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 | |
|---|---|---|---|---|---|---|
4401
Eve Holding
EVEX
$1.2B
| $184K | ﹤0.01% |
25,384
+11,086
| +78% | +$80.3K |
|
|
SNRH
4402
DELISTED
Senior Connect Acquisition Corp. I Class A Common Stock
SNRH
| $184K | ﹤0.01% |
18,257
-1,253
| -6% | -$12.6K |
|
4403
indie Semiconductor
INDI
$721M
| $183K | ﹤0.01% |
17,378
+6,299
| +57% | +$66.5K |
|
4404
Nuvation Bio
NUVB
$1.1B
| $183K | ﹤0.01% |
+110,354
| New | +$183K |
|
|
ME
4405
DELISTED
23andMe Holding Co
ME
| $183K | ﹤0.01% |
4,017
-2,945
| -42% | -$134K |
|
|
SLGC
4406
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $183K | ﹤0.01% |
71,647
+12,138
| +20% | +$31K |
|
4407
Vuzix
VUZI
$199M
| $183K | ﹤0.01% |
44,085
+12,346
| +39% | +$51.1K |
|
|
ZTR
4408
Virtus Total Return Fund
ZTR
$347M
| $182K | ﹤0.01% |
28,183
-306
| -1% | -$1.98K |
|
4409
SIGA Technologies
SIGA
$629M
| $182K | ﹤0.01% |
31,712
+21,808
| +220% | +$125K |
|
4410
Bread Financial
BFH
$2.96B
| $181K | ﹤0.01% |
5,985
-1,893
| -24% | -$57.4K |
|
|
CGAU
4411
Centerra Gold
CGAU
$1.94B
| $181K | ﹤0.01% |
27,993
+6,021
| +27% | +$39K |
|
4412
United States Gasoline Fund
UGA
$73.5M
| $181K | ﹤0.01% |
2,975
-33,234
| -92% | -$2.02M |
|
|
FLIC
4413
DELISTED
First of Long Island Corp
FLIC
| $181K | ﹤0.01% |
13,390
+2,050
| +18% | +$27.7K |
|
4414
Build-A-Bear
BBW
$959M
| $181K | ﹤0.01% |
7,775
+2,836
| +57% | +$65.9K |
|
|
AD
4415
Array Digital Infrastructure
AD
$4.18B
| $181K | ﹤0.01% |
8,710
+7,836
| +897% | +$162K |
|
|
ASA
4416
ASA Gold and Precious Metals
ASA
$773M
| $181K | ﹤0.01% |
11,261
-2,646
| -19% | -$42.4K |
|
4417
Merchants Bancorp
MBIN
$1.48B
| $180K | ﹤0.01% |
6,916
+686
| +11% | +$17.9K |
|
4418
Butterfly Network
BFLY
$466M
| $180K | ﹤0.01% |
95,770
+27,196
| +40% | +$51.1K |
|
4419
ALPS O'Shares Global Internet Giants ETF
OGIG
$169M
| $180K | ﹤0.01% |
6,261
-202
| -3% | -$5.81K |
|
4420
Direxion Daily Retail Bull 3X Shares
RETL
$39.9M
| $180K | ﹤0.01% |
24,374
-7,701
| -24% | -$56.8K |
|
4421
Columbia India Consumer ETF
INCO
$310M
| $179K | ﹤0.01% |
4,035
+27
| +0.7% | +$1.2K |
|
|
SMC
4422
Summit Midstream
SMC
$270M
| $179K | ﹤0.01% |
11,671
-3,455
| -23% | -$53K |
|
4423
Udemy
UDMY
$1.09B
| $179K | ﹤0.01% |
20,284
+10,054
| +98% | +$88.8K |
|
|
ERH
4424
Allspring Utilities & High Income Fund
ERH
$108M
| $179K | ﹤0.01% |
16,787
+1,789
| +12% | +$19.1K |
|
4425
Upland Software
UPLD
$71.9M
| $179K | ﹤0.01% |
41,535
+12,435
| +43% | +$53.5K |
|