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 | |
|---|---|---|---|---|---|---|
|
EXK
4101
Endeavour Silver
EXK
$1.71B
| $1.1M | ﹤0.01% |
258,116
-277,704
| -52% | -$1.19M |
|
4102
Alto Neuroscience
ANRO
$96.4M
| $1.1M | ﹤0.01% |
510,210
+107,813
| +27% | +$233K |
|
4103
Direxion Daily Technology Bull 3x Shares
TECL
$3.76B
| $1.1M | ﹤0.01% |
18,816
+3,272
| +21% | +$192K |
|
|
PONY
4104
Pony AI Inc. American Depositary Shares
PONY
$5.29B
| $1.1M | ﹤0.01% |
124,727
-26,237
| -17% | -$231K |
|
4105
VanEck Steel ETF
SLX
$81.8M
| $1.1M | ﹤0.01% |
17,812
-798
| -4% | -$49.1K |
|
4106
Blend Labs
BLND
$1.07B
| $1.1M | ﹤0.01% |
326,930
+93,029
| +40% | +$312K |
|
4107
Invesco Global Listed Private Equity ETF
PSP
$330M
| $1.1M | ﹤0.01% |
17,094
+2,089
| +14% | +$134K |
|
4108
GoPro
GPRO
$258M
| $1.09M | ﹤0.01% |
1,649,923
+258,066
| +19% | +$171K |
|
4109
Arcus Biosciences
RCUS
$1.25B
| $1.09M | ﹤0.01% |
139,347
+8,283
| +6% | +$65K |
|
4110
Allient
ALNT
$774M
| $1.09M | ﹤0.01% |
49,755
+13,532
| +37% | +$297K |
|
|
AAT
4111
American Assets Trust
AAT
$1.25B
| $1.09M | ﹤0.01% |
54,267
-11,903
| -18% | -$240K |
|
4112
iShares Core Conservative Allocation ETF
AOK
$636M
| $1.09M | ﹤0.01% |
29,014
+1,533
| +6% | +$57.7K |
|
4113
First Community Bankshares
FCBC
$684M
| $1.09M | ﹤0.01% |
28,923
+9,445
| +48% | +$356K |
|
4114
Hycroft Mining Holding Corp
HYMC
$227M
| $1.09M | ﹤0.01% |
336,310
-7,992
| -2% | -$25.9K |
|
4115
Nuvectis Pharma
NVCT
$160M
| $1.09M | ﹤0.01% |
111,520
+108,851
| +4,078% | +$1.06M |
|
4116
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$97.3M
| $1.09M | ﹤0.01% |
10,044
+988
| +11% | +$107K |
|
4117
Kornit Digital
KRNT
$662M
| $1.09M | ﹤0.01% |
56,888
-7,509
| -12% | -$143K |
|
4118
Cantaloupe
CTLP
$789M
| $1.08M | ﹤0.01% |
137,691
+16,967
| +14% | +$134K |
|
4119
Investors Title Co
ITIC
$467M
| $1.08M | ﹤0.01% |
4,494
+1,523
| +51% | +$367K |
|
4120
W&T Offshore
WTI
$261M
| $1.08M | ﹤0.01% |
698,393
+123,247
| +21% | +$191K |
|
4121
Taboola.com
TBLA
$1.01B
| $1.08M | ﹤0.01% |
366,807
-463,590
| -56% | -$1.37M |
|
4122
ADC Therapeutics
ADCT
$363M
| $1.08M | ﹤0.01% |
767,064
-117,454
| -13% | -$166K |
|
4123
GraniteShares 2x Long AMD Daily ETF
AMDL
$491M
| $1.08M | ﹤0.01% |
210,306
+210,247
| +356,351% | +$1.08M |
|
4124
Clean Energy Fuels
CLNE
$561M
| $1.08M | ﹤0.01% |
697,308
-92,983
| -12% | -$144K |
|
4125
Columbia Financial
CLBK
$1.6B
| $1.08M | ﹤0.01% |
72,052
+34,227
| +90% | +$513K |
|