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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.58% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4051
ProShares UltraShort QQQ
QID
$286M
| $1.27M | ﹤0.01% |
38,841
-84,100
| -68% | -$2.75M |
|
4052
Inseego
INSG
$202M
| $1.27M | ﹤0.01% |
123,479
+121,086
| +5,060% | +$1.24M |
|
4053
Fresenius Medical Care
FMS
$14.8B
| $1.26M | ﹤0.01% |
55,795
+12,640
| +29% | +$286K |
|
4054
Invesco Bond Fund
VBF
$181M
| $1.26M | ﹤0.01% |
81,779
-33,262
| -29% | -$513K |
|
|
PRSU
4055
Pursuit Attractions and Hospitality Inc
PRSU
$1.04B
| $1.26M | ﹤0.01% |
29,673
+9,773
| +49% | +$415K |
|
4056
Cidara Therapeutics
CDTX
$1.74B
| $1.26M | ﹤0.01% |
46,871
+40,994
| +698% | +$1.1M |
|
|
CGC
4057
Canopy Growth
CGC
$427M
| $1.26M | ﹤0.01% |
459,804
+455,239
| +9,972% | +$1.25M |
|
|
UHT
4058
Universal Health Realty Income Trust
UHT
$574M
| $1.25M | ﹤0.01% |
33,584
+68
| +0.2% | +$2.53K |
|
4059
Gray Television
GTN
$564M
| $1.25M | ﹤0.01% |
395,838
+161,709
| +69% | +$509K |
|
4060
Cass Information Systems
CASS
$548M
| $1.24M | ﹤0.01% |
30,328
+21,626
| +249% | +$885K |
|
4061
Anixa Biosciences
ANIX
$109M
| $1.24M | ﹤0.01% |
534,124
+4,726
| +0.9% | +$11K |
|
4062
SPDR Nuveen Municipal Bond ESG ETF
MBNE
$13.1M
| $1.24M | ﹤0.01% |
42,022
+8,231
| +24% | +$242K |
|
4063
Global X Social Media ETF
SOCL
$165M
| $1.24M | ﹤0.01% |
29,187
+640
| +2% | +$27.1K |
|
4064
VanEck Emerging Markets High Yield Bond ETF
HYEM
$429M
| $1.23M | ﹤0.01% |
63,343
-2,588
| -4% | -$50.4K |
|
4065
Thryv Holdings
THRY
$534M
| $1.23M | ﹤0.01% |
83,312
+69,103
| +486% | +$1.02M |
|
4066
Kelly Services Class A
KELYA
$496M
| $1.23M | ﹤0.01% |
88,325
+61,070
| +224% | +$851K |
|
4067
Cardiff Oncology
CRDF
$136M
| $1.23M | ﹤0.01% |
283,352
+234,788
| +483% | +$1.02M |
|
4068
SPDR S&P Emerging Markets Small Cap ETF
EWX
$735M
| $1.22M | ﹤0.01% |
20,880
-6,264
| -23% | -$367K |
|
|
BGX
4069
Blackstone Long-Short Credit Income Fund
BGX
$157M
| $1.22M | ﹤0.01% |
98,368
+4,602
| +5% | +$57.2K |
|
4070
Capital Group Core Bond ETF
CGCB
$3B
| $1.22M | ﹤0.01% |
47,263
+27,543
| +140% | +$710K |
|
4071
Intrepid Potash
IPI
$376M
| $1.22M | ﹤0.01% |
55,576
+49,667
| +841% | +$1.09M |
|
4072
Accel Entertainment
ACEL
$932M
| $1.22M | ﹤0.01% |
113,851
+19,045
| +20% | +$203K |
|
4073
LifeMD
LFMD
$302M
| $1.21M | ﹤0.01% |
244,908
+86,785
| +55% | +$430K |
|
4074
Atlanta Braves Holdings Series A
BATRA
$2.86B
| $1.21M | ﹤0.01% |
29,682
+3,011
| +11% | +$123K |
|
|
CMRC
4075
Commerce.com Inc Series 1
CMRC
$406M
| $1.21M | ﹤0.01% |
197,241
+112,602
| +133% | +$689K |
|