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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 2 |
Linde
LIN
|
+$776M |
| 3 |
Energy Transfer Partners
ET
|
+$580M |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$479M |
| 5 |
UBS Group
UBS
|
+$380M |
Top Sells
| 1 |
ETP
Energy Transfer Partners, L.P.
ETP
|
+$1.06B |
| 2 |
Colgate-Palmolive
CL
|
+$633M |
| 3 |
PX
Praxair Inc
PX
|
+$528M |
| 4 |
Microsoft
MSFT
|
+$443M |
| 5 |
Amazon
AMZN
|
+$423M |
Sector Composition
| 1 | Technology | 10.17% |
| 2 | Financials | 8.41% |
| 3 | Healthcare | 7.93% |
| 4 | Consumer Discretionary | 6.47% |
| 5 | Industrials | 6.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CYB
4576
DELISTED
WisdomTree Chinese Yuan Strategy Fund
CYB
| $108K | ﹤0.01% |
4,299
-214
| -5% | -$5.38K |
|
|
RESI
4577
DELISTED
Front Yard Residential Corporation Common Stock
RESI
| $108K | ﹤0.01% |
12,317
+10,465
| +565% | +$91.8K |
|
|
AC
4578
DELISTED
Associated Capital Group
AC
| $108K | ﹤0.01% |
3,102
+1,805
| +139% | +$62.8K |
|
4579
BCB Bancorp
BCBP
$153M
| $108K | ﹤0.01% |
10,358
+1,158
| +13% | +$12.1K |
|
4580
Boot Barn
BOOT
$5.46B
| $108K | ﹤0.01% |
6,342
-19,461
| -75% | -$331K |
|
4581
Civista Bancshares
CIVB
$411M
| $108K | ﹤0.01% |
6,194
+1,033
| +20% | +$18K |
|
4582
ClearShares OCIO ETF
OCIO
$165M
| $108K | ﹤0.01% |
4,500
+400
| +10% | +$9.6K |
|
4583
B. Riley Financial
RILY
$218M
| $108K | ﹤0.01% |
7,597
+2,406
| +46% | +$34.2K |
|
4584
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$376M
| $107K | ﹤0.01% |
3,475
+1,583
| +84% | +$48.7K |
|
4585
Evolution Petroleum
EPM
$188M
| $107K | ﹤0.01% |
15,724
+703
| +5% | +$4.78K |
|
4586
Sensus Healthcare
SRTS
$51.6M
| $107K | ﹤0.01% |
14,400
+9,900
| +220% | +$73.6K |
|
4587
Tilly's
TLYS
$61.6M
| $107K | ﹤0.01% |
9,892
-6,411
| -39% | -$69.3K |
|
|
BCOV
4588
DELISTED
Brightcove, Inc.
BCOV
| $107K | ﹤0.01% |
15,244
+4,048
| +36% | +$28.4K |
|
|
DBS
4589
DELISTED
Invesco DB Silver Fund
DBS
| $107K | ﹤0.01% |
4,684
-1,309
| -22% | -$29.9K |
|
|
STXB
4590
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
| $107K | ﹤0.01% |
4,682
+3,303
| +240% | +$75.5K |
|
|
BREW
4591
DELISTED
Craft Brew Alliance, Inc.
BREW
| $107K | ﹤0.01% |
7,484
+560
| +8% | +$8.01K |
|
|
SBBX
4592
DELISTED
SB One Bancorp Common Stock
SBBX
| $107K | ﹤0.01% |
5,188
+901
| +21% | +$18.6K |
|
|
SSFN
4593
DELISTED
Stewardship Financial Corp
SSFN
| $107K | ﹤0.01% |
11,737
| – | – |
|
4594
Aldeyra Therapeutics
ALDX
$301M
| $106K | ﹤0.01% |
12,717
+1,452
| +13% | +$12.1K |
|
4595
Atomera
ATOM
$115M
| $106K | ﹤0.01% |
36,885
+1,696
| +5% | +$4.87K |
|
4596
InterContinental Hotels
IHG
$18B
| $106K | ﹤0.01% |
1,848
+1,283
| +227% | +$73.6K |
|
4597
Shore Bancshares
SHBI
$583M
| $106K | ﹤0.01% |
7,274
+1,564
| +27% | +$22.8K |
|
4598
Telecom Argentina
TEO
$2.81B
| $106K | ﹤0.01% |
6,857
+4,588
| +202% | +$70.9K |
|
4599
ProShares Ultra Consumer Staples
UGE
$7.59M
| $106K | ﹤0.01% |
12,468
+3,232
| +35% | +$27.5K |
|
|
TBNK
4600
DELISTED
Territorial Bancorp Inc.
TBNK
| $106K | ﹤0.01% |
4,075
+1,919
| +89% | +$49.9K |
|