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 | |
|---|---|---|---|---|---|---|
|
LGTY
3476
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $684K | ﹤0.01% |
54,225
+43,894
| +425% | +$554K |
|
3477
SFL Corp
SFL
$1.07B
| $683K | ﹤0.01% |
71,942
+3,672
| +5% | +$34.9K |
|
3478
ProShares Ultra Dow30
DDM
$448M
| $683K | ﹤0.01% |
10,710
+8,550
| +396% | +$545K |
|
3479
Payoneer
PAYO
$2.39B
| $682K | ﹤0.01% |
108,661
+45,701
| +73% | +$287K |
|
|
RCS
3480
PIMCO Strategic Income Fund
RCS
$350M
| $682K | ﹤0.01% |
128,263
+16,288
| +15% | +$86.7K |
|
3481
Paysafe
PSFE
$829M
| $682K | ﹤0.01% |
39,511
+12,362
| +46% | +$213K |
|
3482
Nuveen Virginia Quality Municipal Income Fund
NPV
$214M
| $680K | ﹤0.01% |
59,675
-6,692
| -10% | -$76.3K |
|
3483
The 3D Printing ETF
PRNT
$78.5M
| $680K | ﹤0.01% |
29,700
-1,439
| -5% | -$33K |
|
3484
YPF
YPF
$9.6B
| $680K | ﹤0.01% |
61,888
+43,000
| +228% | +$472K |
|
3485
Pricesmart
PSMT
$3.61B
| $678K | ﹤0.01% |
9,486
-5,661
| -37% | -$405K |
|
3486
Designer Brands
DBI
$215M
| $677K | ﹤0.01% |
77,483
-76,424
| -50% | -$668K |
|
|
ROCC
3487
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $676K | ﹤0.01% |
16,555
-4,811
| -23% | -$196K |
|
3488
Openlane
KAR
$3.1B
| $676K | ﹤0.01% |
49,416
-4,697
| -9% | -$64.3K |
|
|
NVEI
3489
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $676K | ﹤0.01% |
15,531
-16,707
| -52% | -$727K |
|
3490
Sonic Automotive
SAH
$2.73B
| $675K | ﹤0.01% |
12,422
-16,109
| -56% | -$875K |
|
3491
Armstrong World Industries
AWI
$8.54B
| $674K | ﹤0.01% |
9,466
-1,912
| -17% | -$136K |
|
|
CSF
3492
DELISTED
VictoryShares US Discovery Enhanced Volatility Wtd ETF
CSF
| $674K | ﹤0.01% |
+12,986
| New | +$674K |
|
3493
A10 Networks
ATEN
$1.3B
| $671K | ﹤0.01% |
43,310
+10,470
| +32% | +$162K |
|
3494
Alarm.com
ALRM
$2.78B
| $670K | ﹤0.01% |
13,331
+10,704
| +407% | +$538K |
|
3495
Live Oak Bancshares
LOB
$1.7B
| $669K | ﹤0.01% |
27,466
+15,448
| +129% | +$376K |
|
3496
Hope Bancorp
HOPE
$1.44B
| $669K | ﹤0.01% |
68,160
+11,968
| +21% | +$118K |
|
3497
CAE Inc
CAE
$8.65B
| $669K | ﹤0.01% |
29,566
-1,455
| -5% | -$32.9K |
|
3498
Buckle
BKE
$3.13B
| $668K | ﹤0.01% |
18,725
-48,835
| -72% | -$1.74M |
|
3499
Flywire
FLYW
$1.66B
| $666K | ﹤0.01% |
22,700
+7,679
| +51% | +$225K |
|
3500
Nuveen Real Estate Income Fund
JRS
$235M
| $666K | ﹤0.01% |
89,175
-2,734
| -3% | -$20.4K |
|