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 |
SPDR S&P 500 ETF Trust
SPY
|
+$292M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$230M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$141M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$138M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$134M |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$567M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$539M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$331M |
| 4 |
Tesla
TSLA
|
+$322M |
| 5 |
Amazon
AMZN
|
+$269M |
Sector Composition
| 1 | Technology | 14.17% |
| 2 | Financials | 8.68% |
| 3 | Healthcare | 8.49% |
| 4 | Consumer Discretionary | 6.5% |
| 5 | Industrials | 5.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3776
The Greenbrier Companies
GBX
$1.43B
| $295K | ﹤0.01% |
12,152
+518
| +4% | +$12.6K |
|
3777
monday.com
MNDY
$10.9B
| $295K | ﹤0.01% |
2,602
-1,329
| -34% | -$151K |
|
3778
Sprott Physical Gold
PHYS
$13.1B
| $295K | ﹤0.01% |
23,079
+16,089
| +230% | +$206K |
|
3779
Merus
MRUS
$5.19B
| $294K | ﹤0.01% |
14,690
+14,590
| +14,590% | +$292K |
|
3780
Chunghwa Telecom
CHT
$34.2B
| $294K | ﹤0.01% |
8,263
+2,986
| +57% | +$106K |
|
3781
SPDR DoubleLine Emerging Markets Fixed Income ETF
EMTL
$94.6M
| $294K | ﹤0.01% |
7,657
-3,238
| -30% | -$124K |
|
|
NGD
3782
New Gold Inc
NGD
$5.19B
| $294K | ﹤0.01% |
334,796
+14,179
| +4% | +$12.5K |
|
3783
Smith Micro Software
SMSI
$16.9M
| $294K | ﹤0.01% |
16,259
+3
| +0% | +$54 |
|
|
FTEV
3784
DELISTED
FinTech Evolution Acquisition Group
FTEV
| $293K | ﹤0.01% |
29,509
+5,949
| +25% | +$59.1K |
|
3785
Amplify Transformational Data Sharing ETF
BLOK
$1.32B
| $293K | ﹤0.01% |
15,828
+2,113
| +15% | +$39.1K |
|
3786
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$712M
| $293K | ﹤0.01% |
2,093
+1,537
| +276% | +$215K |
|
|
MCHB
3787
Mechanics Bancorp
MCHB
$3B
| $292K | ﹤0.01% |
10,118
+5,360
| +113% | +$155K |
|
3788
Hackett Group
HCKT
$562M
| $291K | ﹤0.01% |
16,465
+1,978
| +14% | +$35K |
|
|
MSB
3789
Mesabi Trust
MSB
$400M
| $291K | ﹤0.01% |
13,554
+607
| +5% | +$13K |
|
3790
Minerals Technologies
MTX
$2.01B
| $291K | ﹤0.01% |
5,875
-811
| -12% | -$40.2K |
|
3791
Spirit AeroSystems
SPR
$4.52B
| $291K | ﹤0.01% |
13,291
-81,614
| -86% | -$1.79M |
|
3792
Wallbox
WBX
$70.8M
| $291K | ﹤0.01% |
1,851
+389
| +27% | +$61.2K |
|
3793
Fidelity MSCI Industrials Index ETF
FIDU
$1.51B
| $290K | ﹤0.01% |
6,651
+5,830
| +710% | +$254K |
|
3794
Hillman Solutions
HLMN
$1.9B
| $290K | ﹤0.01% |
38,407
+37,460
| +3,956% | +$283K |
|
3795
ProShares UltraPro Russell2000
URTY
$433M
| $290K | ﹤0.01% |
8,467
+8,302
| +5,032% | +$284K |
|
3796
Vera Bradley
VRA
$57.3M
| $290K | ﹤0.01% |
96,337
+19,962
| +26% | +$60.1K |
|
3797
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$129M
| $290K | ﹤0.01% |
+9,847
| New | +$290K |
|
3798
Albany International
AIN
$1.67B
| $289K | ﹤0.01% |
3,676
+659
| +22% | +$51.8K |
|
3799
MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN
OILU
$34.8M
| $289K | ﹤0.01% |
+7,934
| New | +$289K |
|
|
STR
3800
DELISTED
Sitio Royalties
STR
| $289K | ﹤0.01% |
13,076
+1,614
| +14% | +$35.7K |
|