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 |
Microsoft
MSFT
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3726
Tenaris
TS
$18.2B
| $788K | ﹤0.01% |
20,074
+246
| +1% | +$9.66K |
|
3727
Global Industrial
GIC
$1.38B
| $787K | ﹤0.01% |
17,564
-4,866
| -22% | -$218K |
|
3728
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$59.7M
| $785K | ﹤0.01% |
37,605
+731
| +2% | +$15.3K |
|
3729
Great Southern Bancorp
GSBC
$712M
| $785K | ﹤0.01% |
14,324
+286
| +2% | +$15.7K |
|
3730
Olympic Steel
ZEUS
$362M
| $783K | ﹤0.01% |
11,047
-7,812
| -41% | -$554K |
|
3731
iShares MSCI Philippines ETF
EPHE
$107M
| $783K | ﹤0.01% |
28,332
-66
| -0.2% | -$1.82K |
|
3732
Hudson Technologies
HDSN
$431M
| $783K | ﹤0.01% |
71,073
-3,958
| -5% | -$43.6K |
|
3733
Astec Industries
ASTE
$1.09B
| $782K | ﹤0.01% |
17,901
+822
| +5% | +$35.9K |
|
3734
iShares MSCI Ireland ETF
EIRL
$59.8M
| $782K | ﹤0.01% |
11,273
+10,098
| +859% | +$700K |
|
3735
Maravai LifeSciences
MRVI
$391M
| $781K | ﹤0.01% |
90,068
-63,425
| -41% | -$550K |
|
3736
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.55B
| $781K | ﹤0.01% |
15,668
+5,767
| +58% | +$287K |
|
3737
Runway Growth Finance
RWAY
$383M
| $781K | ﹤0.01% |
64,405
+56,484
| +713% | +$685K |
|
3738
Independent Bank Corp
IBCP
$649M
| $780K | ﹤0.01% |
30,753
-3,961
| -11% | -$100K |
|
3739
Aehr Test Systems
AEHR
$898M
| $779K | ﹤0.01% |
62,848
-1,219
| -2% | -$15.1K |
|
3740
Invesco Next Gen Connectivity ETF
KNCT
$36.6M
| $779K | ﹤0.01% |
8,278
-606
| -7% | -$57K |
|
3741
abrdn Physical Palladium Shares ETF
PALL
$539M
| $778K | ﹤0.01% |
8,323
-801
| -9% | -$74.9K |
|
3742
Kura Sushi USA
KRUS
$888M
| $778K | ﹤0.01% |
6,754
-696
| -9% | -$80.2K |
|
|
FNA
3743
DELISTED
Paragon 28, Inc.
FNA
| $778K | ﹤0.01% |
62,975
-37,325
| -37% | -$461K |
|
|
SBI
3744
Western Asset Intermediate Muni Fund
SBI
$111M
| $777K | ﹤0.01% |
98,144
+2,763
| +3% | +$21.9K |
|
3745
Viasat
VSAT
$3.98B
| $775K | ﹤0.01% |
42,815
+23,453
| +121% | +$424K |
|
3746
SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.59B
| $774K | ﹤0.01% |
16,095
-8,323
| -34% | -$400K |
|
3747
World Acceptance Corp
WRLD
$937M
| $772K | ﹤0.01% |
5,328
+1,715
| +47% | +$249K |
|
3748
Ivanhoe Electric
IE
$1.26B
| $772K | ﹤0.01% |
78,784
+77,445
| +5,784% | +$759K |
|
3749
China Yuchai International
CYD
$1.5B
| $772K | ﹤0.01% |
90,508
-598
| -0.7% | -$5.1K |
|
3750
Grupo Cibest SA
CIB
$12.5B
| $769K | ﹤0.01% |
22,474
+1,032
| +5% | +$35.3K |
|