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 | |
|---|---|---|---|---|---|---|
3751
iShares Global REIT ETF
REET
$3.85B
| $1.89M | ﹤0.01% |
78,708
+3,554
| +5% | +$85.2K |
|
3752
ProShares Short Dow30
DOG
$129M
| $1.88M | ﹤0.01% |
70,999
-95,908
| -57% | -$2.55M |
|
3753
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$408M
| $1.88M | ﹤0.01% |
32,395
-5,869
| -15% | -$341K |
|
3754
Lufax Holding
LU
$2.98B
| $1.88M | ﹤0.01% |
787,167
+633,515
| +412% | +$1.51M |
|
3755
Ivanhoe Electric
IE
$1.27B
| $1.88M | ﹤0.01% |
248,476
+197,217
| +385% | +$1.49M |
|
3756
International Money Express
IMXI
$429M
| $1.87M | ﹤0.01% |
90,014
+69,206
| +333% | +$1.44M |
|
3757
AlTi Global
ALTI
$387M
| $1.87M | ﹤0.01% |
424,798
+408,705
| +2,540% | +$1.8M |
|
3758
Absci
ABSI
$404M
| $1.87M | ﹤0.01% |
714,145
+667,511
| +1,431% | +$1.75M |
|
3759
Daily Journal
DJCO
$611M
| $1.87M | ﹤0.01% |
3,286
+2,264
| +222% | +$1.29M |
|
|
FINV
3760
FinVolution Group
FINV
$1.93B
| $1.87M | ﹤0.01% |
274,675
+271,475
| +8,484% | +$1.84M |
|
3761
Titan Machinery
TITN
$427M
| $1.86M | ﹤0.01% |
131,742
+108,972
| +479% | +$1.54M |
|
|
ACRE
3762
Ares Commercial Real Estate
ACRE
$262M
| $1.86M | ﹤0.01% |
315,852
+188,049
| +147% | +$1.11M |
|
|
MAV
3763
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
| $1.86M | ﹤0.01% |
220,683
+75,297
| +52% | +$635K |
|
|
MLGO
3764
MicroAlgo
MLGO
$117M
| $1.86M | ﹤0.01% |
16,479
+16,216
| +6,166% | +$1.83M |
|
3765
Andersons Inc
ANDE
$1.31B
| $1.85M | ﹤0.01% |
45,757
+7,128
| +18% | +$289K |
|
|
BCYC
3766
Bicycle Therapeutics
BCYC
$493M
| $1.85M | ﹤0.01% |
132,361
+120,295
| +997% | +$1.68M |
|
3767
Oculis Holding
OCS
$916M
| $1.85M | ﹤0.01% |
108,842
+91,065
| +512% | +$1.55M |
|
3768
Banco de Chile
BCH
$14.9B
| $1.85M | ﹤0.01% |
81,565
+49,225
| +152% | +$1.12M |
|
3769
VanEck Green Bond ETF
GRNB
$144M
| $1.85M | ﹤0.01% |
78,050
-3,942
| -5% | -$93.4K |
|
3770
Anterix
ATEX
$435M
| $1.85M | ﹤0.01% |
60,228
+53,569
| +804% | +$1.64M |
|
3771
Perella Weinberg Partners
PWP
$1.42B
| $1.84M | ﹤0.01% |
77,337
+32,279
| +72% | +$770K |
|
3772
Denny's
DENN
$267M
| $1.84M | ﹤0.01% |
304,063
+270,484
| +806% | +$1.64M |
|
3773
Rackspace Technology
RXT
$342M
| $1.84M | ﹤0.01% |
831,667
+793,637
| +2,087% | +$1.75M |
|
3774
Nicolet Bankshares
NIC
$1.94B
| $1.84M | ﹤0.01% |
17,509
+8,570
| +96% | +$899K |
|
3775
Climb Global Solutions
CLMB
$630M
| $1.84M | ﹤0.01% |
14,492
+10,696
| +282% | +$1.36M |
|