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 |
Microsoft
MSFT
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SVM
4076
Silvercorp Metals
SVM
$1.14B
| $523K | ﹤0.01% |
160,564
-36,009
| -18% | -$117K |
|
4077
Invesco KBW Regional Banking ETF
KBWR
$53.2M
| $521K | ﹤0.01% |
10,236
+153
| +2% | +$7.79K |
|
4078
Bally's
BALY
$512M
| $520K | ﹤0.01% |
37,290
-2,358
| -6% | -$32.9K |
|
4079
Hanmi Financial
HAFC
$759M
| $519K | ﹤0.01% |
32,573
-2,466
| -7% | -$39.3K |
|
4080
Cross Country Healthcare
CCRN
$444M
| $519K | ﹤0.01% |
27,698
-16,747
| -38% | -$314K |
|
4081
Haverty Furniture Companies
HVT
$369M
| $518K | ﹤0.01% |
15,187
-1,882
| -11% | -$64.2K |
|
4082
Vishay Precision Group
VPG
$437M
| $517K | ﹤0.01% |
14,625
-1,706
| -10% | -$60.3K |
|
4083
ARKO Corp
ARKO
$545M
| $516K | ﹤0.01% |
90,554
-2,325
| -3% | -$13.3K |
|
4084
Kearny Financial
KRNY
$409M
| $515K | ﹤0.01% |
80,044
-20,700
| -21% | -$133K |
|
4085
MetroCity Bankshares
MCBS
$741M
| $515K | ﹤0.01% |
20,624
-2,114
| -9% | -$52.8K |
|
|
SEI
4086
Solaris Energy Infrastructure
SEI
$1.68B
| $513K | ﹤0.01% |
59,183
+11,134
| +23% | +$96.5K |
|
4087
iShares Self-Driving EV and Tech ETF
IDRV
$169M
| $513K | ﹤0.01% |
16,325
-44,944
| -73% | -$1.41M |
|
4088
Navitas Semiconductor
NVTS
$1.49B
| $513K | ﹤0.01% |
107,449
-19,474
| -15% | -$92.9K |
|
4089
NVE Corp
NVEC
$320M
| $511K | ﹤0.01% |
5,668
-2,230
| -28% | -$201K |
|
4090
MarineMax
HZO
$542M
| $510K | ﹤0.01% |
15,321
-12,088
| -44% | -$402K |
|
4091
First Trust Multi Cap Value AlphaDEX Fund
FAB
$122M
| $509K | ﹤0.01% |
6,155
+176
| +3% | +$14.5K |
|
4092
FT Vest US Equity Moderate Buffer ETF May
GMAY
$306M
| $508K | ﹤0.01% |
14,953
+14,220
| +1,940% | +$483K |
|
4093
Wave Life Sciences
WVE
$1.1B
| $508K | ﹤0.01% |
82,321
+737
| +0.9% | +$4.55K |
|
4094
MeridianLink
MLNK
$1.48B
| $508K | ﹤0.01% |
27,145
+4,491
| +20% | +$84K |
|
|
CAN
4095
Canaan Creative
CAN
$365M
| $507K | ﹤0.01% |
333,284
+333,276
| +4,165,950% | +$507K |
|
4096
Metropolitan Bank Holding Corp
MCB
$824M
| $504K | ﹤0.01% |
13,101
-3,989
| -23% | -$154K |
|
|
DM
4097
DELISTED
Desktop Metal, Inc.
DM
| $504K | ﹤0.01% |
57,317
-22,407
| -28% | -$197K |
|
4098
Preformed Line Products
PLPC
$994M
| $502K | ﹤0.01% |
3,901
-207
| -5% | -$26.6K |
|
4099
TriplePoint Venture Growth BDC
TPVG
$252M
| $501K | ﹤0.01% |
52,880
+14,398
| +37% | +$136K |
|
4100
Forrester Research
FORR
$210M
| $501K | ﹤0.01% |
23,217
+10,112
| +77% | +$218K |
|