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
|
+$2.9B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$541M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$511M |
| 4 |
American International
AIG
|
+$420M |
| 5 |
UBS Group
UBS
|
+$286M |
Top Sells
Sector Composition
| 1 | Financials | 10.17% |
| 2 | Energy | 8.73% |
| 3 | Healthcare | 8.27% |
| 4 | Technology | 7.59% |
| 5 | Industrials | 6.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3876
ProShares Ultra Materials
UYM
$34.5M
| $198K | ﹤0.01% |
16,604
+12,404
| +295% | +$148K |
|
|
APB
3877
DELISTED
Asia Pacific Fund
APB
| $198K | ﹤0.01% |
15,498
+5,007
| +48% | +$64K |
|
3878
Fidelity MSCI Utilities Index ETF
FUTY
$1.96B
| $196K | ﹤0.01% |
7,352
+3,861
| +111% | +$103K |
|
|
UCB
3879
United Community Banks, Inc.
UCB
$3.93B
| $196K | ﹤0.01% |
9,345
+7,537
| +417% | +$158K |
|
|
STL
3880
DELISTED
Sterling Bancorp
STL
| $196K | ﹤0.01% |
13,313
-12,733
| -49% | -$187K |
|
3881
VanEck Mortgage REIT Income ETF
MORT
$330M
| $195K | ﹤0.01% |
8,880
+625
| +8% | +$13.7K |
|
|
SPE
3882
Special Opportunities Fund
SPE
$166M
| $195K | ﹤0.01% |
12,727
-4,525
| -26% | -$69.3K |
|
3883
United States Gasoline Fund
UGA
$75.2M
| $195K | ﹤0.01% |
4,734
+2,597
| +122% | +$107K |
|
3884
Workiva
WK
$4.51B
| $195K | ﹤0.01% |
14,069
+13,069
| +1,307% | +$181K |
|
|
FRED
3885
DELISTED
Fred's Inc
FRED
| $195K | ﹤0.01% |
10,100
-805
| -7% | -$15.5K |
|
|
ALR.PRB
3886
DELISTED
Alere Inc
ALR.PRB
| $194K | ﹤0.01% |
543
-26
| -5% | -$9.29K |
|
|
CWEI
3887
DELISTED
Clayton Williams Energy, Inc.
CWEI
| $194K | ﹤0.01% |
2,947
+2,647
| +882% | +$174K |
|
3888
MillerKnoll
MLKN
$1.4B
| $193K | ﹤0.01% |
6,699
-2,924
| -30% | -$84.2K |
|
3889
RingCentral
RNG
$2.88B
| $193K | ﹤0.01% |
10,478
-5,496
| -34% | -$101K |
|
|
APF
3890
DELISTED
Morgan Stanley Asia Pacific Fund
APF
| $193K | ﹤0.01% |
12,306
+1,266
| +11% | +$19.9K |
|
3891
FuelCell Energy
FCEL
$269M
| $192K | ﹤0.01% |
45
-2
| -4% | -$8.53K |
|
|
IMOS
3892
ChipMOS TECHNOLOGIES
IMOS
$685M
| $192K | ﹤0.01% |
7,986
-1,083
| -12% | -$26K |
|
3893
iShares Russell Top 200 ETF
IWL
$1.85B
| $192K | ﹤0.01% |
4,083
+630
| +18% | +$29.6K |
|
3894
Sangamo Therapeutics
SGMO
$166M
| $192K | ﹤0.01% |
17,300
-8,517
| -33% | -$94.5K |
|
|
VNET
3895
VNET Group
VNET
$2.68B
| $192K | ﹤0.01% |
9,327
-2,258
| -19% | -$46.5K |
|
|
ERN
3896
DELISTED
Erin Energy Corp
ERN
| $192K | ﹤0.01% |
49,174
+39,309
| +398% | +$153K |
|
3897
WisdomTree Emerging Currency Strategy Fund
CEW
$9.46M
| $191K | ﹤0.01% |
10,530
-31,396
| -75% | -$569K |
|
3898
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$55.2M
| $191K | ﹤0.01% |
3,596
-1,059
| -23% | -$56.2K |
|
|
UMH
3899
UMH Properties
UMH
$1.28B
| $191K | ﹤0.01% |
19,456
-1,904
| -9% | -$18.7K |
|
|
ARNA
3900
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $191K | ﹤0.01% |
4,116
-3,486
| -46% | -$162K |
|