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 | |
|---|---|---|---|---|---|---|
3426
Safety Insurance
SAFT
$1.07B
| $2.85M | ﹤0.01% |
34,579
+19,435
| +128% | +$1.6M |
|
3427
Monro
MNRO
$537M
| $2.85M | ﹤0.01% |
114,832
+96,550
| +528% | +$2.39M |
|
3428
WisdomTree International LargeCap Dividend Fund
DOL
$669M
| $2.84M | ﹤0.01% |
57,481
+1,857
| +3% | +$91.8K |
|
|
ML
3429
DELISTED
MoneyLion Inc.
ML
| $2.84M | ﹤0.01% |
33,030
+24,986
| +311% | +$2.15M |
|
3430
SLR Investment Corp
SLRC
$864M
| $2.84M | ﹤0.01% |
175,711
+34,313
| +24% | +$554K |
|
3431
AdvisorShares Ranger Equity Bear ETF
HDGE
$50.7M
| $2.84M | ﹤0.01% |
173,748
-262,105
| -60% | -$4.28M |
|
|
EU
3432
enCore Energy
EU
$543M
| $2.84M | ﹤0.01% |
832,402
+334,564
| +67% | +$1.14M |
|
3433
Lloyds Banking Group
LYG
$66.2B
| $2.84M | ﹤0.01% |
1,042,838
-15,109
| -1% | -$41.1K |
|
3434
Nordic American Tanker
NAT
$684M
| $2.83M | ﹤0.01% |
1,133,967
+647,088
| +133% | +$1.62M |
|
3435
LSB Industries
LXU
$585M
| $2.83M | ﹤0.01% |
373,272
+36,555
| +11% | +$277K |
|
3436
Nuveen Preferred Securities & Income Opportunities Fund
JPI
$292M
| $2.82M | ﹤0.01% |
143,940
+6,531
| +5% | +$128K |
|
3437
Ituran Location and Control
ITRN
$708M
| $2.81M | ﹤0.01% |
90,277
+1,675
| +2% | +$52.2K |
|
3438
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$602M
| $2.81M | ﹤0.01% |
221,941
+10,896
| +5% | +$138K |
|
3439
Phreesia
PHR
$1.48B
| $2.8M | ﹤0.01% |
111,242
+71,592
| +181% | +$1.8M |
|
3440
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$4.95B
| $2.8M | ﹤0.01% |
70,018
+63,670
| +1,003% | +$2.54M |
|
3441
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$375M
| $2.8M | ﹤0.01% |
+87,591
| New | +$2.8M |
|
3442
Seaboard Corp
SEB
$3.53B
| $2.79M | ﹤0.01% |
1,148
+932
| +431% | +$2.26M |
|
3443
Korro Bio
KRRO
$321M
| $2.78M | ﹤0.01% |
73,039
+63,309
| +651% | +$2.41M |
|
|
TGB
3444
Taseko Mines
TGB
$1.2B
| $2.78M | ﹤0.01% |
1,432,865
+1,345,856
| +1,547% | +$2.61M |
|
3445
Stem
STEM
$168M
| $2.77M | ﹤0.01% |
229,936
+209,786
| +1,041% | +$2.53M |
|
3446
Global X MSCI Argentina ETF
ARGT
$739M
| $2.77M | ﹤0.01% |
33,521
+33,520
| +3,352,000% | +$2.77M |
|
3447
Keros Therapeutics
KROS
$646M
| $2.77M | ﹤0.01% |
174,941
+119,034
| +213% | +$1.88M |
|
3448
ReposiTrak
TRAK
$319M
| $2.77M | ﹤0.01% |
125,103
+19,471
| +18% | +$431K |
|
3449
Cohen & Steers Closed End Opportunity Fund
FOF
$359M
| $2.77M | ﹤0.01% |
217,826
-13,211
| -6% | -$168K |
|
3450
Towne Bank
TOWN
$2.82B
| $2.75M | ﹤0.01% |
80,832
+23,932
| +42% | +$815K |
|