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 | |
|---|---|---|---|---|---|---|
4426
ProShares Ultra 20+ Year Treasury
UBT
$103M
| $178K | ﹤0.01% |
+3,372
| New | +$178K |
|
4427
FVCBankcorp
FVCB
$250M
| $177K | ﹤0.01% |
12,630
+10,534
| +503% | +$148K |
|
4428
Liquidity Services
LQDT
$882M
| $177K | ﹤0.01% |
23,963
+12,528
| +110% | +$92.5K |
|
|
MFSF
4429
DELISTED
MutualFirst Financial Inc
MFSF
| $177K | ﹤0.01% |
5,603
+4,531
| +423% | +$143K |
|
4430
Boston Omaha
BOC
$425M
| $177K | ﹤0.01% |
8,916
+5,909
| +197% | +$117K |
|
4431
Pediatrix Medical
MD
$1.44B
| $176K | ﹤0.01% |
7,780
-116,860
| -94% | -$2.64M |
|
4432
Talphera
TLPH
$19.2M
| $176K | ﹤0.01% |
3,991
+1,555
| +64% | +$68.6K |
|
4433
Union Bankshares
UNB
$118M
| $176K | ﹤0.01% |
5,554
+1,346
| +32% | +$42.7K |
|
|
ENZ
4434
DELISTED
Enzo Biochem, Inc.
ENZ
| $176K | ﹤0.01% |
48,938
+28,140
| +135% | +$101K |
|
|
GRTS
4435
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
| $175K | ﹤0.01% |
20,303
+15,801
| +351% | +$136K |
|
|
EIGR
4436
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $175K | ﹤0.01% |
570
+553
| +3,253% | +$170K |
|
|
GSKY
4437
DELISTED
GreenSky, Inc. Class A Common Stock
GSKY
| $175K | ﹤0.01% |
25,574
+47
| +0.2% | +$322 |
|
|
SBBX
4438
DELISTED
SB One Bancorp Common Stock
SBBX
| $175K | ﹤0.01% |
7,764
+4,087
| +111% | +$92.1K |
|
4439
ARK Israel Innovative Technology ETF
IZRL
$123M
| $175K | ﹤0.01% |
8,464
-3,942
| -32% | -$81.5K |
|
4440
iShares MSCI Norway ETF
ENOR
$42M
| $174K | ﹤0.01% |
7,462
+6,315
| +551% | +$147K |
|
4441
Global X Guru Index ETF
GURU
$55.3M
| $174K | ﹤0.01% |
5,240
-610
| -10% | -$20.3K |
|
4442
Preformed Line Products
PLPC
$1.01B
| $174K | ﹤0.01% |
3,182
+2,638
| +485% | +$144K |
|
|
RIBT
4443
DELISTED
RiceBran Technologies
RIBT
| $174K | ﹤0.01% |
6,798
-335
| -5% | -$8.58K |
|
|
LBC
4444
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $174K | ﹤0.01% |
15,411
+11,646
| +309% | +$131K |
|
4445
Ardelyx
ARDX
$1.55B
| $173K | ﹤0.01% |
36,866
+23,880
| +184% | +$112K |
|
4446
First Capital
FCAP
$152M
| $173K | ﹤0.01% |
2,987
+2,047
| +218% | +$119K |
|
|
GLV
4447
Clough Global Dividend & Income Fund
GLV
$73.7M
| $173K | ﹤0.01% |
15,988
+489
| +3% | +$5.29K |
|
4448
Nuveen CA Select Tax-Free Income Portfolio
NXC
$83M
| $173K | ﹤0.01% |
11,000
| – | – |
|
4449
ProShares UltraPro MidCap400
UMDD
$31M
| $173K | ﹤0.01% |
8,405
+1,190
| +16% | +$24.5K |
|
4450
Unity Bancorp
UNTY
$539M
| $173K | ﹤0.01% |
7,813
+5,349
| +217% | +$118K |
|