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
|
+$417M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$259M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$259M |
| 4 |
PPL Corp
PPL
|
+$248M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
+$215M |
Top Sells
| 1 |
Apple
AAPL
|
+$578M |
| 2 |
Microsoft
MSFT
|
+$452M |
| 3 |
Accenture
ACN
|
+$327M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$288M |
| 5 |
Chevron
CVX
|
+$266M |
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Healthcare | 8.77% |
| 3 | Financials | 8.68% |
| 4 | Consumer Discretionary | 6.48% |
| 5 | Industrials | 5.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3726
Frontier Communications
FYBR
$9.33B
| $275K | ﹤0.01% |
11,693
-401
| -3% | -$9.43K |
|
3727
Sigma Lithium
SGML
$679M
| $275K | ﹤0.01% |
17,851
-21,983
| -55% | -$339K |
|
3728
iShares Emerging Markets Infrastructure ETF
EMIF
$7.83M
| $274K | ﹤0.01% |
12,572
-56,413
| -82% | -$1.23M |
|
3729
Hackett Group
HCKT
$539M
| $274K | ﹤0.01% |
14,487
-3,691
| -20% | -$69.8K |
|
3730
Mitsubishi UFJ Financial
MUFG
$182B
| $274K | ﹤0.01% |
51,243
+7,062
| +16% | +$37.8K |
|
|
BBU
3731
Brookfield Business Partners
BBU
$2.54B
| $273K | ﹤0.01% |
12,901
+6,768
| +110% | +$143K |
|
3732
NovaGold Resources
NG
$3.15B
| $273K | ﹤0.01% |
56,636
-64,261
| -53% | -$310K |
|
3733
Shinhan Financial Group
SHG
$24.1B
| $272K | ﹤0.01% |
9,532
+811
| +9% | +$23.1K |
|
|
CSW
3734
CSW Industrials
CSW
$4.25B
| $271K | ﹤0.01% |
2,630
-2,155
| -45% | -$222K |
|
3735
Hope Bancorp
HOPE
$1.38B
| $271K | ﹤0.01% |
19,587
-52,630
| -73% | -$728K |
|
|
HIE
3736
DELISTED
Miller/Howard High Income Equity Fund
HIE
| $271K | ﹤0.01% |
29,070
-3,187
| -10% | -$29.7K |
|
3737
iShares MSCI Norway ETF
ENOR
$42M
| $270K | ﹤0.01% |
10,931
+100
| +0.9% | +$2.47K |
|
3738
ProShares UltraPro Short QQQ
SQQQ
$2.08B
| $270K | ﹤0.01% |
918
-792
| -46% | -$233K |
|
3739
Invesco Trust for Investment Grade New York Municipals
VTN
$159M
| $270K | ﹤0.01% |
25,081
+14,706
| +142% | +$158K |
|
|
FINM
3740
DELISTED
Marlin Technology Corporation Class A Ordinary Share
FINM
| $270K | ﹤0.01% |
27,400
+761
| +3% | +$7.5K |
|
3741
Autoliv
ALV
$9.74B
| $269K | ﹤0.01% |
3,753
-1,453
| -28% | -$104K |
|
3742
B. Riley Financial
RILY
$209M
| $269K | ﹤0.01% |
6,359
+3,956
| +165% | +$167K |
|
|
SLCA
3743
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $269K | ﹤0.01% |
23,551
-34,120
| -59% | -$390K |
|
3744
Gevo
GEVO
$498M
| $267K | ﹤0.01% |
113,877
-700,808
| -86% | -$1.64M |
|
3745
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$82.9M
| $267K | ﹤0.01% |
1,914
-5,048
| -73% | -$704K |
|
3746
SFL Corp
SFL
$1.05B
| $267K | ﹤0.01% |
28,150
-28,566
| -50% | -$271K |
|
|
STR
3747
DELISTED
Sitio Royalties
STR
| $266K | ﹤0.01% |
11,462
+10,989
| +2,323% | +$255K |
|
|
VLRS
3748
Controladora Vuela Compañía de Aviación
VLRS
$788M
| $266K | ﹤0.01% |
25,909
+311
| +1% | +$3.19K |
|
3749
Immunocore
IMCR
$1.73B
| $265K | ﹤0.01% |
7,096
-1,312
| -16% | -$49K |
|
3750
Knowles
KN
$1.99B
| $265K | ﹤0.01% |
15,264
-27,777
| -65% | -$482K |
|