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 | |
|---|---|---|---|---|---|---|
3426
Addus HomeCare
ADUS
$2.02B
| $728K | ﹤0.01% |
6,820
+660
| +11% | +$70.5K |
|
3427
Harbor Scientific Alpha High-Yield ETF
SIHY
$155M
| $727K | ﹤0.01% |
16,449
+16,441
| +205,513% | +$727K |
|
3428
Direxion Daily Small Cap Bear 3x Shares
TZA
$272M
| $726K | ﹤0.01% |
23,321
+3,815
| +20% | +$119K |
|
|
EXK
3429
Endeavour Silver
EXK
$1.79B
| $723K | ﹤0.01% |
186,415
-23,142
| -11% | -$89.8K |
|
|
FT
3430
Franklin Universal Trust
FT
$197M
| $723K | ﹤0.01% |
101,390
+12,855
| +15% | +$91.7K |
|
3431
Cross Country Healthcare
CCRN
$448M
| $722K | ﹤0.01% |
32,361
-25,497
| -44% | -$569K |
|
3432
Assertio
ASRT
$93.8M
| $722K | ﹤0.01% |
113,331
+96,447
| +571% | +$614K |
|
3433
VanEck Oil Refiners ETF
CRAK
$27.7M
| $721K | ﹤0.01% |
22,678
+20,585
| +984% | +$654K |
|
|
DO
3434
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $720K | ﹤0.01% |
59,837
+17,041
| +40% | +$205K |
|
3435
Community Health Systems
CYH
$432M
| $719K | ﹤0.01% |
146,722
+2,376
| +2% | +$11.6K |
|
|
EOT
3436
Eaton Vance National Municipal Opportunities Trust
EOT
$261M
| $719K | ﹤0.01% |
40,664
-11,633
| -22% | -$206K |
|
3437
Century Aluminum
CENX
$2.51B
| $718K | ﹤0.01% |
71,820
+52,878
| +279% | +$529K |
|
|
NIQ
3438
DELISTED
NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND
NIQ
| $718K | ﹤0.01% |
56,191
-3,047
| -5% | -$38.9K |
|
3439
iRhythm Technologies
IRTC
$5.67B
| $717K | ﹤0.01% |
5,779
+4,386
| +315% | +$544K |
|
3440
Central Garden & Pet Class A
CENTA
$2.05B
| $715K | ﹤0.01% |
22,885
+2,711
| +13% | +$84.7K |
|
3441
Riskified
RSKD
$742M
| $713K | ﹤0.01% |
126,487
+101,864
| +414% | +$575K |
|
|
LAND
3442
Gladstone Land Corp
LAND
$339M
| $713K | ﹤0.01% |
42,821
+3,374
| +9% | +$56.2K |
|
3443
LivePerson
LPSN
$66.2M
| $712K | ﹤0.01% |
161,426
+134,632
| +502% | +$594K |
|
|
CET
3444
Central Securities Corp
CET
$1.48B
| $711K | ﹤0.01% |
20,453
-2,758
| -12% | -$95.9K |
|
3445
Cytek Biosciences
CTKB
$520M
| $711K | ﹤0.01% |
77,314
+32,198
| +71% | +$296K |
|
3446
ProShares UltraPro QQQ
TQQQ
$28.3B
| $709K | ﹤0.01% |
25,101
+1,463
| +6% | +$41.3K |
|
3447
Symbotic
SYM
$5.71B
| $709K | ﹤0.01% |
31,039
-5,193
| -14% | -$119K |
|
3448
Sabre
SABR
$754M
| $709K | ﹤0.01% |
165,191
-5,645
| -3% | -$24.2K |
|
|
WPRT
3449
Westport Fuel Systems
WPRT
$39M
| $707K | ﹤0.01% |
74,236
+23,827
| +47% | +$227K |
|
3450
Invesco Next Gen Connectivity ETF
KNCT
$36.7M
| $706K | ﹤0.01% |
9,179
-518
| -5% | -$39.9K |
|