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 |
Microsoft
MSFT
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4551
Semler Scientific
SMLR
$432M
| $255K | ﹤0.01% |
8,717
+1,395
| +19% | +$40.7K |
|
4552
Mineralys Therapeutics
MLYS
$3.05B
| $255K | ﹤0.01% |
19,719
-1,881
| -9% | -$24.3K |
|
4553
iHeartMedia
IHRT
$455M
| $254K | ﹤0.01% |
121,751
+2,480
| +2% | +$5.18K |
|
4554
Donegal Group Class A
DGICA
$706M
| $254K | ﹤0.01% |
17,987
-2,443
| -12% | -$34.5K |
|
4555
Nuveen Municipal Income
NMI
$102M
| $254K | ﹤0.01% |
26,888
-397
| -1% | -$3.75K |
|
4556
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$650M
| $254K | ﹤0.01% |
+5,109
| New | +$254K |
|
4557
Critical Metals Corp
CRML
$708M
| $253K | ﹤0.01% |
+23,013
| New | +$253K |
|
4558
Greene County Bancorp
GCBC
$408M
| $252K | ﹤0.01% |
8,745
+64
| +0.7% | +$1.84K |
|
4559
MVB Financial
MVBF
$309M
| $252K | ﹤0.01% |
11,285
-1,218
| -10% | -$27.2K |
|
4560
Southern First Bancshares
SFST
$370M
| $251K | ﹤0.01% |
7,918
-904
| -10% | -$28.7K |
|
4561
Tile Shop Holdings
TTSH
$294M
| $251K | ﹤0.01% |
35,673
-264
| -0.7% | -$1.86K |
|
4562
Entera Bio
ENTX
$82.2M
| $250K | ﹤0.01% |
+149,869
| New | +$250K |
|
4563
Zevra Therapeutics
ZVRA
$431M
| $249K | ﹤0.01% |
42,948
+7,838
| +22% | +$45.5K |
|
|
BCYC
4564
Bicycle Therapeutics
BCYC
$480M
| $249K | ﹤0.01% |
9,982
-1,168
| -10% | -$29.1K |
|
4565
Global X Video Games & Esports ETF
HERO
$173M
| $247K | ﹤0.01% |
11,940
-15,515
| -57% | -$321K |
|
4566
Precigen
PGEN
$1.32B
| $246K | ﹤0.01% |
169,915
-44,641
| -21% | -$64.7K |
|
|
PFIE
4567
DELISTED
Profire Energy, Inc
PFIE
| $245K | ﹤0.01% |
132,286
+21,874
| +20% | +$40.5K |
|
4568
Vertex
VERX
$4.01B
| $244K | ﹤0.01% |
7,689
-1,180
| -13% | -$37.5K |
|
|
ME
4569
DELISTED
23andMe Holding Co
ME
| $244K | ﹤0.01% |
22,936
+5,460
| +31% | +$58.1K |
|
4570
Nuveen Minnesota Quality Municipal Income Fund
NMS
$72.3M
| $244K | ﹤0.01% |
21,698
-2,581
| -11% | -$29K |
|
4571
Invesco Zacks Mid-Cap ETF
CZA
$182M
| $243K | ﹤0.01% |
2,390
+581
| +32% | +$59.1K |
|
4572
FS Bancorp
FSBW
$313M
| $242K | ﹤0.01% |
6,982
-892
| -11% | -$31K |
|
|
TDF
4573
Templeton Dragon Fund
TDF
$290M
| $242K | ﹤0.01% |
30,766
+3,568
| +13% | +$28K |
|
4574
SoundThinking
SSTI
$157M
| $241K | ﹤0.01% |
15,206
+3,484
| +30% | +$55.3K |
|
4575
Forge Global Holdings
FRGE
$236M
| $241K | ﹤0.01% |
8,335
-845
| -9% | -$24.5K |
|