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 |
Apple
AAPL
|
+$610M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
+$285M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$267M |
| 4 |
Enterprise Products Partners
EPD
|
+$263M |
| 5 |
Charter Communications
CHTR
|
+$248M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.34B |
| 2 |
CVS Health
CVS
|
+$464M |
| 3 |
Mondelez International
MDLZ
|
+$390M |
| 4 |
SHPG
Shire pic
SHPG
|
+$231M |
| 5 |
LVLT
Level 3 Communications Inc
LVLT
|
+$139M |
Sector Composition
| 1 | Financials | 10.45% |
| 2 | Technology | 9.67% |
| 3 | Healthcare | 7.52% |
| 4 | Industrials | 6.75% |
| 5 | Consumer Discretionary | 6.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4551
Enel Chile
ENIC
$5.26B
| $79K | ﹤0.01% |
14,050
+24
| +0.2% | +$135 |
|
4552
First Trust United Kingdom AlphaDEX Fund
FKU
$71.3M
| $79K | ﹤0.01% |
1,989
+21
| +1% | +$834 |
|
4553
Global Indemnity Group
GBLI
$427M
| $79K | ﹤0.01% |
1,896
+121
| +7% | +$5.04K |
|
4554
MakeMyTrip
MMYT
$9.69B
| $79K | ﹤0.01% |
2,669
-3,672
| -58% | -$109K |
|
4555
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$188M
| $79K | ﹤0.01% |
1,784
+1,584
| +792% | +$70.1K |
|
4556
VirnetX
VHC
$74.8M
| $79K | ﹤0.01% |
1,064
-30
| -3% | -$2.23K |
|
|
CORE
4557
DELISTED
Core Mark Holding Co., Inc.
CORE
| $79K | ﹤0.01% |
2,527
-4,721
| -65% | -$148K |
|
|
SEND
4558
DELISTED
SendGrid, Inc.
SEND
| $79K | ﹤0.01% |
+3,266
| New | +$79K |
|
|
CYB
4559
DELISTED
WisdomTree Chinese Yuan Strategy Fund
CYB
| $79K | ﹤0.01% |
3,036
-80
| -3% | -$2.08K |
|
|
GFA
4560
DELISTED
Gafisa S.A.
GFA
| $79K | ﹤0.01% |
6,323
-2,565
| -29% | -$32K |
|
|
ALFA
4561
DELISTED
AlphaClone Alternative Alpha ETF
ALFA
| $79K | ﹤0.01% |
1,840
+834
| +83% | +$35.8K |
|
4562
Ituran Location and Control
ITRN
$710M
| $78K | ﹤0.01% |
2,292
+473
| +26% | +$16.1K |
|
4563
SouthState Bank Corp
SSB
$10.3B
| $78K | ﹤0.01% |
897
-454
| -34% | -$39.5K |
|
4564
The Bancorp
TBBK
$3.6B
| $78K | ﹤0.01% |
7,923
+988
| +14% | +$9.73K |
|
4565
Tucows
TCX
$207M
| $78K | ﹤0.01% |
1,112
+801
| +258% | +$56.2K |
|
4566
ProShares Ultra Real Estate
URE
$58.2M
| $78K | ﹤0.01% |
+1,180
| New | +$78K |
|
|
DF
4567
DELISTED
Dean Foods Company
DF
| $78K | ﹤0.01% |
6,769
+2,192
| +48% | +$25.3K |
|
4568
Marcus Corp
MCS
$490M
| $78K | ﹤0.01% |
2,844
+496
| +21% | +$13.6K |
|
4569
LSI Industries
LYTS
$713M
| $77K | ﹤0.01% |
11,157
+403
| +4% | +$2.78K |
|
4570
RadNet
RDNT
$5.88B
| $77K | ﹤0.01% |
7,600
+1,526
| +25% | +$15.5K |
|
4571
WBI BullBear Yield 3000 ETF
WBIG
$32.9M
| $77K | ﹤0.01% |
2,961
+2,489
| +527% | +$64.7K |
|
|
RIBT
4572
DELISTED
RiceBran Technologies
RIBT
| $77K | ﹤0.01% |
5,235
-399
| -7% | -$5.87K |
|
4573
Allot
ALLT
$452M
| $76K | ﹤0.01% |
14,186
-20,016
| -59% | -$107K |
|
4574
Altisource Portfolio Solutions
ASPS
$123M
| $76K | ﹤0.01% |
339
+238
| +236% | +$53.4K |
|
4575
DXP Enterprises
DXPE
$1.82B
| $76K | ﹤0.01% |
2,568
-351
| -12% | -$10.4K |
|