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 |
Financial Select Sector SPDR Fund
XLF
|
+$471M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$420M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$394M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$388M |
| 5 |
UnitedHealth
UNH
|
+$349M |
Top Sells
| 1 |
UBS Group
UBS
|
+$3.82B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$661M |
| 3 |
Microsoft
MSFT
|
+$648M |
| 4 |
Johnson & Johnson
JNJ
|
+$315M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$253M |
Sector Composition
| 1 | Technology | 17.05% |
| 2 | Financials | 8.65% |
| 3 | Healthcare | 8.47% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Industrials | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4576
Perimeter Solutions
PRM
$3.21B
| $164K | ﹤0.01% |
26,736
+26,129
| +4,305% | +$161K |
|
4577
CorMedix
CRMD
$836M
| $164K | ﹤0.01% |
41,248
+38,383
| +1,340% | +$152K |
|
4578
Radiant Logistics
RLGT
$281M
| $163K | ﹤0.01% |
24,306
+9,612
| +65% | +$64.6K |
|
4579
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$51.7M
| $163K | ﹤0.01% |
2,358
+24
| +1% | +$1.66K |
|
4580
Atlas Energy Solutions
AESI
$1.34B
| $163K | ﹤0.01% |
+9,400
| New | +$163K |
|
4581
Monte Rosa Therapeutics
GLUE
$391M
| $163K | ﹤0.01% |
23,775
+13,369
| +128% | +$91.6K |
|
4582
SPDR MSCI USA StrategicFactors ETF
QUS
$1.58B
| $163K | ﹤0.01% |
1,324
+620
| +88% | +$76.2K |
|
4583
Ovid Therapeutics
OVID
$86M
| $163K | ﹤0.01% |
49,626
+31,557
| +175% | +$104K |
|
4584
Similarweb
SMWB
$822M
| $162K | ﹤0.01% |
24,747
+1,081
| +5% | +$7.09K |
|
4585
Integra LifeSciences
IART
$1.1B
| $162K | ﹤0.01% |
3,927
-347
| -8% | -$14.3K |
|
4586
TeraWulf
WULF
$4.48B
| $161K | ﹤0.01% |
92,194
+23,701
| +35% | +$41.5K |
|
4587
Invesco CurrencyShares Canadian Dollar Trust
FXC
$92.2M
| $161K | ﹤0.01% |
2,182
-125
| -5% | -$9.24K |
|
4588
Bassett Furniture
BSET
$140M
| $160K | ﹤0.01% |
10,642
-5,411
| -34% | -$81.4K |
|
4589
Breakwave Dry Bulk Shipping ETF
BDRY
$52.6M
| $160K | ﹤0.01% |
28,832
+14,538
| +102% | +$80.7K |
|
|
PFL
4590
PIMCO Income Strategy Fund
PFL
$386M
| $160K | ﹤0.01% |
19,525
+1,188
| +6% | +$9.73K |
|
4591
FT Vest US Equity Buffer ETF November
FNOV
$1B
| $160K | ﹤0.01% |
3,966
+1,798
| +83% | +$72.4K |
|
|
TAST
4592
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $159K | ﹤0.01% |
31,621
+29,460
| +1,363% | +$148K |
|
4593
Scholar Rock
SRRK
$2.96B
| $159K | ﹤0.01% |
21,124
+16,796
| +388% | +$127K |
|
4594
Atlas Lithium Corp
ATLX
$92.4M
| $159K | ﹤0.01% |
7,435
+7,405
| +24,683% | +$159K |
|
4595
United States Copper Index Fund
CPER
$226M
| $159K | ﹤0.01% |
6,861
-1,747
| -20% | -$40.5K |
|
4596
Upland Software
UPLD
$71.9M
| $159K | ﹤0.01% |
44,207
+2,672
| +6% | +$9.62K |
|
4597
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$259M
| $159K | ﹤0.01% |
11,525
-5,020
| -30% | -$69.2K |
|
|
SKE
4598
Skeena Resources
SKE
$2.08B
| $158K | ﹤0.01% |
32,763
+7,096
| +28% | +$34.3K |
|
4599
Invesco DB Energy Fund
DBE
$49.1M
| $158K | ﹤0.01% |
7,981
+1,853
| +30% | +$36.7K |
|
4600
MicroSectors Oil & Gas Exp. & Prod. -3x Inverse Leveraged ETN
OILD
$11.6M
| $158K | ﹤0.01% |
6,088
+5,948
| +4,249% | +$154K |
|