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 | |
|---|---|---|---|---|---|---|
3776
TaskUs
TASK
$1.57B
| $1.83M | ﹤0.01% |
108,248
+38,426
| +55% | +$651K |
|
3777
Gambling.com
GAMB
$301M
| $1.83M | ﹤0.01% |
130,130
+115,015
| +761% | +$1.62M |
|
3778
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.61B
| $1.83M | ﹤0.01% |
23,885
+336
| +1% | +$25.7K |
|
3779
Avanos Medical
AVNS
$560M
| $1.83M | ﹤0.01% |
114,876
+12,705
| +12% | +$202K |
|
3780
Nuveen ESG US Aggregate Bond ETF
NUBD
$422M
| $1.83M | ﹤0.01% |
83,900
-1,128
| -1% | -$24.6K |
|
3781
Perspective Therapeutics
CATX
$241M
| $1.82M | ﹤0.01% |
571,748
+485,362
| +562% | +$1.55M |
|
3782
Owens & Minor
OMI
$406M
| $1.82M | ﹤0.01% |
139,501
+55,894
| +67% | +$731K |
|
3783
Fate Therapeutics
FATE
$115M
| $1.82M | ﹤0.01% |
1,103,393
+699,114
| +173% | +$1.15M |
|
3784
Direxion Daily Regional Banks Bull 3X Shares
DPST
$686M
| $1.82M | ﹤0.01% |
16,548
+16,231
| +5,120% | +$1.78M |
|
3785
BioCryst Pharmaceuticals
BCRX
$1.65B
| $1.81M | ﹤0.01% |
240,352
-184,667
| -43% | -$1.39M |
|
3786
Pediatrix Medical
MD
$1.43B
| $1.81M | ﹤0.01% |
137,702
+74,668
| +118% | +$980K |
|
3787
Viant Technology
DSP
$156M
| $1.8M | ﹤0.01% |
94,990
+76,920
| +426% | +$1.46M |
|
3788
Eton Pharmaceutcials
ETON
$496M
| $1.8M | ﹤0.01% |
135,352
+116,335
| +612% | +$1.55M |
|
3789
SI-BONE Inc
SIBN
$646M
| $1.8M | ﹤0.01% |
128,569
+109,094
| +560% | +$1.53M |
|
3790
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$220M
| $1.8M | ﹤0.01% |
33,719
-1,036
| -3% | -$55.4K |
|
3791
Codere Online
CDRO
$319M
| $1.8M | ﹤0.01% |
278,861
+157,098
| +129% | +$1.01M |
|
|
SWI
3792
DELISTED
SolarWinds Corporation Common Stock
SWI
| $1.79M | ﹤0.01% |
125,959
+20,293
| +19% | +$289K |
|
3793
Virgin Galactic
SPCE
$196M
| $1.79M | ﹤0.01% |
305,009
+292,895
| +2,418% | +$1.72M |
|
3794
Hamilton Insurance Group
HG
$2.42B
| $1.79M | ﹤0.01% |
94,054
+68,766
| +272% | +$1.31M |
|
|
PML
3795
PIMCO Municipal Income Fund II
PML
$519M
| $1.79M | ﹤0.01% |
220,821
-75,541
| -25% | -$611K |
|
3796
Movado Group
MOV
$428M
| $1.78M | ﹤0.01% |
90,473
+46,301
| +105% | +$911K |
|
3797
Gladstone Capital
GLAD
$520M
| $1.78M | ﹤0.01% |
62,532
+46,591
| +292% | +$1.33M |
|
3798
Apogee Enterprises
APOG
$967M
| $1.78M | ﹤0.01% |
24,861
+2,440
| +11% | +$174K |
|
3799
National Healthcare
NHC
$1.89B
| $1.77M | ﹤0.01% |
16,485
+7,828
| +90% | +$842K |
|
3800
Evolution Petroleum
EPM
$169M
| $1.77M | ﹤0.01% |
338,863
+307,738
| +989% | +$1.61M |
|