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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4551
Granite Ridge Resources
GRNT
$709M
| $616K | ﹤0.01% |
95,302
+40,045
| +72% | +$259K |
|
4552
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$347M
| $615K | ﹤0.01% |
11,846
-138
| -1% | -$7.16K |
|
4553
BayCom
BCML
$325M
| $614K | ﹤0.01% |
22,859
+8,833
| +63% | +$237K |
|
4554
Global X MSCI China Consumer Discretionary ETF
CHIQ
$253M
| $611K | ﹤0.01% |
32,207
-12,404
| -28% | -$235K |
|
4555
Foster
FSTR
$294M
| $608K | ﹤0.01% |
22,607
+11,046
| +96% | +$297K |
|
|
GDO
4556
Western Asset Global Corporate Defined Opportunity Fund
GDO
$90.8M
| $607K | ﹤0.01% |
53,573
-5,504
| -9% | -$62.4K |
|
4557
Invesco S&P 500 Enhanced Value ETF
SPVU
$111M
| $606K | ﹤0.01% |
12,314
+630
| +5% | +$31K |
|
4558
Oric Pharmaceuticals
ORIC
$1.03B
| $605K | ﹤0.01% |
74,929
+3,374
| +5% | +$27.2K |
|
4559
CS Disco
LAW
$395M
| $605K | ﹤0.01% |
121,168
-8,956
| -7% | -$44.7K |
|
4560
Mineralys Therapeutics
MLYS
$3.05B
| $602K | ﹤0.01% |
48,885
+32,785
| +204% | +$404K |
|
4561
Consensus Cloud Solutions
CCSI
$550M
| $602K | ﹤0.01% |
25,216
+17,004
| +207% | +$406K |
|
|
BIOA
4562
BioAge Labs
BIOA
$176M
| $602K | ﹤0.01% |
+103,891
| New | +$602K |
|
4563
Domo
DOMO
$745M
| $601K | ﹤0.01% |
84,855
+65,365
| +335% | +$463K |
|
4564
Business First Bancshares
BFST
$719M
| $601K | ﹤0.01% |
23,375
+6,570
| +39% | +$169K |
|
4565
Peapack-Gladstone Financial
PGC
$513M
| $599K | ﹤0.01% |
18,701
+2,007
| +12% | +$64.3K |
|
4566
Columbia Financial
CLBK
$1.63B
| $598K | ﹤0.01% |
37,825
+13,437
| +55% | +$212K |
|
4567
Atomera
ATOM
$117M
| $596K | ﹤0.01% |
51,420
+43,202
| +526% | +$501K |
|
4568
ProShares UltraShort S&P500
SDS
$449M
| $595K | ﹤0.01% |
30,242
+27,413
| +969% | +$539K |
|
4569
Phunware
PHUN
$58.5M
| $593K | ﹤0.01% |
114,073
+101,202
| +786% | +$526K |
|
|
SBI
4570
Western Asset Intermediate Muni Fund
SBI
$111M
| $592K | ﹤0.01% |
76,527
-18,984
| -20% | -$147K |
|
|
WIA
4571
Western Asset Inflation-Linked Income Fund
WIA
$197M
| $591K | ﹤0.01% |
73,891
-1,068
| -1% | -$8.54K |
|
4572
Electromed
ELMD
$207M
| $590K | ﹤0.01% |
19,952
+17,663
| +772% | +$522K |
|
|
SLRN
4573
DELISTED
ACELYRIN
SLRN
| $587K | ﹤0.01% |
187,005
+148,199
| +382% | +$465K |
|
4574
SPDR S&P Kensho Clean Power ETF
CNRG
$168M
| $586K | ﹤0.01% |
9,676
+2,837
| +41% | +$172K |
|
|
SCWX
4575
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $585K | ﹤0.01% |
69,179
+58,742
| +563% | +$497K |
|