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 |
NVIDIA
NVDA
|
+$1.37B |
| 2 |
Apple
AAPL
|
+$1.22B |
| 3 |
Microsoft
MSFT
|
+$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$885M |
| 5 |
Nike
NKE
|
+$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$263M |
| 5 |
NRG Energy
NRG
|
+$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4426
PIMCO Multi Sector Bond Active ETF
PYLD
$7.57B
| $236K | ﹤0.01% |
+9,193
| New | +$236K |
|
|
BPT
4427
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
| $236K | ﹤0.01% |
95,353
+31,993
| +50% | +$79K |
|
4428
Financial Institutions
FISI
$544M
| $235K | ﹤0.01% |
12,182
-4,046
| -25% | -$78.2K |
|
4429
GeneDx Holdings
WGS
$3.72B
| $235K | ﹤0.01% |
8,991
+8,616
| +2,298% | +$225K |
|
|
BGH
4430
Barings Global Short Duration High Yield Fund
BGH
$334M
| $235K | ﹤0.01% |
16,236
-255
| -2% | -$3.69K |
|
4431
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$28.1M
| $234K | ﹤0.01% |
10,050
+10,024
| +38,554% | +$234K |
|
4432
GS ActiveBeta US Small Cap Equity ETF
GSSC
$654M
| $233K | ﹤0.01% |
3,683
+3,544
| +2,550% | +$225K |
|
4433
NextNav
NN
$2.27B
| $233K | ﹤0.01% |
28,760
-33,688
| -54% | -$273K |
|
4434
Spire Global
SPIR
$327M
| $233K | ﹤0.01% |
21,505
+15,510
| +259% | +$168K |
|
4435
Enlight Renewable Energy
ENLT
$3.85B
| $233K | ﹤0.01% |
14,410
-44,214
| -75% | -$714K |
|
4436
CVRx
CVRX
$187M
| $232K | ﹤0.01% |
19,388
+7,893
| +69% | +$94.6K |
|
|
HPP
4437
Hudson Pacific Properties
HPP
$1.05B
| $232K | ﹤0.01% |
48,312
-131,017
| -73% | -$630K |
|
4438
Direxion Daily 7-10 Year Treasury Bull 3X Shares
TYD
$52.2M
| $231K | ﹤0.01% |
9,290
+90
| +1% | +$2.24K |
|
|
YALA
4439
Yalla Group
YALA
$1.18B
| $231K | ﹤0.01% |
50,765
+48,012
| +1,744% | +$218K |
|
4440
Main Sector Rotation ETF
SECT
$2.31B
| $231K | ﹤0.01% |
+4,520
| New | +$231K |
|
4441
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$55.4M
| $231K | ﹤0.01% |
2,640
+697
| +36% | +$60.9K |
|
4442
Oak Valley Bancorp
OVLY
$235M
| $230K | ﹤0.01% |
9,208
-3,574
| -28% | -$89.2K |
|
4443
Paymentus
PAY
$4.33B
| $230K | ﹤0.01% |
12,100
+7,204
| +147% | +$137K |
|
4444
Aviat Networks
AVNW
$304M
| $230K | ﹤0.01% |
8,011
-3,503
| -30% | -$101K |
|
4445
EVgo
EVGO
$599M
| $230K | ﹤0.01% |
93,810
-25,022
| -21% | -$61.3K |
|
|
YMAB
4446
DELISTED
Y-mAbs Therapeutics
YMAB
| $230K | ﹤0.01% |
19,004
-18,543
| -49% | -$224K |
|
4447
ProShares Large Cap Core Plus
CSM
$479M
| $229K | ﹤0.01% |
+3,687
| New | +$229K |
|
4448
MeridianLink
MLNK
$1.48B
| $228K | ﹤0.01% |
10,684
-16,461
| -61% | -$352K |
|
4449
Invesco KBW Property & Casualty Insurance ETF
KBWP
$473M
| $228K | ﹤0.01% |
2,227
+1,198
| +116% | +$123K |
|
4450
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$496M
| $228K | ﹤0.01% |
9,793
-1,227
| -11% | -$28.6K |
|