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
|
+$1.56B |
| 2 |
Eaton
ETN
|
+$585M |
| 3 |
SPDR Gold Trust
GLD
|
+$582M |
| 4 |
Hewlett Packard
HPE
|
+$514M |
| 5 |
Southwest Airlines
LUV
|
+$510M |
Top Sells
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
+$660M |
| 2 |
Phillips 66
PSX
|
+$549M |
| 3 |
Microsoft
MSFT
|
+$513M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$480M |
| 5 |
Boeing
BA
|
+$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3876
HNI Corp
HNI
$2.06B
| $1.5M | ﹤0.01% |
33,886
-142,560
| -81% | -$6.32M |
|
3877
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$363M
| $1.5M | ﹤0.01% |
21,923
-506
| -2% | -$34.7K |
|
3878
National Healthcare
NHC
$1.76B
| $1.5M | ﹤0.01% |
16,162
-323
| -2% | -$30K |
|
3879
First Trust Dorsey Wright International Focus 5 ETF
IFV
$174M
| $1.5M | ﹤0.01% |
74,980
-13,008
| -15% | -$260K |
|
3880
Anixa Biosciences
ANIX
$97.3M
| $1.5M | ﹤0.01% |
524,162
-9,962
| -2% | -$28.5K |
|
3881
Organogenesis Holdings
ORGO
$617M
| $1.49M | ﹤0.01% |
345,658
+288,762
| +508% | +$1.25M |
|
3882
Ceragon Networks
CRNT
$180M
| $1.49M | ﹤0.01% |
635,083
+566,411
| +825% | +$1.33M |
|
|
WTPI
3883
WisdomTree Equity Premium Income Fund
WTPI
$301M
| $1.49M | ﹤0.01% |
47,828
+18,426
| +63% | +$574K |
|
3884
Immersion
IMMR
$221M
| $1.49M | ﹤0.01% |
196,440
-85,233
| -30% | -$646K |
|
3885
Global X SuperIncome Preferred ETF
SPFF
$137M
| $1.49M | ﹤0.01% |
165,927
+16,599
| +11% | +$149K |
|
3886
Minerals Technologies
MTX
$1.98B
| $1.49M | ﹤0.01% |
23,381
-4,116
| -15% | -$262K |
|
3887
Davis Select International ETF
DINT
$253M
| $1.49M | ﹤0.01% |
64,289
+1,224
| +2% | +$28.3K |
|
3888
Woodside Energy
WDS
$31.4B
| $1.48M | ﹤0.01% |
102,118
-370,166
| -78% | -$5.36M |
|
3889
GrowGeneration
GRWG
$89.1M
| $1.48M | ﹤0.01% |
1,368,766
+237,010
| +21% | +$256K |
|
3890
89bio
ETNB
$1.26B
| $1.48M | ﹤0.01% |
203,207
+90,022
| +80% | +$654K |
|
3891
Allot
ALLT
$397M
| $1.48M | ﹤0.01% |
258,601
+214,038
| +480% | +$1.22M |
|
3892
JELD-WEN Holding
JELD
$537M
| $1.48M | ﹤0.01% |
247,231
-114,341
| -32% | -$683K |
|
|
FFAI
3893
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$276M
| $1.47M | ﹤0.01% |
1,302,656
+430,281
| +49% | +$486K |
|
|
IGA
3894
Voya Global Advantage and Premium Opportunity Fund
IGA
$151M
| $1.47M | ﹤0.01% |
149,331
-262
| -0.2% | -$2.57K |
|
3895
Gambling.com
GAMB
$291M
| $1.47M | ﹤0.01% |
116,164
-13,966
| -11% | -$176K |
|
3896
BlackRock MuniYield Fund
MYD
$481M
| $1.47M | ﹤0.01% |
138,864
-15,040
| -10% | -$159K |
|
|
OPPE
3897
WisdomTree European Opportunities Fund
OPPE
$146M
| $1.46M | ﹤0.01% |
34,523
+23,688
| +219% | +$1M |
|
3898
FlexShares Quality Dividend Defensive Index Fund
QDEF
$476M
| $1.46M | ﹤0.01% |
20,827
+2,566
| +14% | +$179K |
|
|
NPKI
3899
NPK International Inc.
NPKI
$899M
| $1.45M | ﹤0.01% |
249,905
-3,425
| -1% | -$19.9K |
|
3900
Hyliion Holdings
HYLN
$288M
| $1.45M | ﹤0.01% |
1,036,080
-71,714
| -6% | -$100K |
|