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 | |
|---|---|---|---|---|---|---|
3476
Weis Markets
WMK
$1.72B
| $2.66M | ﹤0.01% |
39,222
+31,625
| +416% | +$2.14M |
|
|
UPB
3477
Upstream Bio Inc
UPB
$898M
| $2.66M | ﹤0.01% |
+161,512
| New | +$2.66M |
|
3478
First Trust Europe AlphaDEX Fund
FEP
$343M
| $2.65M | ﹤0.01% |
74,071
-1,241
| -2% | -$44.4K |
|
3479
Alignment Healthcare
ALHC
$3.38B
| $2.65M | ﹤0.01% |
235,448
+160,268
| +213% | +$1.8M |
|
|
EDR
3480
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $2.65M | ﹤0.01% |
84,639
-17,936
| -17% | -$561K |
|
|
LADR
3481
Ladder Capital
LADR
$1.44B
| $2.65M | ﹤0.01% |
236,493
+55,353
| +31% | +$619K |
|
3482
Middlesex Water
MSEX
$964M
| $2.64M | ﹤0.01% |
50,165
-1,238
| -2% | -$65.2K |
|
3483
LXP Industrial Trust
LXP
$2.74B
| $2.64M | ﹤0.01% |
324,784
-203,119
| -38% | -$1.65M |
|
3484
ZipRecruiter
ZIP
$433M
| $2.63M | ﹤0.01% |
363,262
+321,556
| +771% | +$2.33M |
|
|
SAFE
3485
Safehold
SAFE
$1.15B
| $2.63M | ﹤0.01% |
142,200
+32,128
| +29% | +$594K |
|
3486
iShares US Telecommunications ETF
IYZ
$607M
| $2.63M | ﹤0.01% |
97,843
+3,619
| +4% | +$97.1K |
|
|
BBBY
3487
Bed Bath & Beyond
BBBY
$538M
| $2.62M | ﹤0.01% |
531,560
+415,181
| +357% | +$2.05M |
|
3488
Mach Natural Resources
MNR
$1.53B
| $2.62M | ﹤0.01% |
152,521
-141,253
| -48% | -$2.43M |
|
3489
SkyWater Technology
SKYT
$746M
| $2.62M | ﹤0.01% |
189,757
+166,749
| +725% | +$2.3M |
|
3490
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$920M
| $2.61M | ﹤0.01% |
117,579
-1,541
| -1% | -$34.3K |
|
3491
PROS Holdings
PRO
$1.11B
| $2.61M | ﹤0.01% |
118,973
+52,938
| +80% | +$1.16M |
|
3492
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.11B
| $2.61M | ﹤0.01% |
133,621
+3,253
| +2% | +$63.5K |
|
3493
Sonic Automotive
SAH
$2.68B
| $2.61M | ﹤0.01% |
41,193
+25,305
| +159% | +$1.6M |
|
3494
U-Haul Holding Co
UHAL
$10.5B
| $2.61M | ﹤0.01% |
37,769
+33,811
| +854% | +$2.34M |
|
3495
iShares Core Moderate Allocation ETF
AOM
$1.6B
| $2.61M | ﹤0.01% |
60,006
+661
| +1% | +$28.7K |
|
3496
Rayonier Advanced Materials
RYAM
$469M
| $2.61M | ﹤0.01% |
315,876
+256,151
| +429% | +$2.11M |
|
3497
Mesa Laboratories
MLAB
$407M
| $2.6M | ﹤0.01% |
19,752
+13,960
| +241% | +$1.84M |
|
3498
Central Pacific Financial
CPF
$830M
| $2.6M | ﹤0.01% |
89,632
+55,250
| +161% | +$1.61M |
|
|
FBMS
3499
DELISTED
The First Bancshares, Inc.
FBMS
| $2.6M | ﹤0.01% |
74,384
+42,855
| +136% | +$1.5M |
|
3500
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$434M
| $2.6M | ﹤0.01% |
49,682
-23,845
| -32% | -$1.25M |
|