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 | |
|---|---|---|---|---|---|---|
3276
Anywhere Real Estate
HOUS
$1.15B
| $3.44M | ﹤0.01% |
1,043,848
+687,754
| +193% | +$2.27M |
|
3277
Upbound Group
UPBD
$1.54B
| $3.43M | ﹤0.01% |
117,742
+69,611
| +145% | +$2.03M |
|
3278
WisdomTree Japan SmallCap Dividend Fund
DFJ
$321M
| $3.43M | ﹤0.01% |
45,705
-4,165
| -8% | -$313K |
|
3279
Aehr Test Systems
AEHR
$975M
| $3.42M | ﹤0.01% |
205,536
+172,715
| +526% | +$2.87M |
|
3280
Cushman & Wakefield
CWK
$3.85B
| $3.42M | ﹤0.01% |
261,136
+127,676
| +96% | +$1.67M |
|
3281
Invesco S&P 500 High Beta ETF
SPHB
$466M
| $3.41M | ﹤0.01% |
38,501
+675
| +2% | +$59.8K |
|
3282
MarineMax
HZO
$542M
| $3.41M | ﹤0.01% |
117,803
+104,039
| +756% | +$3.01M |
|
3283
iShares USD Green Bond ETF
BGRN
$421M
| $3.41M | ﹤0.01% |
73,074
+424
| +0.6% | +$19.8K |
|
|
BRSL
3284
Brightstar Lottery PLC
BRSL
$3.14B
| $3.4M | ﹤0.01% |
192,707
+138,956
| +259% | +$2.45M |
|
3285
IPG Photonics
IPGP
$3.44B
| $3.4M | ﹤0.01% |
46,756
-32,647
| -41% | -$2.37M |
|
3286
Tarsus Pharmaceuticals
TARS
$2.35B
| $3.39M | ﹤0.01% |
61,307
-8,009
| -12% | -$443K |
|
3287
FlexShares International Quality Dividend Dynamic Index Fund
IQDY
$81.7M
| $3.39M | ﹤0.01% |
122,775
-1,331
| -1% | -$36.8K |
|
3288
CareDx
CDNA
$777M
| $3.39M | ﹤0.01% |
158,314
+30,535
| +24% | +$654K |
|
3289
Invesco Pharmaceuticals ETF
PJP
$266M
| $3.38M | ﹤0.01% |
40,922
+5,587
| +16% | +$462K |
|
|
SII
3290
Sprott
SII
$1.88B
| $3.38M | ﹤0.01% |
80,151
+31,066
| +63% | +$1.31M |
|
3291
Liquidia Corp
LQDA
$2.05B
| $3.38M | ﹤0.01% |
287,327
+224,670
| +359% | +$2.64M |
|
|
SERV
3292
Serve Robotics
SERV
$847M
| $3.37M | ﹤0.01% |
+249,992
| New | +$3.37M |
|
3293
Arqit Quantum
ARQQ
$629M
| $3.37M | ﹤0.01% |
86,732
+84,627
| +4,020% | +$3.29M |
|
3294
Ducommun
DCO
$1.4B
| $3.37M | ﹤0.01% |
52,912
+29,218
| +123% | +$1.86M |
|
3295
Integra LifeSciences
IART
$1.1B
| $3.37M | ﹤0.01% |
148,468
+69,064
| +87% | +$1.57M |
|
3296
iShares Morningstar Small-Cap Growth ETF
ISCG
$760M
| $3.36M | ﹤0.01% |
67,943
+364
| +0.5% | +$18K |
|
3297
Zeekr
ZK
$7.58B
| $3.35M | ﹤0.01% |
118,041
+117,112
| +12,606% | +$3.32M |
|
3298
First Trust Long/Short Equity ETF
FTLS
$2.01B
| $3.34M | ﹤0.01% |
50,730
+15,255
| +43% | +$1M |
|
3299
US Treasury 12 Month Bill ETF
OBIL
$285M
| $3.34M | ﹤0.01% |
66,637
+32,266
| +94% | +$1.62M |
|
3300
Mitek Systems
MITK
$465M
| $3.34M | ﹤0.01% |
299,673
+150,464
| +101% | +$1.67M |
|