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 | |
|---|---|---|---|---|---|---|
4501
Replimune Group
REPL
$252M
| $209K | ﹤0.01% |
23,227
-344,759
| -94% | -$3.1M |
|
4502
Adtran
ADTN
$760M
| $209K | ﹤0.01% |
39,732
-25,205
| -39% | -$133K |
|
4503
Amplify Junior Silver Miners ETF
SILJ
$2.34B
| $209K | ﹤0.01% |
18,450
-5,639
| -23% | -$63.8K |
|
4504
SmartRent
SMRT
$297M
| $209K | ﹤0.01% |
87,338
-979,391
| -92% | -$2.34M |
|
4505
Fonar
FONR
$95.3M
| $208K | ﹤0.01% |
13,027
+10,815
| +489% | +$173K |
|
4506
SPDR Bloomberg International Corporate Bond ETF
IBND
$456M
| $208K | ﹤0.01% |
7,247
-441
| -6% | -$12.7K |
|
4507
iRadimed
IRMD
$897M
| $208K | ﹤0.01% |
4,728
-3,747
| -44% | -$165K |
|
4508
WisdomTree Emerging Markets Multifactor Fund
EMMF
$126M
| $208K | ﹤0.01% |
+7,505
| New | +$208K |
|
4509
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$688M
| $207K | ﹤0.01% |
10,061
+4,690
| +87% | +$96.7K |
|
4510
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$168M
| $207K | ﹤0.01% |
3,223
-533
| -14% | -$34.2K |
|
4511
Clear Channel Outdoor Holdings
CCO
$696M
| $206K | ﹤0.01% |
146,353
-387,156
| -73% | -$546K |
|
4512
Limoneira
LMNR
$272M
| $206K | ﹤0.01% |
9,900
-12,462
| -56% | -$259K |
|
4513
AdvisorShares Pure US Cannabis ETF
MSOS
$791M
| $206K | ﹤0.01% |
28,092
-256,441
| -90% | -$1.88M |
|
4514
AXT Inc
AXTI
$200M
| $206K | ﹤0.01% |
60,826
+48,346
| +387% | +$163K |
|
4515
RPC Inc
RES
$995M
| $206K | ﹤0.01% |
32,885
-65,642
| -67% | -$410K |
|
4516
Adaptive Biotechnologies
ADPT
$2.03B
| $205K | ﹤0.01% |
56,631
-86,984
| -61% | -$315K |
|
4517
Shoe Carnival
SCVL
$615M
| $204K | ﹤0.01% |
5,532
-4,663
| -46% | -$172K |
|
|
NXDR
4518
Nextdoor Holdings
NXDR
$895M
| $204K | ﹤0.01% |
73,384
-556,951
| -88% | -$1.55M |
|
4519
ATN International
ATNI
$232M
| $204K | ﹤0.01% |
8,928
-3,059
| -26% | -$69.7K |
|
4520
Superior Group of Companies
SGC
$180M
| $203K | ﹤0.01% |
10,755
+9,227
| +604% | +$174K |
|
4521
Ryde Group
RYDE
$12.6M
| $202K | ﹤0.01% |
+33,172
| New | +$202K |
|
4522
E.W. Scripps
SSP
$254M
| $202K | ﹤0.01% |
64,383
+12,433
| +24% | +$39K |
|
4523
The Honest Company
HNST
$436M
| $202K | ﹤0.01% |
69,008
+67,152
| +3,618% | +$196K |
|
4524
Surmodics
SRDX
$463M
| $201K | ﹤0.01% |
4,793
-9,882
| -67% | -$415K |
|
|
LX
4525
LexinFintech Holdings
LX
$971M
| $200K | ﹤0.01% |
121,448
+90,399
| +291% | +$149K |
|