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 | |
|---|---|---|---|---|---|---|
|
FRLN
4476
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
| $147K | ﹤0.01% |
34,204
+871
| +3% | +$3.75K |
|
4477
Apellis Pharmaceuticals
APLS
$2.91B
| $147K | ﹤0.01% |
3,866
-92,589
| -96% | -$3.52M |
|
4478
ProShares Ultra MSCI Emerging Markets
EET
$26.6M
| $147K | ﹤0.01% |
+3,260
| New | +$147K |
|
4479
Bowman Consulting
BWMN
$740M
| $146K | ﹤0.01% |
5,224
-1,537
| -23% | -$43.1K |
|
|
LX
4480
LexinFintech Holdings
LX
$971M
| $146K | ﹤0.01% |
66,148
+41,374
| +167% | +$91.4K |
|
4481
ACNB Corp
ACNB
$473M
| $146K | ﹤0.01% |
4,624
-1,113
| -19% | -$35.2K |
|
|
ACB
4482
Aurora Cannabis
ACB
$286M
| $146K | ﹤0.01% |
24,970
+24,148
| +2,938% | +$141K |
|
4483
Destination XL Group
DXLG
$74.4M
| $146K | ﹤0.01% |
32,505
-1,318
| -4% | -$5.91K |
|
4484
VanEck Brazil Small-Cap ETF
BRF
$22.2M
| $145K | ﹤0.01% |
8,867
+8,264
| +1,370% | +$135K |
|
|
LSEA
4485
DELISTED
Landsea Homes
LSEA
| $145K | ﹤0.01% |
16,129
+213
| +1% | +$1.92K |
|
4486
Enanta Pharmaceuticals
ENTA
$163M
| $145K | ﹤0.01% |
12,958
-30,537
| -70% | -$341K |
|
4487
MicroSectors Travel 3x Leveraged ETN
FLYU
$9.52M
| $145K | ﹤0.01% |
4,776
+2,133
| +81% | +$64.6K |
|
4488
Cushman & Wakefield
CWK
$3.85B
| $144K | ﹤0.01% |
18,962
-77,379
| -80% | -$590K |
|
4489
Pyxis Tankers
PXS
$30.1M
| $144K | ﹤0.01% |
38,836
+38,794
| +92,367% | +$144K |
|
4490
BCB Bancorp
BCBP
$149M
| $144K | ﹤0.01% |
12,968
+389
| +3% | +$4.33K |
|
4491
Universal Logistics Holdings
ULH
$646M
| $144K | ﹤0.01% |
5,703
-4,891
| -46% | -$123K |
|
|
PHD
4492
Pioneer Floating Rate Fund
PHD
$123M
| $144K | ﹤0.01% |
15,929
+3,320
| +26% | +$29.9K |
|
|
NOVA
4493
DELISTED
Sunnova Energy
NOVA
| $143K | ﹤0.01% |
13,690
-218,907
| -94% | -$2.29M |
|
4494
Werner Enterprises
WERN
$1.62B
| $143K | ﹤0.01% |
3,675
-75,463
| -95% | -$2.94M |
|
4495
Wave Life Sciences
WVE
$1.1B
| $143K | ﹤0.01% |
24,883
+7,201
| +41% | +$41.4K |
|
4496
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$51.7M
| $142K | ﹤0.01% |
2,198
-160
| -7% | -$10.4K |
|
|
EDF
4497
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$158M
| $142K | ﹤0.01% |
32,225
+3,751
| +13% | +$16.6K |
|
4498
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
$2.14B
| $142K | ﹤0.01% |
2,271
+2,222
| +4,535% | +$139K |
|
4499
Aemetis
AMTX
$154M
| $142K | ﹤0.01% |
34,172
+34,059
| +30,141% | +$141K |
|
4500
Eltek
ELTK
$70.6M
| $142K | ﹤0.01% |
14,966
+14,862
| +14,290% | +$141K |
|