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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CDMO
4401
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $184K | ﹤0.01% |
34,653
+16,114
| +87% | +$85.6K |
|
|
INWK
4402
DELISTED
InnerWorkings, Inc.
INWK
| $184K | ﹤0.01% |
41,431
+29,459
| +246% | +$131K |
|
|
NE
4403
DELISTED
Noble Corporation
NE
| $184K | ﹤0.01% |
145,067
-75,780
| -34% | -$96.1K |
|
4404
Emerald Holding
EEX
$1.02B
| $183K | ﹤0.01% |
18,842
+14,116
| +299% | +$137K |
|
4405
ProShares UltraShort Euro
EUO
$33.3M
| $183K | ﹤0.01% |
6,528
+1,743
| +36% | +$48.9K |
|
4406
LendingClub
LC
$2.02B
| $183K | ﹤0.01% |
13,987
+861
| +7% | +$11.3K |
|
4407
iShares MSCI Global Metals & Mining Producers ETF
PICK
$816M
| $183K | ﹤0.01% |
6,895
-20,123
| -74% | -$534K |
|
4408
ProShares UltraPro Short S&P 500
SPXU
$575M
| $183K | ﹤0.01% |
+281
| New | +$183K |
|
4409
Celsius Holdings
CELH
$14.2B
| $182K | ﹤0.01% |
157,305
+33,855
| +27% | +$39.2K |
|
4410
OptimizeRx
OPRX
$351M
| $182K | ﹤0.01% |
12,603
+10,441
| +483% | +$151K |
|
4411
Shore Bancshares
SHBI
$583M
| $182K | ﹤0.01% |
11,809
+6,377
| +117% | +$98.3K |
|
4412
SEACOR Marine Holdings
SMHI
$195M
| $182K | ﹤0.01% |
14,505
+10,382
| +252% | +$130K |
|
4413
Veritone
VERI
$287M
| $182K | ﹤0.01% |
51,000
+19,938
| +64% | +$71.2K |
|
4414
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$422M
| $181K | ﹤0.01% |
12,940
-270
| -2% | -$3.78K |
|
4415
CNX Resources
CNX
$4.39B
| $180K | ﹤0.01% |
24,712
-360,625
| -94% | -$2.63M |
|
4416
Universal Logistics Holdings
ULH
$655M
| $180K | ﹤0.01% |
7,714
+5,145
| +200% | +$120K |
|
|
SYG
4417
DELISTED
SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust
SYG
| $180K | ﹤0.01% |
2,209
+112
| +5% | +$9.13K |
|
4418
JPMorgan BetaBuilders Europe ETF
BBEU
$4.19B
| $179K | ﹤0.01% |
3,789
+334
| +10% | +$15.8K |
|
4419
ProShares Trust Short MSCI EAFE
EFZ
$7.87M
| $179K | ﹤0.01% |
6,820
-27,819
| -80% | -$730K |
|
|
PWOD
4420
DELISTED
Penns Woods Bancorp
PWOD
| – | – |
-1,575
| Closed | -$48K |
|
4421
TherapeuticsMD
TXMD
$12.5M
| $179K | ﹤0.01% |
986
+128
| +15% | +$23.2K |
|
|
FNI
4422
DELISTED
First Trust Chindia ETF
FNI
| $179K | ﹤0.01% |
5,215
-12,468
| -71% | -$428K |
|
4423
BeyondSpring
BYSI
$69.4M
| $178K | ﹤0.01% |
9,811
+7,879
| +408% | +$143K |
|
4424
Ceco Environmental
CECO
$1.81B
| $178K | ﹤0.01% |
25,454
+17,005
| +201% | +$119K |
|
4425
Mizuho Financial
MFG
$81.8B
| $178K | ﹤0.01% |
57,956
-3,448
| -6% | -$10.6K |
|