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
|
+$694M |
| 2 |
Broadcom
AVGO
|
+$567M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$525M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$504M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$351M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$542M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$393M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$370M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$290M |
| 5 |
Fidelity National Information Services
FIS
|
+$264M |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Financials | 9.54% |
| 3 | Healthcare | 8.06% |
| 4 | Consumer Discretionary | 6.75% |
| 5 | Industrials | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3876
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.45B
| $570K | ﹤0.01% |
9,880
-1,325
| -12% | -$76.5K |
|
3877
Planet Labs
PL
$3.42B
| $569K | ﹤0.01% |
230,500
+107,790
| +88% | +$266K |
|
|
LAC
3878
Lithium Americas
LAC
$785M
| $569K | ﹤0.01% |
+88,875
| New | +$569K |
|
|
MIO
3879
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
| $568K | ﹤0.01% |
53,723
-3,461
| -6% | -$36.6K |
|
3880
Tiptree Inc
TIPT
$885M
| $567K | ﹤0.01% |
29,924
+13,617
| +84% | +$258K |
|
3881
United States 12 Month Oil Fund,
USL
$42.6M
| $567K | ﹤0.01% |
16,139
+14,671
| +999% | +$515K |
|
3882
Kura Sushi USA
KRUS
$888M
| $566K | ﹤0.01% |
7,450
+4,628
| +164% | +$352K |
|
|
GPMT
3883
Granite Point Mortgage Trust
GPMT
$143M
| $566K | ﹤0.01% |
95,307
+33,375
| +54% | +$198K |
|
3884
SmartFinancial
SMBK
$628M
| $564K | ﹤0.01% |
23,036
+9,476
| +70% | +$232K |
|
3885
Immersion
IMMR
$239M
| $561K | ﹤0.01% |
79,532
+15,968
| +25% | +$113K |
|
3886
MeridianLink
MLNK
$1.48B
| $561K | ﹤0.01% |
22,654
+14,803
| +189% | +$367K |
|
3887
Liberty Broadband Class A
LBRDA
$8.62B
| $561K | ﹤0.01% |
6,951
+5,814
| +511% | +$469K |
|
3888
Abercrombie & Fitch
ANF
$4.28B
| $559K | ﹤0.01% |
6,339
-224,675
| -97% | -$19.8M |
|
3889
AST SpaceMobile
ASTS
$12.1B
| $558K | ﹤0.01% |
92,617
+39,990
| +76% | +$241K |
|
3890
GCM Grosvenor
GCMG
$690M
| $557K | ﹤0.01% |
62,206
-9,802
| -14% | -$87.8K |
|
|
AMNB
3891
DELISTED
American National Bankshares Inc
AMNB
| $557K | ﹤0.01% |
11,431
+5,715
| +100% | +$279K |
|
|
TWKS
3892
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $557K | ﹤0.01% |
115,830
+55,742
| +93% | +$268K |
|
3893
Vishay Precision Group
VPG
$437M
| $556K | ﹤0.01% |
16,331
+4,269
| +35% | +$145K |
|
3894
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$55.4M
| $556K | ﹤0.01% |
6,503
-28,509
| -81% | -$2.44M |
|
3895
Fidelity Corporate Bond ETF
FCOR
$280M
| $556K | ﹤0.01% |
11,818
-2,745
| -19% | -$129K |
|
3896
CureVac
CVAC
$1.2B
| $555K | ﹤0.01% |
131,872
+56,316
| +75% | +$237K |
|
|
VLRS
3897
Controladora Vuela Compañía de Aviación
VLRS
$776M
| $555K | ﹤0.01% |
59,150
+17,340
| +41% | +$163K |
|
3898
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.16B
| $555K | ﹤0.01% |
26,488
+26,429
| +44,795% | +$553K |
|
3899
Weave Communications
WEAV
$586M
| $554K | ﹤0.01% |
48,328
+27,409
| +131% | +$314K |
|
3900
Global X Video Games & Esports ETF
HERO
$173M
| $554K | ﹤0.01% |
27,455
-6,758
| -20% | -$136K |
|