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 |
Microsoft
MSFT
|
+$849M |
| 2 |
Apple
AAPL
|
+$707M |
| 3 |
Tesla
TSLA
|
+$370M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$354M |
| 5 |
Johnson & Johnson
JNJ
|
+$344M |
Top Sells
| 1 |
Salesforce
CRM
|
+$338M |
| 2 |
Meta Platforms (Facebook)
META
|
+$243M |
| 3 |
CTXS
Citrix Systems Inc
CTXS
|
+$223M |
| 4 |
iShares US Real Estate ETF
IYR
|
+$217M |
| 5 |
Vertiv
VRT
|
+$147M |
Sector Composition
| 1 | Technology | 13.92% |
| 2 | Healthcare | 9.62% |
| 3 | Financials | 9.19% |
| 4 | Consumer Discretionary | 6.32% |
| 5 | Industrials | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3801
Deluxe
DLX
$872M
| $401K | ﹤0.01% |
23,626
+10,110
| +75% | +$172K |
|
3802
Magnachip Semiconductor
MX
$117M
| $400K | ﹤0.01% |
42,632
-51,587
| -55% | -$484K |
|
3803
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$52.4M
| $400K | ﹤0.01% |
2,734
+2,300
| +530% | +$337K |
|
3804
AvidXchange
AVDX
$2.06B
| $400K | ﹤0.01% |
40,253
+40,103
| +26,735% | +$399K |
|
3805
MYR Group
MYRG
$2.78B
| $399K | ﹤0.01% |
4,337
+3,166
| +270% | +$291K |
|
3806
TaskUs
TASK
$1.58B
| $398K | ﹤0.01% |
23,533
+1,240
| +6% | +$21K |
|
3807
Appian
APPN
$2.42B
| $398K | ﹤0.01% |
12,209
-1,733
| -12% | -$56.4K |
|
|
EGIO
3808
DELISTED
Edgio, Inc. Common Stock
EGIO
| $397K | ﹤0.01% |
8,790
-526
| -6% | -$23.8K |
|
3809
Alamo Group
ALG
$2.4B
| $397K | ﹤0.01% |
2,801
-577
| -17% | -$81.7K |
|
3810
Janus Henderson Small Cap Growth Alpha ETF
JSML
$229M
| $396K | ﹤0.01% |
8,697
-886
| -9% | -$40.4K |
|
3811
Columbus McKinnon
CMCO
$432M
| $396K | ﹤0.01% |
12,197
+9,864
| +423% | +$320K |
|
3812
ProShares UltraPro Short 20+ Year Treasury
TTT
$22.5M
| $396K | ﹤0.01% |
5,140
+275
| +6% | +$21.2K |
|
3813
Gladstone Investment Corp
GAIN
$539M
| $396K | ﹤0.01% |
30,660
+1,040
| +4% | +$13.4K |
|
|
KAMN
3814
DELISTED
Kaman Corp
KAMN
| $395K | ﹤0.01% |
17,719
-23,908
| -57% | -$533K |
|
3815
Standard Motor Products
SMP
$869M
| $393K | ﹤0.01% |
11,302
+5,597
| +98% | +$195K |
|
|
WPRT
3816
Westport Fuel Systems
WPRT
$38.9M
| $393K | ﹤0.01% |
50,409
+15,439
| +44% | +$120K |
|
3817
Upwork
UPWK
$2.66B
| $393K | ﹤0.01% |
37,604
+32,970
| +711% | +$344K |
|
3818
Safety Insurance
SAFT
$1.07B
| $392K | ﹤0.01% |
4,656
-544
| -10% | -$45.8K |
|
3819
XPEL
XPEL
$917M
| $392K | ﹤0.01% |
6,525
+5,052
| +343% | +$303K |
|
3820
GeoPark
GPRK
$308M
| $391K | ﹤0.01% |
25,281
+13,173
| +109% | +$204K |
|
|
IAE
3821
Voya Asia Pacific High Dividend Equity Income Fund
IAE
$79.6M
| $390K | ﹤0.01% |
63,558
-4,922
| -7% | -$30.2K |
|
3822
CS Disco
LAW
$395M
| $387K | ﹤0.01% |
61,300
+28,340
| +86% | +$179K |
|
3823
Mobileye
MBLY
$12.1B
| $387K | ﹤0.01% |
+11,050
| New | +$387K |
|
3824
dLocal
DLO
$4.4B
| $387K | ﹤0.01% |
24,880
+8,609
| +53% | +$134K |
|
3825
Customers Bancorp
CUBI
$2.27B
| $387K | ﹤0.01% |
13,665
-14,272
| -51% | -$404K |
|