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 | |
|---|---|---|---|---|---|---|
|
JMIA
4426
Jumia Technologies
JMIA
$1.42B
| $156K | ﹤0.01% |
59,162
-42,428
| -42% | -$112K |
|
4427
NMI Holdings
NMIH
$3.06B
| $156K | ﹤0.01% |
5,755
-57,998
| -91% | -$1.57M |
|
4428
ZimVie
ZIMV
$533M
| $156K | ﹤0.01% |
16,566
-508
| -3% | -$4.78K |
|
|
BRT
4429
BRT Apartments
BRT
$291M
| $156K | ﹤0.01% |
9,023
-1,561
| -15% | -$27K |
|
4430
X4 Pharmaceuticals
XFOR
$71.2M
| $156K | ﹤0.01% |
4,758
+4,674
| +5,564% | +$153K |
|
|
NYAX
4431
Nayax
NYAX
$1.76B
| $155K | ﹤0.01% |
6,355
+5,474
| +621% | +$133K |
|
4432
VanEck Merk Gold Trust
OUNZ
$2.02B
| $155K | ﹤0.01% |
+8,652
| New | +$155K |
|
|
ALLK
4433
DELISTED
Allakos
ALLK
| $155K | ﹤0.01% |
68,186
+4,787
| +8% | +$10.9K |
|
4434
Vident US Bond Strategy ETF
VBND
$474M
| $154K | ﹤0.01% |
+3,700
| New | +$154K |
|
|
OSG
4435
DELISTED
Overseas Shipholding Group Inc.
OSG
| $154K | ﹤0.01% |
35,120
+32,122
| +1,071% | +$141K |
|
4436
Sierra Bancorp
BSRR
$412M
| $154K | ﹤0.01% |
8,125
-303
| -4% | -$5.75K |
|
4437
Legacy Housing
LEGH
$650M
| $154K | ﹤0.01% |
7,926
+155
| +2% | +$3.01K |
|
4438
Donegal Group Class A
DGICA
$706M
| $154K | ﹤0.01% |
10,790
-2,048
| -16% | -$29.2K |
|
4439
Piper Sandler
PIPR
$6.48B
| $154K | ﹤0.01% |
1,058
-12,574
| -92% | -$1.83M |
|
|
SMC
4440
Summit Midstream
SMC
$270M
| $154K | ﹤0.01% |
11,101
+286
| +3% | +$3.96K |
|
4441
PureCycle Technologies
PCT
$2.51B
| $153K | ﹤0.01% |
27,345
-8,033
| -23% | -$45.1K |
|
4442
OraSure Technologies
OSUR
$247M
| $153K | ﹤0.01% |
25,857
-30,043
| -54% | -$178K |
|
4443
Organogenesis Holdings
ORGO
$581M
| $153K | ﹤0.01% |
48,047
+46,046
| +2,301% | +$146K |
|
4444
ProShares UltraShort Silver
ZSL
$18.3M
| $153K | ﹤0.01% |
+1,771
| New | +$153K |
|
|
JBIO
4445
Jade Biosciences
JBIO
$242M
| $152K | ﹤0.01% |
320
+234
| +272% | +$111K |
|
|
BFS
4446
Saul Centers
BFS
$773M
| $152K | ﹤0.01% |
4,309
-6,196
| -59% | -$219K |
|
4447
Direxion Daily Real Estate Bear 3X Shares
DRV
$43.1M
| $152K | ﹤0.01% |
2,522
-1,808
| -42% | -$109K |
|
4448
Investors Title Co
ITIC
$480M
| $152K | ﹤0.01% |
1,026
+18
| +2% | +$2.67K |
|
4449
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$464M
| $151K | ﹤0.01% |
7,357
+66
| +0.9% | +$1.36K |
|
|
SMMF
4450
DELISTED
Summit Financial Group, Inc.
SMMF
| $151K | ﹤0.01% |
6,714
+296
| +5% | +$6.67K |
|