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 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4501
Integral Ad Science
IAS
$1.42B
| $161K | ﹤0.01% |
11,283
+498
| +5% | +$7.11K |
|
|
INST
4502
DELISTED
Instructure Holdings, Inc.
INST
| $161K | ﹤0.01% |
6,215
+5,982
| +2,567% | +$155K |
|
|
PIM
4503
Putnam Master Intermediate Income Trust
PIM
$166M
| $161K | ﹤0.01% |
50,609
-15,309
| -23% | -$48.7K |
|
4504
FT Vest US Equity Buffer ETF September
FSEP
$964M
| $161K | ﹤0.01% |
4,550
+3,304
| +265% | +$117K |
|
4505
LCNB Corp
LCNB
$227M
| $161K | ﹤0.01% |
9,837
-56
| -0.6% | -$915 |
|
|
OLK
4506
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $161K | ﹤0.01% |
7,127
+1,382
| +24% | +$31.1K |
|
4507
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$51.7M
| $160K | ﹤0.01% |
2,334
-3,232
| -58% | -$222K |
|
|
PACW
4508
DELISTED
PacWest Bancorp
PACW
| $160K | ﹤0.01% |
16,470
+1,983
| +14% | +$19.3K |
|
4509
Senseonics Holdings
SENS
$375M
| $160K | ﹤0.01% |
225,483
+77,788
| +53% | +$55.2K |
|
4510
Similarweb
SMWB
$822M
| $160K | ﹤0.01% |
23,666
+21,700
| +1,104% | +$147K |
|
|
DUNEU
4511
DELISTED
Dune Acquisition Corporation Unit
DUNEU
| $160K | ﹤0.01% |
16,213
| – | – |
|
|
DHC
4512
Diversified Healthcare Trust
DHC
$1.11B
| $160K | ﹤0.01% |
118,289
+11,168
| +10% | +$15.1K |
|
4513
Solid Power
SLDP
$756M
| $160K | ﹤0.01% |
53,000
+52,900
| +52,900% | +$159K |
|
4514
Capital City Bank Group
CCBG
$739M
| $159K | ﹤0.01% |
5,439
-71
| -1% | -$2.08K |
|
4515
Surmodics
SRDX
$463M
| $159K | ﹤0.01% |
6,973
+2,658
| +62% | +$60.5K |
|
4516
Babcock & Wilcox
BW
$331M
| $158K | ﹤0.01% |
26,143
+4,741
| +22% | +$28.7K |
|
4517
Garrett Motion
GTX
$2.74B
| $158K | ﹤0.01% |
20,674
-1,387
| -6% | -$10.6K |
|
4518
Amplify Online Retail ETF
IBUY
$165M
| $158K | ﹤0.01% |
3,584
+737
| +26% | +$32.6K |
|
|
GUG
4519
Guggenheim Active Allocation Fund
GUG
$513M
| $158K | ﹤0.01% |
11,254
-426
| -4% | -$5.98K |
|
4520
Alaunos Therapeutics
TCRT
$5.34M
| $158K | ﹤0.01% |
1,672
-140
| -8% | -$13.2K |
|
4521
Gadsden Dynamic Multi-Asset ETF
GDMA
$154M
| $158K | ﹤0.01% |
+5,360
| New | +$158K |
|
4522
Douglas Elliman
DOUG
$263M
| $157K | ﹤0.01% |
53,055
+16,752
| +46% | +$49.6K |
|
|
SKE
4523
Skeena Resources
SKE
$2.08B
| $157K | ﹤0.01% |
25,667
+15,684
| +157% | +$95.8K |
|
4524
Axos Financial
AX
$5B
| $156K | ﹤0.01% |
4,238
+788
| +23% | +$29.1K |
|
4525
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$54.8M
| $156K | ﹤0.01% |
10,689
-177
| -2% | -$2.58K |
|