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 | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ARMN
4251
Aris Mining
ARMN
$1.92B
| $931K | ﹤0.01% |
265,955
+230,545
| +651% | +$807K |
|
4252
Soho House & Co
SHCO
$1.73B
| $929K | ﹤0.01% |
124,642
+57,916
| +87% | +$431K |
|
|
NYAX
4253
Nayax
NYAX
$1.76B
| $928K | ﹤0.01% |
31,808
+26,020
| +450% | +$759K |
|
4254
VanEck Mortgage REIT Income ETF
MORT
$328M
| $928K | ﹤0.01% |
87,336
+58,006
| +198% | +$616K |
|
4255
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $926K | ﹤0.01% |
21,588
+11,412
| +112% | +$489K |
|
4256
Porch Group
PRCH
$1.97B
| $925K | ﹤0.01% |
187,945
+151,984
| +423% | +$748K |
|
|
CBLL
4257
CeriBell Inc
CBLL
$449M
| $924K | ﹤0.01% |
+35,686
| New | +$924K |
|
|
AIV
4258
Aimco
AIV
$1.12B
| $923K | ﹤0.01% |
101,576
-502
| -0.5% | -$4.56K |
|
4259
Alliance Resource Partners
ARLP
$3.04B
| $923K | ﹤0.01% |
35,118
-57,879
| -62% | -$1.52M |
|
4260
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$179M
| $923K | ﹤0.01% |
42,483
+19,269
| +83% | +$419K |
|
4261
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$336M
| $919K | ﹤0.01% |
42,959
+12,020
| +39% | +$257K |
|
4262
WisdomTree International MidCap Dividend Fund
DIM
$159M
| $919K | ﹤0.01% |
15,123
-816
| -5% | -$49.6K |
|
4263
Entrada Therapeutics
TRDA
$206M
| $918K | ﹤0.01% |
53,091
+28,100
| +112% | +$486K |
|
4264
Virco
VIRC
$125M
| $918K | ﹤0.01% |
89,548
+37,396
| +72% | +$383K |
|
4265
Universal Insurance Holdings
UVE
$725M
| $915K | ﹤0.01% |
43,443
+2,141
| +5% | +$45.1K |
|
4266
Old Second Bancorp
OSBC
$942M
| $914K | ﹤0.01% |
51,403
+13,974
| +37% | +$248K |
|
4267
Ramaco Resources Class A
METC
$2B
| $912K | ﹤0.01% |
91,000
+73,452
| +419% | +$736K |
|
4268
VanEck Retail ETF
RTH
$262M
| $912K | ﹤0.01% |
4,067
-1,593
| -28% | -$357K |
|
|
NOAH
4269
Noah Holdings
NOAH
$772M
| $909K | ﹤0.01% |
+77,643
| New | +$909K |
|
4270
Amplify Cybersecurity ETF
HACK
$2.37B
| $907K | ﹤0.01% |
12,170
+5,146
| +73% | +$383K |
|
4271
Alico
ALCO
$256M
| $906K | ﹤0.01% |
34,957
+25,391
| +265% | +$658K |
|
4272
Republic Bancorp
RBCAA
$1.46B
| $905K | ﹤0.01% |
12,954
+2,061
| +19% | +$144K |
|
4273
Arcturus Therapeutics
ARCT
$556M
| $901K | ﹤0.01% |
53,071
+213
| +0.4% | +$3.62K |
|
|
HSPTU
4274
Horizon Space Acquisition II Corp Units
HSPTU
$65.1M
| $899K | ﹤0.01% |
+89,513
| New | +$899K |
|
4275
Olaplex Holdings
OLPX
$947M
| $897K | ﹤0.01% |
518,368
+422,432
| +440% | +$731K |
|