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 |
Invesco QQQ Trust
QQQ
|
+$425M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$375M |
| 3 |
CRH
CRH
|
+$264M |
| 4 |
Advanced Micro Devices
AMD
|
+$216M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$205M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$523M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$455M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$382M |
| 4 |
Microsoft
MSFT
|
+$350M |
| 5 |
UnitedHealth
UNH
|
+$320M |
Sector Composition
| 1 | Technology | 16.51% |
| 2 | Financials | 8.9% |
| 3 | Healthcare | 8.35% |
| 4 | Consumer Discretionary | 6.66% |
| 5 | Industrials | 5.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4401
Five Star Bancorp
FSBC
$721M
| $162K | ﹤0.01% |
8,097
-464
| -5% | -$9.31K |
|
4402
Lemonade
LMND
$4.5B
| $162K | ﹤0.01% |
13,973
+1,217
| +10% | +$14.1K |
|
4403
Vuzix
VUZI
$199M
| $162K | ﹤0.01% |
44,690
-46,460
| -51% | -$169K |
|
4404
Northeast Bank
NBN
$938M
| $162K | ﹤0.01% |
3,673
-802
| -18% | -$35.4K |
|
4405
SPDR Portfolio High Yield Bond ETF
SPHY
$9.22B
| $162K | ﹤0.01% |
7,219
+7,006
| +3,289% | +$157K |
|
4406
TechTarget
TTGT
$481M
| $162K | ﹤0.01% |
5,331
-16,896
| -76% | -$513K |
|
4407
Butterfly Network
BFLY
$466M
| $162K | ﹤0.01% |
136,917
-14,181
| -9% | -$16.7K |
|
4408
ProShares Short 20+ Year Treasury ETF
TBF
$69.9M
| $161K | ﹤0.01% |
6,418
+5,683
| +773% | +$143K |
|
4409
Babcock & Wilcox
BW
$331M
| $161K | ﹤0.01% |
38,215
-163
| -0.4% | -$686 |
|
4410
Innovator IBD 50 ETF
FFTY
$82.4M
| $161K | ﹤0.01% |
7,189
-3,200
| -31% | -$71.6K |
|
4411
Climb Global Solutions
CLMB
$610M
| $161K | ﹤0.01% |
3,739
-1,652
| -31% | -$71.1K |
|
4412
Myers Industries
MYE
$619M
| $161K | ﹤0.01% |
8,955
-18,415
| -67% | -$330K |
|
|
UCB
4413
United Community Banks
UCB
$3.92B
| $160K | ﹤0.01% |
6,304
-51,754
| -89% | -$1.32M |
|
|
PRSU
4414
Pursuit Attractions and Hospitality Inc
PRSU
$1.04B
| $160K | ﹤0.01% |
6,108
-8,787
| -59% | -$230K |
|
4415
United States Copper Index Fund
CPER
$226M
| $160K | ﹤0.01% |
6,945
+84
| +1% | +$1.93K |
|
4416
Nuveen Municipal Income
NMI
$102M
| $159K | ﹤0.01% |
18,535
+3,480
| +23% | +$29.9K |
|
4417
Invesco DB Precious Metals Fund
DBP
$211M
| $159K | ﹤0.01% |
3,353
-3,319
| -50% | -$158K |
|
4418
Peoples Financial Services
PFIS
$513M
| $159K | ﹤0.01% |
3,962
-151
| -4% | -$6.06K |
|
4419
TeraWulf
WULF
$4.48B
| $159K | ﹤0.01% |
125,818
+33,624
| +36% | +$42.4K |
|
4420
ProShares Short High Yield
SJB
$68.2M
| $158K | ﹤0.01% |
8,575
+2,711
| +46% | +$50K |
|
4421
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$28.1M
| $157K | ﹤0.01% |
2,075
+1,867
| +898% | +$141K |
|
|
CSTR
4422
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $157K | ﹤0.01% |
11,065
-564
| -5% | -$8K |
|
4423
Domo
DOMO
$745M
| $157K | ﹤0.01% |
15,974
-7,095
| -31% | -$69.6K |
|
4424
Hanmi Financial
HAFC
$759M
| $157K | ﹤0.01% |
9,654
-3,035
| -24% | -$49.3K |
|
4425
Liquidia Corp
LQDA
$2.05B
| $156K | ﹤0.01% |
24,666
-9,555
| -28% | -$60.6K |
|