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 |
SPDR S&P 500 ETF Trust
SPY
|
+$899M |
| 2 |
Microsoft
MSFT
|
+$615M |
| 3 |
Meta Platforms (Facebook)
META
|
+$480M |
| 4 |
Amazon
AMZN
|
+$362M |
| 5 |
Apple
AAPL
|
+$313M |
Top Sells
| 1 |
Sempra
SRE
|
+$515M |
| 2 |
Cheniere Energy
LNG
|
+$363M |
| 3 |
SPDR Gold Trust
GLD
|
+$303M |
| 4 |
Starbucks
SBUX
|
+$282M |
| 5 |
WPZ
Williams Partners L.P.
WPZ
|
+$274M |
Sector Composition
| 1 | Technology | 11.56% |
| 2 | Financials | 8.88% |
| 3 | Healthcare | 8.04% |
| 4 | Consumer Discretionary | 6.63% |
| 5 | Industrials | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3451
Pearson
PSO
$9B
| $651K | ﹤0.01% |
56,554
+2,274
| +4% | +$26.2K |
|
3452
Martin Midstream Partners
MMLP
$120M
| $650K | ﹤0.01% |
56,034
-65,859
| -54% | -$764K |
|
3453
Insight Enterprises
NSIT
$3.79B
| $650K | ﹤0.01% |
12,020
+4,275
| +55% | +$231K |
|
3454
AdvisorShares Insider Advantage ETF
SURE
$49.2M
| $649K | ﹤0.01% |
9,247
+3,885
| +72% | +$273K |
|
3455
Farmers National Banc Corp
FMNB
$557M
| $648K | ﹤0.01% |
42,384
+38,275
| +931% | +$585K |
|
3456
AZZ Inc
AZZ
$3.44B
| $648K | ﹤0.01% |
12,837
+2,767
| +27% | +$140K |
|
3457
Piper Sandler
PIPR
$6.46B
| $647K | ﹤0.01% |
8,472
+5,098
| +151% | +$389K |
|
|
NAK
3458
Northern Dynasty Minerals
NAK
$474M
| $646K | ﹤0.01% |
1,153,953
-22,838
| -2% | -$12.8K |
|
3459
Hanover Insurance
THG
$6.28B
| $646K | ﹤0.01% |
5,234
-15,900
| -75% | -$1.96M |
|
3460
Anixa Biosciences
ANIX
$110M
| $644K | ﹤0.01% |
138,793
+93,550
| +207% | +$434K |
|
3461
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.58B
| $644K | ﹤0.01% |
13,542
+5,108
| +61% | +$243K |
|
3462
S&T Bancorp
STBA
$1.51B
| $644K | ﹤0.01% |
14,853
+4,657
| +46% | +$202K |
|
|
BLMT
3463
DELISTED
BSB Bancorp, Inc.
BLMT
| $644K | ﹤0.01% |
19,761
+1,024
| +5% | +$33.4K |
|
3464
ProShares Short Russell2000
RWM
$140M
| $643K | ﹤0.01% |
17,039
+2,922
| +21% | +$110K |
|
3465
Camden National
CAC
$686M
| $642K | ﹤0.01% |
14,766
+2,160
| +17% | +$93.9K |
|
3466
Highwoods Properties
HIW
$3.42B
| $639K | ﹤0.01% |
13,530
-7,728
| -36% | -$365K |
|
3467
WNS Holdings
WNS
$3.27B
| $639K | ﹤0.01% |
12,595
-10,351
| -45% | -$525K |
|
3468
Andersons Inc
ANDE
$1.34B
| $638K | ﹤0.01% |
16,934
+8,484
| +100% | +$320K |
|
3469
Titan International
TWI
$521M
| $638K | ﹤0.01% |
85,935
+34,243
| +66% | +$254K |
|
3470
Brink's
BCO
$4.74B
| $637K | ﹤0.01% |
9,131
+3,505
| +62% | +$245K |
|
3471
Veritex Holdings
VBTX
$1.9B
| $637K | ﹤0.01% |
22,539
-4,602
| -17% | -$130K |
|
3472
Evolent Health
EVH
$978M
| $637K | ﹤0.01% |
22,439
+13,049
| +139% | +$370K |
|
3473
Marriott Vacations Worldwide
VAC
$2.62B
| $637K | ﹤0.01% |
5,701
-1,896
| -25% | -$212K |
|
|
PRSU
3474
Pursuit Attractions and Hospitality Inc
PRSU
$1.03B
| $635K | ﹤0.01% |
10,726
+1,741
| +19% | +$103K |
|
|
IBCE
3475
DELISTED
iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE
| $633K | ﹤0.01% |
26,876
+1,581
| +6% | +$37.2K |
|