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 |
Financial Select Sector SPDR Fund
XLF
|
+$471M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$420M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$394M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$388M |
| 5 |
UnitedHealth
UNH
|
+$349M |
Top Sells
| 1 |
UBS Group
UBS
|
+$3.82B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$661M |
| 3 |
Microsoft
MSFT
|
+$648M |
| 4 |
Johnson & Johnson
JNJ
|
+$315M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$253M |
Sector Composition
| 1 | Technology | 17.05% |
| 2 | Financials | 8.65% |
| 3 | Healthcare | 8.47% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Industrials | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3476
Saia
SAIA
$8.39B
| $792K | ﹤0.01% |
2,313
+1,083
| +88% | +$371K |
|
3477
Origin Bancorp
OBK
$1.15B
| $789K | ﹤0.01% |
26,940
-2,402
| -8% | -$70.4K |
|
3478
Cushman & Wakefield
CWK
$3.91B
| $788K | ﹤0.01% |
96,341
+50,837
| +112% | +$416K |
|
3479
argenx
ARGX
$44.8B
| $788K | ﹤0.01% |
2,021
+488
| +32% | +$190K |
|
3480
Cantaloupe
CTLP
$778M
| $785K | ﹤0.01% |
98,641
+77,908
| +376% | +$620K |
|
|
LAND
3481
Gladstone Land Corp
LAND
$339M
| $785K | ﹤0.01% |
48,250
+5,429
| +13% | +$88.3K |
|
3482
Karyopharm Therapeutics
KPTI
$49.7M
| $783K | ﹤0.01% |
29,174
+18,345
| +169% | +$493K |
|
3483
Harbor Scientific Alpha High-Yield ETF
SIHY
$155M
| $783K | ﹤0.01% |
18,002
+1,553
| +9% | +$67.5K |
|
3484
Woodside Energy
WDS
$29B
| $782K | ﹤0.01% |
33,733
-321,174
| -90% | -$7.45M |
|
3485
Biomea Fusion
BMEA
$124M
| $781K | ﹤0.01% |
35,587
+35,401
| +19,033% | +$777K |
|
3486
Capital Southwest
CSWC
$1.28B
| $781K | ﹤0.01% |
39,610
+3,466
| +10% | +$68.4K |
|
3487
EyePoint Pharmaceuticals
EYPT
$948M
| $780K | ﹤0.01% |
89,658
+88,958
| +12,708% | +$774K |
|
3488
Avantis International Small Cap Value ETF
AVDV
$12.2B
| $780K | ﹤0.01% |
13,549
+4,840
| +56% | +$279K |
|
3489
LivePerson
LPSN
$66.2M
| $777K | ﹤0.01% |
171,937
+10,511
| +7% | +$47.5K |
|
|
GRP.U
3490
Granite Real Estate Investment Trust
GRP.U
$3.34B
| $777K | ﹤0.01% |
13,172
-13,999
| -52% | -$826K |
|
|
EH
3491
EHang Holdings
EH
$1.23B
| $775K | ﹤0.01% |
51,056
-21,215
| -29% | -$322K |
|
3492
Mesa Laboratories
MLAB
$381M
| $772K | ﹤0.01% |
6,008
+1,169
| +24% | +$150K |
|
3493
Arcos Dorados Holdings
ARCO
$1.42B
| $772K | ﹤0.01% |
75,314
+20,365
| +37% | +$209K |
|
|
CET
3494
Central Securities Corp
CET
$1.48B
| $771K | ﹤0.01% |
21,106
+653
| +3% | +$23.8K |
|
3495
Camden National
CAC
$703M
| $769K | ﹤0.01% |
24,838
+894
| +4% | +$27.7K |
|
3496
Thermon Group Holdings
THR
$896M
| $769K | ﹤0.01% |
28,910
+20,761
| +255% | +$552K |
|
3497
Full Truck Alliance
YMM
$14.4B
| $769K | ﹤0.01% |
123,569
-419,566
| -77% | -$2.61M |
|
3498
Qiagen
QGEN
$9.92B
| $768K | ﹤0.01% |
16,076
-294,277
| -95% | -$14.1M |
|
3499
Kimball Electronics
KE
$802M
| $767K | ﹤0.01% |
27,761
+10,164
| +58% | +$281K |
|
|
ATSG
3500
DELISTED
Air Transport Services Group, Inc.
ATSG
| $765K | ﹤0.01% |
40,537
+25,564
| +171% | +$482K |
|