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 | |
|---|---|---|---|---|---|---|
|
RDUS
3726
DELISTED
Radius Recycling
RDUS
| $1.94M | ﹤0.01% |
127,728
+100,738
| +373% | +$1.53M |
|
3727
First Trust California Municipal High income ETF
FCAL
$196M
| $1.94M | ﹤0.01% |
39,367
+3,043
| +8% | +$150K |
|
|
NPKI
3728
NPK International
NPKI
$938M
| $1.94M | ﹤0.01% |
253,330
+76,383
| +43% | +$586K |
|
3729
Luminar Technologies
LAZR
$151M
| $1.94M | ﹤0.01% |
360,617
+326,853
| +968% | +$1.76M |
|
3730
ARK Web x.0 ETF
ARKW
$3.02B
| $1.94M | ﹤0.01% |
17,952
+11,198
| +166% | +$1.21M |
|
3731
National Presto Industries
NPK
$814M
| $1.94M | ﹤0.01% |
19,687
+15,532
| +374% | +$1.53M |
|
3732
ArriVent BioPharma
AVBP
$751M
| $1.94M | ﹤0.01% |
72,693
+54,057
| +290% | +$1.44M |
|
3733
BrightView Holdings
BV
$1.27B
| $1.94M | ﹤0.01% |
121,083
+83,667
| +224% | +$1.34M |
|
3734
LSI Industries
LYTS
$725M
| $1.93M | ﹤0.01% |
99,572
+63,504
| +176% | +$1.23M |
|
|
CHY
3735
Calamos Convertible and High Income Fund
CHY
$904M
| $1.93M | ﹤0.01% |
159,050
-5,231
| -3% | -$63.5K |
|
|
SNRE
3736
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
| $1.93M | ﹤0.01% |
+44,790
| New | +$1.93M |
|
3737
Esperion Therapeutics
ESPR
$508M
| $1.93M | ﹤0.01% |
876,942
+786,649
| +871% | +$1.73M |
|
3738
Immatics
IMTX
$836M
| $1.92M | ﹤0.01% |
270,449
+265,698
| +5,592% | +$1.89M |
|
3739
TMC The Metals Company
TMC
$2.32B
| $1.92M | ﹤0.01% |
1,714,268
+1,649,318
| +2,539% | +$1.85M |
|
3740
Aurinia Pharmaceuticals
AUPH
$1.72B
| $1.92M | ﹤0.01% |
213,273
+62,574
| +42% | +$562K |
|
3741
GrowGeneration
GRWG
$99.8M
| $1.91M | ﹤0.01% |
1,131,756
+1,070,438
| +1,746% | +$1.81M |
|
3742
Avantis International Small Cap Value ETF
AVDV
$12.2B
| $1.91M | ﹤0.01% |
29,359
+3,193
| +12% | +$208K |
|
|
NXDT
3743
NexPoint Diversified Real Estate Trust
NXDT
$196M
| $1.91M | ﹤0.01% |
313,047
+294,919
| +1,627% | +$1.8M |
|
3744
Photronics
PLAB
$1.47B
| $1.91M | ﹤0.01% |
81,035
+51,901
| +178% | +$1.22M |
|
3745
TELUS International
TIXT
$1.25B
| $1.91M | ﹤0.01% |
486,612
+460,529
| +1,766% | +$1.81M |
|
3746
Tronox
TROX
$761M
| $1.91M | ﹤0.01% |
189,399
+75,412
| +66% | +$759K |
|
3747
IMAX
IMAX
$1.75B
| $1.91M | ﹤0.01% |
74,487
+40,654
| +120% | +$1.04M |
|
3748
Byline Bancorp
BY
$1.3B
| $1.9M | ﹤0.01% |
65,514
+31,265
| +91% | +$907K |
|
3749
Haverty Furniture Companies
HVT
$372M
| $1.9M | ﹤0.01% |
85,153
+74,891
| +730% | +$1.67M |
|
|
HIO
3750
Western Asset High Income Opportunity Fund
HIO
$383M
| $1.9M | ﹤0.01% |
482,193
-47,142
| -9% | -$185K |
|