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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4501
Franklin FTSE South Korea ETF
FLKR
$189M
| $261K | ﹤0.01% |
12,294
+11,894
| +2,974% | +$252K |
|
4502
Eastern Company
EML
$155M
| $260K | ﹤0.01% |
8,027
+2,721
| +51% | +$88.3K |
|
4503
Varex Imaging
VREX
$510M
| $260K | ﹤0.01% |
21,789
-53,421
| -71% | -$637K |
|
4504
Timothy Plan High Dividend Stock Enhanced ETF
TPHE
$24.4M
| $259K | ﹤0.01% |
10,102
-33
| -0.3% | -$847 |
|
4505
Freedom Holding
FRHC
$10.4B
| $259K | ﹤0.01% |
2,735
+184
| +7% | +$17.4K |
|
4506
First Watch Restaurant Group
FWRG
$973M
| $259K | ﹤0.01% |
16,582
+2,195
| +15% | +$34.2K |
|
4507
Establishment Labs
ESTA
$1.14B
| $258K | ﹤0.01% |
5,972
+2,517
| +73% | +$109K |
|
4508
Pacer Trendpilot European Index ETF
PTEU
$35.3M
| $258K | ﹤0.01% |
9,263
-522
| -5% | -$14.5K |
|
4509
Tyra Biosciences
TYRA
$666M
| $258K | ﹤0.01% |
10,964
+3,389
| +45% | +$79.7K |
|
4510
Global X MSCI Greece ETF
GREK
$307M
| $257K | ﹤0.01% |
5,940
+4,459
| +301% | +$193K |
|
|
PINE
4511
Alpine Income Property Trust
PINE
$205M
| $256K | ﹤0.01% |
14,056
+8,132
| +137% | +$148K |
|
4512
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$496M
| $255K | ﹤0.01% |
10,928
+1,135
| +12% | +$26.4K |
|
4513
SmartRent
SMRT
$297M
| $255K | ﹤0.01% |
147,157
+59,819
| +68% | +$103K |
|
4514
ActivePassive US Equity ETF
APUE
$2.09B
| $254K | ﹤0.01% |
7,217
+4,492
| +165% | +$158K |
|
4515
OPAL Fuels
OPAL
$63.8M
| $254K | ﹤0.01% |
69,558
+2,786
| +4% | +$10.2K |
|
4516
Arq
ARQ
$314M
| $254K | ﹤0.01% |
43,233
+2,786
| +7% | +$16.4K |
|
4517
Plumas Bancorp
PLBC
$301M
| $254K | ﹤0.01% |
6,221
+936
| +18% | +$38.2K |
|
|
GAM
4518
General American Investors Company
GAM
$1.44B
| $254K | ﹤0.01% |
4,731
-1,647
| -26% | -$88.3K |
|
|
NNE
4519
Nano Nuclear Energy
NNE
$1.93B
| $253K | ﹤0.01% |
17,524
+16,324
| +1,360% | +$235K |
|
4520
Cars.com
CARS
$822M
| $252K | ﹤0.01% |
15,063
+7,261
| +93% | +$122K |
|
4521
Anterix
ATEX
$417M
| $251K | ﹤0.01% |
6,659
-1,114
| -14% | -$42K |
|
4522
Spok Holdings
SPOK
$359M
| $250K | ﹤0.01% |
16,595
-7,700
| -32% | -$116K |
|
|
KC
4523
Kingsoft Cloud Holdings
KC
$4.51B
| $250K | ﹤0.01% |
84,951
+15,872
| +23% | +$46.7K |
|
|
ONL
4524
Orion Office REIT
ONL
$154M
| $249K | ﹤0.01% |
62,168
+3,623
| +6% | +$14.5K |
|
4525
FuelCell Energy
FCEL
$270M
| $248K | ﹤0.01% |
21,795
-11,093
| -34% | -$126K |
|