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 | |
|---|---|---|---|---|---|---|
3726
Direxion Daily Technology Bull 3x Shares
TECL
$3.97B
| $487K | ﹤0.01% |
+13,085
| New | +$487K |
|
3727
SPDR Bloomberg International Corporate Bond ETF
IBND
$458M
| $486K | ﹤0.01% |
17,024
+4,619
| +37% | +$132K |
|
3728
Monarch Casino & Resort
MCRI
$1.87B
| $486K | ﹤0.01% |
6,550
+1,996
| +44% | +$148K |
|
3729
Centrus Energy
LEU
$4.78B
| $484K | ﹤0.01% |
15,043
+2,574
| +21% | +$82.9K |
|
3730
TruBridge
TBRG
$321M
| $483K | ﹤0.01% |
15,997
+3,238
| +25% | +$97.8K |
|
3731
Gaotu Techedu
GOTU
$865M
| $483K | ﹤0.01% |
114,465
+112,048
| +4,636% | +$473K |
|
3732
Nomura Holdings
NMR
$22.2B
| $482K | ﹤0.01% |
126,809
-157,354
| -55% | -$598K |
|
|
JPT
3733
DELISTED
Nuveen Preferred and Income Fund
JPT
| $482K | ﹤0.01% |
29,184
-3,678
| -11% | -$60.7K |
|
3734
Appian
APPN
$2.45B
| $480K | ﹤0.01% |
10,825
-1,384
| -11% | -$61.4K |
|
3735
P10
PX
$1.33B
| $480K | ﹤0.01% |
47,505
+37,134
| +358% | +$375K |
|
3736
Cushman & Wakefield
CWK
$3.91B
| $480K | ﹤0.01% |
45,504
+9,362
| +26% | +$98.7K |
|
3737
UFP Technologies
UFPT
$1.55B
| $478K | ﹤0.01% |
3,683
+1,232
| +50% | +$160K |
|
|
HSKA
3738
DELISTED
Heska Corp
HSKA
| $478K | ﹤0.01% |
4,896
+1,751
| +56% | +$171K |
|
|
VECT
3739
DELISTED
VectivBio Holding AG Ordinary Shares
VECT
| $478K | ﹤0.01% |
56,120
-197,757
| -78% | -$1.68M |
|
3740
Winmark
WINA
$1.83B
| $477K | ﹤0.01% |
1,489
-458
| -24% | -$147K |
|
3741
Global Water Resources
GWRS
$276M
| $476K | ﹤0.01% |
38,307
+953
| +3% | +$11.8K |
|
|
NETI
3742
DELISTED
Eneti Inc.
NETI
| $476K | ﹤0.01% |
50,900
+13,178
| +35% | +$123K |
|
3743
WideOpenWest
WOW
$448M
| $474K | ﹤0.01% |
44,617
+18,515
| +71% | +$197K |
|
3744
Republic Bancorp
RBCAA
$1.51B
| $474K | ﹤0.01% |
11,172
+2,354
| +27% | +$99.9K |
|
3745
Gilat Satellite Networks
GILT
$652M
| $472K | ﹤0.01% |
92,223
+61,008
| +195% | +$312K |
|
|
SWI
3746
DELISTED
SolarWinds Corporation Common Stock
SWI
| $472K | ﹤0.01% |
54,886
+9,133
| +20% | +$78.5K |
|
3747
Sangamo Therapeutics
SGMO
$166M
| $471K | ﹤0.01% |
267,613
-324,441
| -55% | -$571K |
|
3748
NWPX Infrastructure, Inc. Common Stock
NWPX
$517M
| $469K | ﹤0.01% |
15,021
+4,831
| +47% | +$151K |
|
|
HGAS
3749
DELISTED
Global Gas Corporation Class A Common Stock
HGAS
| $469K | ﹤0.01% |
47,407
-10
| -0% | -$99 |
|
3750
NewtekOne
NEWT
$330M
| $468K | ﹤0.01% |
36,574
-13,440
| -27% | -$172K |
|