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 | |
|---|---|---|---|---|---|---|
3776
TriplePoint Venture Growth BDC
TPVG
$250M
| $453K | ﹤0.01% |
37,521
-5,027
| -12% | -$60.7K |
|
3777
KraneShares Emerging Markets Consumer Technology Index ETF
KEMQ
$34.7M
| $453K | ﹤0.01% |
29,804
-42,749
| -59% | -$650K |
|
3778
ARK Israel Innovative Technology ETF
IZRL
$123M
| $453K | ﹤0.01% |
25,938
-111,098
| -81% | -$1.94M |
|
3779
Opko Health
OPK
$1.2B
| $453K | ﹤0.01% |
310,170
+86,000
| +38% | +$126K |
|
3780
iShares MSCI USA Size Factor ETF
SIZE
$370M
| $453K | ﹤0.01% |
3,840
-3,409
| -47% | -$402K |
|
3781
Douglas Dynamics
PLOW
$763M
| $453K | ﹤0.01% |
14,190
+7,564
| +114% | +$241K |
|
3782
Interface
TILE
$1.74B
| $452K | ﹤0.01% |
55,673
+12,274
| +28% | +$99.7K |
|
3783
FlexShares STOXX Global ESG Select Index Fund
ESGG
$98.4M
| $452K | ﹤0.01% |
3,421
-1,581
| -32% | -$209K |
|
|
MIN
3784
MFS Intermediate Income Trust
MIN
$306M
| $452K | ﹤0.01% |
163,058
+3,960
| +2% | +$11K |
|
3785
Porch Group
PRCH
$1.97B
| $451K | ﹤0.01% |
315,590
+1,352
| +0.4% | +$1.93K |
|
3786
Rayliant Quantamental China Equity ETF
RAYC
$21M
| $448K | ﹤0.01% |
25,956
+21,753
| +518% | +$376K |
|
3787
IAMGOLD
IAG
$6.33B
| $447K | ﹤0.01% |
164,864
+52,136
| +46% | +$141K |
|
3788
SPDR S&P 1500 Value Tilt ETF
VLU
$535M
| $444K | ﹤0.01% |
3,129
+1,963
| +168% | +$279K |
|
3789
ProPetro Holding
PUMP
$513M
| $444K | ﹤0.01% |
61,717
+20,980
| +52% | +$151K |
|
3790
Marcus Corp
MCS
$504M
| $443K | ﹤0.01% |
27,686
+6,718
| +32% | +$107K |
|
3791
iShares MSCI New Zealand ETF
ENZL
$74M
| $442K | ﹤0.01% |
8,861
+1,581
| +22% | +$78.9K |
|
3792
SPDR S&P Kensho Future Security ETF
FITE
$86.7M
| $442K | ﹤0.01% |
9,531
+7,463
| +361% | +$346K |
|
3793
Navigator Holdings
NVGS
$1.13B
| $441K | ﹤0.01% |
31,469
+155
| +0.5% | +$2.17K |
|
3794
N-able
NABL
$1.58B
| $440K | ﹤0.01% |
33,358
+19,894
| +148% | +$263K |
|
|
MGIC
3795
Magic Software Enterprises
MGIC
$973M
| $439K | ﹤0.01% |
32,204
+27,302
| +557% | +$372K |
|
3796
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$256M
| $438K | ﹤0.01% |
23,823
-20,379
| -46% | -$375K |
|
3797
Center Bancorp
CNOB
$1.32B
| $437K | ﹤0.01% |
24,732
-2,855
| -10% | -$50.5K |
|
3798
ProShares UltraPro Short Russell2000
SRTY
$74.8M
| $436K | ﹤0.01% |
9,065
-2,368
| -21% | -$114K |
|
|
SILK
3799
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $435K | ﹤0.01% |
11,126
+7,352
| +195% | +$288K |
|
3800
Autoliv
ALV
$9.73B
| $435K | ﹤0.01% |
4,660
+713
| +18% | +$66.6K |
|