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 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SVM
4301
Silvercorp Metals
SVM
$1.14B
| $213K | ﹤0.01% |
55,839
-19,058
| -25% | -$72.8K |
|
4302
VanEck Durable High Dividend ETF
DURA
$43.7M
| $213K | ﹤0.01% |
6,809
+6,485
| +2,002% | +$203K |
|
4303
Direxion Daily Energy Bear 2X Shares
ERY
$24.6M
| $213K | ﹤0.01% |
6,920
+4,678
| +209% | +$144K |
|
|
KSM
4304
DELISTED
DWS Strategic Municipal Income Trust
KSM
| $212K | ﹤0.01% |
25,022
+13,233
| +112% | +$112K |
|
4305
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.47B
| $212K | ﹤0.01% |
3,852
+374
| +11% | +$20.6K |
|
4306
ProShares Ultra High Yield
UJB
$6.33M
| $212K | ﹤0.01% |
3,392
+2,557
| +306% | +$160K |
|
|
NKG
4307
DELISTED
Nuveen Georgia Quality Municipal Income Fund
NKG
| $211K | ﹤0.01% |
20,753
+6,854
| +49% | +$69.7K |
|
4308
JPMorgan Inflation Managed Bond ETF
JCPI
$765M
| $211K | ﹤0.01% |
4,439
-5,235
| -54% | -$249K |
|
4309
GeoPark
GPRK
$308M
| $211K | ﹤0.01% |
18,543
-6,738
| -27% | -$76.5K |
|
|
CAF
4310
Morgan Stanley China A Share Fund
CAF
$272M
| $210K | ﹤0.01% |
14,649
+9,878
| +207% | +$142K |
|
4311
Aviat Networks
AVNW
$304M
| $210K | ﹤0.01% |
6,100
+1,920
| +46% | +$66.2K |
|
4312
Applovin
APP
$220B
| $210K | ﹤0.01% |
13,344
-82,935
| -86% | -$1.31M |
|
4313
Utah Medical Products
UTMD
$199M
| $210K | ﹤0.01% |
2,214
+624
| +39% | +$59.1K |
|
4314
Alignment Healthcare
ALHC
$3.28B
| $210K | ﹤0.01% |
32,975
-25,129
| -43% | -$160K |
|
4315
VanEck Digital Transformation ETF
DAPP
$349M
| $209K | ﹤0.01% |
45,043
+42,943
| +2,045% | +$199K |
|
4316
ImmunityBio
IBRX
$2.58B
| $208K | ﹤0.01% |
114,378
-254,225
| -69% | -$463K |
|
4317
Global X Blockchain ETF
BKCH
$311M
| $208K | ﹤0.01% |
+9,335
| New | +$208K |
|
|
MKFG
4318
DELISTED
Markforged Holding Corporation
MKFG
| $208K | ﹤0.01% |
21,649
-10,655
| -33% | -$102K |
|
4319
First Mid Bancshares
FMBH
$940M
| $208K | ﹤0.01% |
7,627
-859
| -10% | -$23.4K |
|
4320
Cue Biopharma
CUE
$51.6M
| $207K | ﹤0.01% |
58,029
+33,884
| +140% | +$121K |
|
|
MCHB
4321
Mechanics Bancorp
MCHB
$3.02B
| $206K | ﹤0.01% |
11,475
+4,091
| +55% | +$73.6K |
|
|
JHI
4322
John Hancock Investors Trust
JHI
$124M
| $206K | ﹤0.01% |
16,230
+1,070
| +7% | +$13.6K |
|
4323
Stoneridge
SRI
$237M
| $205K | ﹤0.01% |
10,985
-902
| -8% | -$16.9K |
|
4324
Aegon
AEG
$12.3B
| $205K | ﹤0.01% |
47,691
-63,926
| -57% | -$275K |
|
4325
Bank of Marin Bancorp
BMRC
$400M
| $205K | ﹤0.01% |
9,361
+918
| +11% | +$20.1K |
|