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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4176
Seneca Foods Class A
SENEA
$707M
| $435K | ﹤0.01% |
6,981
+1,308
| +23% | +$81.5K |
|
4177
Dimensional International High Profitability ETF
DIHP
$4.49B
| $435K | ﹤0.01% |
15,708
+424
| +3% | +$11.7K |
|
4178
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.33B
| $434K | ﹤0.01% |
4,282
+3,921
| +1,086% | +$398K |
|
4179
US Commodity Index
USCI
$265M
| $434K | ﹤0.01% |
6,958
-1,124
| -14% | -$70.1K |
|
4180
Ivanhoe Electric
IE
$1.24B
| $434K | ﹤0.01% |
51,259
+15,212
| +42% | +$129K |
|
4181
Telefonica
TEF
$29.6B
| $433K | ﹤0.01% |
89,190
-139,230
| -61% | -$677K |
|
4182
DocGo
DCGO
$142M
| $433K | ﹤0.01% |
130,470
-40,619
| -24% | -$135K |
|
4183
iShares Government/Credit Bond ETF
GBF
$137M
| $432K | ﹤0.01% |
4,041
-371
| -8% | -$39.6K |
|
4184
Business First Bancshares
BFST
$719M
| $431K | ﹤0.01% |
16,805
+4,555
| +37% | +$117K |
|
4185
Bitwise Crypto Industry Innovators ETF
BITQ
$384M
| $430K | ﹤0.01% |
32,269
+31,839
| +7,404% | +$424K |
|
4186
Televisa
TV
$1.45B
| $430K | ﹤0.01% |
167,918
-71,878
| -30% | -$184K |
|
4187
Compugen
CGEN
$124M
| $428K | ﹤0.01% |
236,571
-58,360
| -20% | -$106K |
|
4188
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$173M
| $425K | ﹤0.01% |
11,966
+11,388
| +1,970% | +$404K |
|
4189
Leslie's
LESL
$52.1M
| $424K | ﹤0.01% |
134,258
+50,097
| +60% | +$158K |
|
4190
IDT Corp
IDT
$1.69B
| $424K | ﹤0.01% |
11,102
+3,262
| +42% | +$125K |
|
|
HPP
4191
Hudson Pacific Properties
HPP
$1.05B
| $423K | ﹤0.01% |
88,591
+40,279
| +83% | +$193K |
|
4192
Nkarta
NKTX
$142M
| $422K | ﹤0.01% |
93,366
+20,463
| +28% | +$92.5K |
|
4193
Weyco Group
WEYS
$294M
| $422K | ﹤0.01% |
12,390
+2,225
| +22% | +$75.7K |
|
4194
Aehr Test Systems
AEHR
$898M
| $422K | ﹤0.01% |
32,821
+1,248
| +4% | +$16K |
|
4195
Cerus
CERS
$280M
| $422K | ﹤0.01% |
242,336
+11,898
| +5% | +$20.7K |
|
4196
iShares International Developed Real Estate ETF
IFGL
$97M
| $421K | ﹤0.01% |
18,456
-2,889
| -14% | -$65.9K |
|
4197
Stagwell
STGW
$1.32B
| $421K | ﹤0.01% |
59,968
+21,306
| +55% | +$150K |
|
4198
LoveSac
LOVE
$261M
| $420K | ﹤0.01% |
14,676
+8,069
| +122% | +$231K |
|
4199
Global Industrial
GIC
$1.4B
| $420K | ﹤0.01% |
12,372
+4,524
| +58% | +$154K |
|
4200
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$282M
| $418K | ﹤0.01% |
+8,380
| New | +$418K |
|