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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4526
Parke Bancorp
PKBK
$267M
| $157K | ﹤0.01% |
7,795
+4,868
| +166% | +$98K |
|
4527
TransAlta
TAC
$3.99B
| $157K | ﹤0.01% |
24,189
-51,996
| -68% | -$337K |
|
|
MLVF
4528
DELISTED
Malvern Bancorp, Inc.
MLVF
| $157K | ﹤0.01% |
7,182
+4,483
| +166% | +$98K |
|
4529
Stagwell
STGW
$1.37B
| $156K | ﹤0.01% |
55,513
+25,774
| +87% | +$72.4K |
|
4530
Mid Penn Bancorp
MPB
$728M
| $155K | ﹤0.01% |
6,066
+3,487
| +135% | +$89.1K |
|
4531
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$240M
| $155K | ﹤0.01% |
102
-182
| -64% | -$277K |
|
|
TCFC
4532
DELISTED
The Community Financial Corporation Common Stock
TCFC
| $155K | ﹤0.01% |
4,618
+3,252
| +238% | +$109K |
|
|
GPX
4533
DELISTED
GP Strategies Corp.
GPX
| $155K | ﹤0.01% |
12,070
+6,769
| +128% | +$86.9K |
|
|
MFNC
4534
DELISTED
Mackinac Financial Corporation
MFNC
| $155K | ﹤0.01% |
10,052
+5,389
| +116% | +$83.1K |
|
|
HSKA
4535
DELISTED
Heska Corp
HSKA
| $155K | ﹤0.01% |
2,187
+210
| +11% | +$14.9K |
|
4536
Clearwater Paper
CLW
$351M
| $154K | ﹤0.01% |
7,291
+4,482
| +160% | +$94.7K |
|
4537
Geron
GERN
$842M
| $154K | ﹤0.01% |
116,034
+104,106
| +873% | +$138K |
|
4538
Invesco High Income Trust II
VLT
$73.4M
| $154K | ﹤0.01% |
10,769
+1,634
| +18% | +$23.4K |
|
4539
GrafTech
EAF
$328M
| $153K | ﹤0.01% |
1,194
-61
| -5% | -$7.82K |
|
4540
SPDR S&P North American Natural Resources ETF
NANR
$656M
| $153K | ﹤0.01% |
4,875
-762
| -14% | -$23.9K |
|
|
PROS
4541
DELISTED
ProSight Global, Inc.
PROS
| $152K | ﹤0.01% |
+7,847
| New | +$152K |
|
|
ZCAN
4542
DELISTED
SPDR Solactive Canada ETF
ZCAN
| $152K | ﹤0.01% |
2,517
+1,290
| +105% | +$77.9K |
|
4543
BankFinancial
BFIN
$156M
| $151K | ﹤0.01% |
12,664
+9,716
| +330% | +$116K |
|
4544
Inovio Pharmaceuticals
INO
$123M
| $151K | ﹤0.01% |
6,125
+4,704
| +331% | +$116K |
|
4545
McCormick & Company Voting
MKC.V
$17.8B
| $151K | ﹤0.01% |
1,940
-692
| -26% | -$53.9K |
|
4546
Peoples Bancorp of North Carolina
PEBK
$172M
| $151K | ﹤0.01% |
5,067
+2,649
| +110% | +$78.9K |
|
4547
Target Hospitality
TH
$857M
| $151K | ﹤0.01% |
22,196
+16,239
| +273% | +$110K |
|
|
CBMG
4548
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
| $151K | ﹤0.01% |
10,162
+6,370
| +168% | +$94.7K |
|
|
KLDW
4549
DELISTED
Knowledge Leaders Developed World ETF
KLDW
| $151K | ﹤0.01% |
4,467
+2,015
| +82% | +$68.1K |
|
|
AXJL
4550
DELISTED
WisdomTree Asia-Pacific ex-Japan Fund
AXJL
| $151K | ﹤0.01% |
2,345
+620
| +36% | +$39.9K |
|