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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3826
Phibro Animal Health
PAHC
$1.63B
| $428K | ﹤0.01% |
20,096
+11,588
| +136% | +$247K |
|
3827
Stellar Bancorp
STEL
$1.6B
| $427K | ﹤0.01% |
15,325
+9,360
| +157% | +$261K |
|
3828
Veeco
VECO
$1.7B
| $427K | ﹤0.01% |
36,516
+32,476
| +804% | +$380K |
|
|
LORL
3829
DELISTED
Loral Space and Communications, Inc.
LORL
| $426K | ﹤0.01% |
10,294
+6,853
| +199% | +$284K |
|
|
VAL
3830
DELISTED
Valaris plc Class A Ordinary Share
VAL
| $426K | ﹤0.01% |
+88,426
| New | +$426K |
|
3831
BrightView Holdings
BV
$1.28B
| $426K | ﹤0.01% |
24,855
+18,247
| +276% | +$313K |
|
3832
Miller Industries
MLR
$456M
| $426K | ﹤0.01% |
12,797
+5,753
| +82% | +$192K |
|
|
CLCT
3833
DELISTED
Collectors Universe
CLCT
| $425K | ﹤0.01% |
14,918
+2,921
| +24% | +$83.2K |
|
3834
ALPS REIT Dividend Dogs ETF
RDOG
$14M
| $425K | ﹤0.01% |
8,751
-22
| -0.3% | -$1.07K |
|
|
YRD
3835
Yiren Digital
YRD
$521M
| $425K | ﹤0.01% |
60,501
+8,280
| +16% | +$58.2K |
|
3836
Columbia Diversified Fixed Income Allocation ETF
DIAL
$393M
| $424K | ﹤0.01% |
20,397
-122,920
| -86% | -$2.56M |
|
3837
Celcuity
CELC
$2.25B
| $423K | ﹤0.01% |
24,879
+4,645
| +23% | +$79K |
|
3838
Invesco S&P 500 Downside Hedged ETF
PHDG
$78.3M
| $420K | ﹤0.01% |
15,312
-642
| -4% | -$17.6K |
|
3839
Green Dot
GDOT
$831M
| $419K | ﹤0.01% |
16,613
-968
| -6% | -$24.4K |
|
|
RIV
3840
RiverNorth Opportunities Fund
RIV
$262M
| $419K | ﹤0.01% |
24,660
-12,185
| -33% | -$207K |
|
|
AKCA
3841
DELISTED
Akcea Therapeutics, Inc. Common Stock
AKCA
| $419K | ﹤0.01% |
27,244
+27,044
| +13,522% | +$416K |
|
3842
DHT Holdings
DHT
$2.02B
| $418K | ﹤0.01% |
68,075
+32,089
| +89% | +$197K |
|
3843
Quince Therapeutics
QNCX
$85.9M
| $418K | ﹤0.01% |
16,755
+9,940
| +146% | +$248K |
|
|
LDL
3844
DELISTED
Lydall, Inc.
LDL
| $418K | ﹤0.01% |
16,812
+10,642
| +172% | +$265K |
|
3845
Independent Bank Corp
IBCP
$658M
| $417K | ﹤0.01% |
19,586
+11,993
| +158% | +$255K |
|
3846
Tucows
TCX
$208M
| $416K | ﹤0.01% |
7,684
+5,112
| +199% | +$277K |
|
|
RJI
3847
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
| $416K | ﹤0.01% |
82,031
-6,831
| -8% | -$34.6K |
|
3848
Esperion Therapeutics
ESPR
$567M
| $414K | ﹤0.01% |
11,295
-3,452
| -23% | -$127K |
|
3849
Hyster-Yale Materials Handling
HY
$662M
| $414K | ﹤0.01% |
7,573
+6,441
| +569% | +$352K |
|
3850
WESCO International
WCC
$10.2B
| $414K | ﹤0.01% |
8,674
-348
| -4% | -$16.6K |
|