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 | |
|---|---|---|---|---|---|---|
3501
Telecom Argentina
TEO
$3.2B
| $2.6M | ﹤0.01% |
206,132
+182,666
| +778% | +$2.3M |
|
3502
Perion Network
PERI
$441M
| $2.59M | ﹤0.01% |
305,554
+297,666
| +3,774% | +$2.52M |
|
|
EIM
3503
Eaton Vance Municipal Bond Fund
EIM
$510M
| $2.59M | ﹤0.01% |
249,605
-10,518
| -4% | -$109K |
|
3504
WisdomTree Global High Dividend Fund
DEW
$123M
| $2.59M | ﹤0.01% |
49,411
-188
| -0.4% | -$9.84K |
|
3505
iShares MSCI Indonesia ETF
EIDO
$316M
| $2.58M | ﹤0.01% |
139,649
+89,125
| +176% | +$1.65M |
|
3506
ATAI Life Sciences
ATAI
$1.05B
| $2.58M | ﹤0.01% |
1,939,108
+1,912,722
| +7,249% | +$2.54M |
|
3507
Appian
APPN
$2.49B
| $2.58M | ﹤0.01% |
78,184
+42,556
| +119% | +$1.4M |
|
3508
BlackRock Enhanced Global Dividend Trust
BOE
$644M
| $2.58M | ﹤0.01% |
239,223
-100,275
| -30% | -$1.08M |
|
3509
Steelcase
SCS
$1.94B
| $2.57M | ﹤0.01% |
217,732
+46,389
| +27% | +$548K |
|
3510
iShares Global Industrials ETF
EXI
$1.04B
| $2.57M | ﹤0.01% |
18,169
-1,188
| -6% | -$168K |
|
3511
Univest Financial
UVSP
$889M
| $2.56M | ﹤0.01% |
86,860
+58,683
| +208% | +$1.73M |
|
|
MUI
3512
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
| $2.56M | ﹤0.01% |
211,064
+104,426
| +98% | +$1.27M |
|
3513
Astrana Health
ASTH
$1.25B
| $2.56M | ﹤0.01% |
81,091
+66,539
| +457% | +$2.1M |
|
3514
Seacoast Banking Corp of Florida
SBCF
$2.69B
| $2.55M | ﹤0.01% |
92,800
+18,755
| +25% | +$516K |
|
|
CFB
3515
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $2.55M | ﹤0.01% |
168,392
+131,418
| +355% | +$1.99M |
|
3516
Wabash National
WNC
$443M
| $2.54M | ﹤0.01% |
148,424
-177,099
| -54% | -$3.03M |
|
3517
Inotiv
NOTV
$48.1M
| $2.54M | ﹤0.01% |
613,892
+613,752
| +438,394% | +$2.54M |
|
3518
SPDR SSGA Ultra Short Term Bond ETF
ULST
$633M
| $2.54M | ﹤0.01% |
62,860
-7,872
| -11% | -$318K |
|
3519
uniQure
QURE
$759M
| $2.54M | ﹤0.01% |
143,826
+138,860
| +2,796% | +$2.45M |
|
3520
Bitwise Bitcoin ETF
BITB
$4.31B
| $2.54M | ﹤0.01% |
+49,900
| New | +$2.54M |
|
3521
iShares US Oil Equipment & Services ETF
IEZ
$111M
| $2.53M | ﹤0.01% |
127,925
+16,845
| +15% | +$334K |
|
3522
Victory Capital Holdings
VCTR
$4.41B
| $2.53M | ﹤0.01% |
38,628
-78,594
| -67% | -$5.14M |
|
|
LTC
3523
LTC Properties
LTC
$1.62B
| $2.53M | ﹤0.01% |
73,174
+53,429
| +271% | +$1.85M |
|
3524
Rogers Corp
ROG
$1.48B
| $2.53M | ﹤0.01% |
24,877
+16,869
| +211% | +$1.71M |
|
3525
Clearfield
CLFD
$470M
| $2.52M | ﹤0.01% |
81,420
+14,546
| +22% | +$451K |
|