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 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRDG
4576
DELISTED
Bridge Investment Group
BRDG
| $145K | ﹤0.01% |
12,814
-31,301
| -71% | -$355K |
|
4577
EVgo
EVGO
$599M
| $144K | ﹤0.01% |
18,545
-19,854
| -52% | -$155K |
|
4578
Breakwave Dry Bulk Shipping ETF
BDRY
$52.6M
| $144K | ﹤0.01% |
14,294
+163
| +1% | +$1.65K |
|
4579
Direxion Daily NYSE FANG+ Bull 2X Shares
FNGG
$147M
| $144K | ﹤0.01% |
+2,838
| New | +$144K |
|
|
INSI
4580
DELISTED
Insight Select Income Fund
INSI
| $144K | ﹤0.01% |
9,087
-1,926
| -17% | -$30.6K |
|
4581
CarParts.com
PRTS
$41M
| $144K | ﹤0.01% |
26,915
+9,643
| +56% | +$51.5K |
|
4582
ProShares Short High Yield
SJB
$68.2M
| $144K | ﹤0.01% |
7,821
+3,976
| +103% | +$73K |
|
4583
Inspire 100 ETF
BIBL
$331M
| $143K | ﹤0.01% |
4,562
+2,054
| +82% | +$64.6K |
|
4584
LG Display
LPL
$4.79B
| $143K | ﹤0.01% |
22,468
+17,635
| +365% | +$113K |
|
4585
Freshpet
FRPT
$2.51B
| $143K | ﹤0.01% |
2,162
-6,046
| -74% | -$400K |
|
|
HRT
4586
DELISTED
HireRight Holdings Corporation
HRT
| $142K | ﹤0.01% |
13,423
+6,499
| +94% | +$69K |
|
4587
Waterstone Financial
WSBF
$283M
| $142K | ﹤0.01% |
9,405
+2,023
| +27% | +$30.6K |
|
|
BORR
4588
Borr Drilling
BORR
$844M
| $142K | ﹤0.01% |
18,729
-339,265
| -95% | -$2.57M |
|
4589
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$134M
| $142K | ﹤0.01% |
5,671
+4,884
| +621% | +$122K |
|
|
ATCX
4590
DELISTED
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
| $142K | ﹤0.01% |
11,620
+1,209
| +12% | +$14.7K |
|
|
EMF
4591
Templeton Emerging Markets Fund
EMF
$248M
| $141K | ﹤0.01% |
12,065
-1,954
| -14% | -$22.9K |
|
|
GPP
4592
DELISTED
Green Plains Partners LP
GPP
| $141K | ﹤0.01% |
11,113
-1,901
| -15% | -$24.1K |
|
4593
First Bank
FRBA
$415M
| $141K | ﹤0.01% |
13,961
-365
| -3% | -$3.69K |
|
4594
United States Lime & Minerals
USLM
$3.66B
| $140K | ﹤0.01% |
4,600
+1,695
| +58% | +$51.8K |
|
4595
RLX Technology
RLX
$3.08B
| $140K | ﹤0.01% |
48,244
-275,496
| -85% | -$799K |
|
|
SBOW
4596
DELISTED
SilverBow Resources, Inc.
SBOW
| $140K | ﹤0.01% |
6,112
-1,797
| -23% | -$41.1K |
|
4597
SuRo Capital
SSSS
$219M
| $139K | ﹤0.01% |
38,526
-3,059
| -7% | -$11.1K |
|
4598
Excelerate Energy
EE
$769M
| $139K | ﹤0.01% |
6,299
-21,581
| -77% | -$478K |
|
4599
Gannett
GCI
$630M
| $139K | ﹤0.01% |
74,522
-5,426
| -7% | -$10.1K |
|
4600
FT Vest Growth-100 Buffer ETF June
QJUN
$645M
| $139K | ﹤0.01% |
6,829
+1,838
| +37% | +$37.5K |
|