYRG
$2.83B
| $918K | ﹤0.01% |
7,285
+2,948
| +68% | +$371K |
|
3253
SPDR Portfolio Europe ETF
SPEU
$701M
| $917K | ﹤0.01% |
24,122
+4,530
| +23% | +$172K |
|
|
FUND
3254
Sprott Focus Trust
FUND
$242M
| $917K | ﹤0.01% |
113,308
+1,610
| +1% | +$13K |
|
3255
Gibraltar Industries
ROCK
$1.79B
| $917K | ﹤0.01% |
18,906
+7,284
| +63% | +$353K |
|
|
RTL
3256
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $916K | ﹤0.01% |
145,908
+38,002
| +35% | +$239K |
|
3257
AtriCure
ATRC
$1.75B
| $915K | ﹤0.01% |
22,080
+9,441
| +75% | +$391K |
|
3258
Grifois
GRFS
$6.61B
| $914K | ﹤0.01% |
123,949
+59,051
| +91% | +$435K |
|
3259
IHS Holding
IHS
$2.32B
| $911K | ﹤0.01% |
104,042
-6,958
| -6% | -$61K |
|
3260
Griffon
GFF
$3.57B
| $911K | ﹤0.01% |
28,466
+7,279
| +34% | +$233K |
|
3261
TriCo Bancshares
TCBK
$1.49B
| $911K | ﹤0.01% |
21,909
-2,014
| -8% | -$83.8K |
|
3262
Pebblebrook Hotel Trust
PEB
$1.43B
| $910K | ﹤0.01% |
64,847
+13,566
| +26% | +$190K |
|
3263
Photronics
PLAB
$1.45B
| $910K | ﹤0.01% |
54,908
+17,091
| +45% | +$283K |
|
3264
Vanda Pharmaceuticals
VNDA
$265M
| $909K | ﹤0.01% |
133,911
-4,987
| -4% | -$33.9K |
|
3265
First Trust Dow Jones Select MicroCap Index Fund
FDM
$204M
| $906K | ﹤0.01% |
16,887
-1,553
| -8% | -$83.3K |
|
3266
Acuity Brands
AYI
$10.4B
| $906K | ﹤0.01% |
4,958
+43
| +0.9% | +$7.86K |
|
3267
Methode Electronics
MEI
$291M
| $904K | ﹤0.01% |
20,611
+164
| +0.8% | +$7.2K |
|
3268
4D Molecular Therapeutics
FDMT
$332M
| $901K | ﹤0.01% |
52,399
+11,671
| +29% | +$201K |
|
|
AZUL
3269
DELISTED
Azul
AZUL
| $900K | ﹤0.01% |
125,893
+119,560
| +1,888% | +$855K |
|
|
AHH
3270
Armada Hoffler Properties
AHH
$605M
| $900K | ﹤0.01% |
76,190
+34,710
| +84% | +$410K |
|
3271
Dutch Bros
BROS
$7.37B
| $899K | ﹤0.01% |
28,432
-85,208
| -75% | -$2.7M |
|
3272
Acadia Realty Trust
AKR
$2.66B
| $897K | ﹤0.01% |
64,300
+21,864
| +52% | +$305K |
|
|
DM
3273
DELISTED
Desktop Metal, Inc.
DM
| $897K | ﹤0.01% |
38,997
+5,997
| +18% | +$138K |
|
3274
RAPT Therapeutics
RAPT
$306M
| $896K | ﹤0.01% |
6,101
-6,367
| -51% | -$935K |
|
|
NML
3275
Neuberger Berman Energy Infrastructure and Income Fund
NML
$486M
| $894K | ﹤0.01% |
136,047
+8,555
| +7% | +$56.2K |
|