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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
URG
3276
Ur-Energy
URG
$551M
| $1.44M | ﹤0.01% |
1,211,150
+186,856
| +18% | +$222K |
|
3277
Scholar Rock
SRRK
$3.12B
| $1.44M | ﹤0.01% |
179,902
-245,410
| -58% | -$1.97M |
|
|
SPYU
3278
MAX S&P 500 4x Leveraged ETN
SPYU
$424M
| $1.44M | ﹤0.01% |
30,731
+11,764
| +62% | +$552K |
|
3279
US Physical Therapy
USPH
$1.22B
| $1.44M | ﹤0.01% |
17,008
+10,243
| +151% | +$867K |
|
3280
American Superconductor
AMSC
$2.91B
| $1.44M | ﹤0.01% |
60,827
+4,837
| +9% | +$114K |
|
3281
Hillman Solutions
HLMN
$1.93B
| $1.43M | ﹤0.01% |
135,853
+34,039
| +33% | +$359K |
|
3282
Pitney Bowes
PBI
$2B
| $1.43M | ﹤0.01% |
201,203
+108,960
| +118% | +$777K |
|
3283
Yext
YEXT
$1.11B
| $1.43M | ﹤0.01% |
207,164
+39,867
| +24% | +$276K |
|
3284
Patrick Industries
PATK
$3.57B
| $1.43M | ﹤0.01% |
15,080
-5,556
| -27% | -$527K |
|
3285
Valaris
VAL
$3.76B
| $1.43M | ﹤0.01% |
25,624
+16,846
| +192% | +$939K |
|
3286
Dream Finders Homes
DFH
$2.64B
| $1.43M | ﹤0.01% |
39,416
+22,019
| +127% | +$797K |
|
3287
Quaker Houghton
KWR
$2.49B
| $1.43M | ﹤0.01% |
8,467
+752
| +10% | +$127K |
|
3288
Freshworks
FRSH
$3.84B
| $1.43M | ﹤0.01% |
124,161
+44,920
| +57% | +$516K |
|
3289
Hingham Institution for Saving
HIFS
$637M
| $1.43M | ﹤0.01% |
5,857
+797
| +16% | +$194K |
|
|
GLU
3290
Gabelli Utility & Income Trust
GLU
$107M
| $1.42M | ﹤0.01% |
86,388
+9,580
| +12% | +$158K |
|
3291
Invesco Global Listed Private Equity ETF
PSP
$338M
| $1.42M | ﹤0.01% |
20,848
+7,436
| +55% | +$507K |
|
3292
Buckle
BKE
$3.13B
| $1.42M | ﹤0.01% |
32,266
+7,802
| +32% | +$343K |
|
3293
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$874M
| $1.42M | ﹤0.01% |
126,598
-11,225
| -8% | -$126K |
|
3294
Fate Therapeutics
FATE
$115M
| $1.41M | ﹤0.01% |
404,279
+239,923
| +146% | +$840K |
|
3295
Donnelley Financial Solutions
DFIN
$1.47B
| $1.41M | ﹤0.01% |
21,438
-3,066
| -13% | -$202K |
|
3296
Four Corners Property Trust
FCPT
$2.66B
| $1.4M | ﹤0.01% |
47,931
+13,101
| +38% | +$384K |
|
3297
Riot Platforms
RIOT
$6.47B
| $1.4M | ﹤0.01% |
188,876
+31,417
| +20% | +$233K |
|
3298
Editas Medicine
EDIT
$270M
| $1.4M | ﹤0.01% |
410,609
+68,488
| +20% | +$234K |
|
3299
Collegium Pharmaceutical
COLL
$1.14B
| $1.4M | ﹤0.01% |
36,221
+12,948
| +56% | +$500K |
|
3300
VTEX
VTEX
$846M
| $1.4M | ﹤0.01% |
187,734
+175,527
| +1,438% | +$1.31M |
|