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 | |
|---|---|---|---|---|---|---|
3751
Helios Technologies
HLIO
$1.84B
| $468K | ﹤0.01% |
7,155
-2,232
| -24% | -$146K |
|
3752
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$53.3M
| $467K | ﹤0.01% |
14,070
-4,392
| -24% | -$146K |
|
|
BRW
3753
Saba Capital Income & Opportunities Fund
BRW
$342M
| $466K | ﹤0.01% |
57,178
+9,121
| +19% | +$74.3K |
|
|
SA
3754
Seabridge Gold
SA
$1.95B
| $466K | ﹤0.01% |
35,980
+13,383
| +59% | +$173K |
|
|
WIA
3755
Western Asset Inflation-Linked Income Fund
WIA
$197M
| $465K | ﹤0.01% |
53,756
+6,432
| +14% | +$55.6K |
|
3756
ANI Pharmaceuticals
ANIP
$2.11B
| $465K | ﹤0.01% |
11,697
+4,880
| +72% | +$194K |
|
3757
Great Southern Bancorp
GSBC
$731M
| $464K | ﹤0.01% |
9,162
+12
| +0.1% | +$608 |
|
|
STER
3758
DELISTED
Sterling Check Corp. Common Stock
STER
| $464K | ﹤0.01% |
41,636
+38,941
| +1,445% | +$434K |
|
3759
Sinclair Inc
SBGI
$1B
| $464K | ﹤0.01% |
27,046
+20,655
| +323% | +$354K |
|
3760
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$644M
| $464K | ﹤0.01% |
10,988
+10,805
| +5,904% | +$456K |
|
|
PMO
3761
Putnam Municipal Opportunities Trust
PMO
$294M
| $463K | ﹤0.01% |
44,659
-39,274
| -47% | -$407K |
|
3762
Credit Acceptance
CACC
$5.67B
| $463K | ﹤0.01% |
1,061
-499
| -32% | -$218K |
|
|
DICE
3763
DELISTED
DICE Therapeutics, Inc. Common Stock
DICE
| $463K | ﹤0.01% |
16,144
+7,058
| +78% | +$202K |
|
3764
Telus
TU
$24.1B
| $462K | ﹤0.01% |
23,273
-329,929
| -93% | -$6.55M |
|
3765
RadNet
RDNT
$5.89B
| $461K | ﹤0.01% |
18,421
+4,302
| +30% | +$108K |
|
|
SHYF
3766
DELISTED
The Shyft Group
SHYF
| $460K | ﹤0.01% |
20,198
+13,741
| +213% | +$313K |
|
3767
iShares Government/Credit Bond ETF
GBF
$137M
| $459K | ﹤0.01% |
4,343
-1,987
| -31% | -$210K |
|
3768
FibroGen
FGEN
$46M
| $458K | ﹤0.01% |
983
-6,835
| -87% | -$3.19M |
|
3769
Duluth Holdings
DLTH
$153M
| $458K | ﹤0.01% |
71,728
-10,941
| -13% | -$69.8K |
|
3770
Mirion Technologies
MIR
$5.67B
| $457K | ﹤0.01% |
53,536
+46,369
| +647% | +$396K |
|
3771
TIM SA
TIMB
$10.4B
| $457K | ﹤0.01% |
36,981
+15,063
| +69% | +$186K |
|
3772
Wayfair
W
$11.5B
| $456K | ﹤0.01% |
13,283
-5,050
| -28% | -$173K |
|
3773
Blend Labs
BLND
$1.09B
| $455K | ﹤0.01% |
457,094
+226,603
| +98% | +$226K |
|
3774
JELD-WEN Holding
JELD
$503M
| $454K | ﹤0.01% |
35,852
-10,331
| -22% | -$131K |
|
3775
Nuveen CA Select Tax-Free Income Portfolio
NXC
$83M
| $454K | ﹤0.01% |
33,672
-546
| -2% | -$7.36K |
|