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
|
+$694M |
| 2 |
Broadcom
AVGO
|
+$567M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$525M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$504M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$351M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$542M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$393M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$370M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$290M |
| 5 |
Fidelity National Information Services
FIS
|
+$264M |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 9.54% |
| 3 | Healthcare | 8.06% |
| 4 | Consumer Discretionary | 6.75% |
| 5 | Industrials | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3276
National Healthcare
NHC
$1.82B
| $1.24M | ﹤0.01% |
13,442
+1,587
| +13% | +$147K |
|
3277
Cars.com
CARS
$822M
| $1.24M | ﹤0.01% |
65,487
+37,944
| +138% | +$720K |
|
3278
Varex Imaging
VREX
$510M
| $1.24M | ﹤0.01% |
60,587
+25,699
| +74% | +$527K |
|
3279
Archer Aviation
ACHR
$6.36B
| $1.24M | ﹤0.01% |
201,294
+89,884
| +81% | +$552K |
|
|
LTC
3280
LTC Properties
LTC
$1.65B
| $1.23M | ﹤0.01% |
38,441
+32,817
| +584% | +$1.05M |
|
3281
Atlas Energy Solutions
AESI
$1.34B
| $1.23M | ﹤0.01% |
71,468
+71,320
| +48,189% | +$1.23M |
|
3282
Algonquin Power & Utilities
AQN
$4.21B
| $1.23M | ﹤0.01% |
194,263
-5,426
| -3% | -$34.3K |
|
3283
StepStone Group
STEP
$5.09B
| $1.23M | ﹤0.01% |
38,568
-14,004
| -27% | -$446K |
|
3284
Byline Bancorp
BY
$1.31B
| $1.22M | ﹤0.01% |
51,993
-6,565
| -11% | -$155K |
|
3285
ChargePoint
CHPT
$253M
| $1.22M | ﹤0.01% |
26,156
-16,659
| -39% | -$780K |
|
3286
Hingham Institution for Saving
HIFS
$620M
| $1.22M | ﹤0.01% |
6,278
+2,670
| +74% | +$519K |
|
3287
Marten Transport
MRTN
$902M
| $1.22M | ﹤0.01% |
58,165
+43,554
| +298% | +$914K |
|
3288
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$75M
| $1.22M | ﹤0.01% |
52,820
-918
| -2% | -$21.2K |
|
3289
First Trust Dow Jones Select MicroCap Index Fund
FDM
$204M
| $1.22M | ﹤0.01% |
19,846
-2,709
| -12% | -$166K |
|
3290
Corsair Gaming
CRSR
$909M
| $1.22M | ﹤0.01% |
86,221
-25,452
| -23% | -$359K |
|
|
VRE
3291
Veris Residential
VRE
$1.46B
| $1.22M | ﹤0.01% |
77,249
+58,576
| +314% | +$921K |
|
|
SLN
3292
Silence Therapeutics
SLN
$231M
| $1.21M | ﹤0.01% |
69,946
+833
| +1% | +$14.5K |
|
3293
Preferred Bank
PFBC
$1.16B
| $1.21M | ﹤0.01% |
16,558
+12,037
| +266% | +$879K |
|
3294
SI-BONE Inc
SIBN
$630M
| $1.2M | ﹤0.01% |
57,354
+25,522
| +80% | +$536K |
|
3295
Rocket Lab Corp
RKLB
$23.1B
| $1.2M | ﹤0.01% |
217,344
+164,850
| +314% | +$912K |
|
3296
Thor Industries
THO
$5.43B
| $1.2M | ﹤0.01% |
10,154
+729
| +8% | +$86.2K |
|
3297
SP Funds S&P World ex-US ETF
SPWO
$79.4M
| $1.2M | ﹤0.01% |
+59,011
| New | +$1.2M |
|
3298
MRC Global
MRC
$1.21B
| $1.2M | ﹤0.01% |
108,812
+53,084
| +95% | +$584K |
|
3299
National Vision
EYE
$2.13B
| $1.19M | ﹤0.01% |
56,930
+46,511
| +446% | +$973K |
|
3300
LeMaitre Vascular
LMAT
$2.09B
| $1.19M | ﹤0.01% |
20,991
+8,351
| +66% | +$474K |
|