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
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.93B |
| 2 |
UBS Group
UBS
|
+$1.47B |
| 3 |
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
|
+$554M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$548M |
| 5 |
Microsoft
MSFT
|
+$466M |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 8.45% |
| 3 | Healthcare | 7.89% |
| 4 | Consumer Discretionary | 7.24% |
| 5 | Industrials | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
REGI
4601
DELISTED
Renewable Energy Group, Inc.
REGI
| $143K | ﹤0.01% |
9,531
-65,369
| -87% | -$981K |
|
4602
Northeast Bank
NBN
$968M
| $142K | ﹤0.01% |
6,389
+4,350
| +213% | +$96.7K |
|
|
CHMA
4603
DELISTED
Chiasma, Inc. Common Stock
CHMA
| $142K | ﹤0.01% |
28,638
+22,077
| +336% | +$109K |
|
4604
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$351M
| $141K | ﹤0.01% |
+2,354
| New | +$141K |
|
4605
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$113M
| $141K | ﹤0.01% |
4,854
+257
| +6% | +$7.47K |
|
4606
ICL Group
ICL
$7.9B
| $141K | ﹤0.01% |
28,116
-22,199
| -44% | -$111K |
|
4607
KVH Industries
KVHI
$120M
| $141K | ﹤0.01% |
13,237
+5,493
| +71% | +$58.5K |
|
4608
O-I Glass
OI
$1.97B
| $141K | ﹤0.01% |
13,742
-90,876
| -87% | -$932K |
|
|
AGEN
4609
Agenus
AGEN
$145M
| $140K | ﹤0.01% |
2,762
+1,784
| +182% | +$90.4K |
|
4610
eGain
EGAN
$242M
| $140K | ﹤0.01% |
17,555
+11,697
| +200% | +$93.3K |
|
|
JAX
4611
DELISTED
J. Alexander's Holdings, Inc.
JAX
| $140K | ﹤0.01% |
11,928
+9,440
| +379% | +$111K |
|
4612
Akero Therapeutics
AKRO
$3.7B
| $139K | ﹤0.01% |
6,108
+4,990
| +446% | +$114K |
|
|
BRT
4613
BRT Apartments
BRT
$298M
| $139K | ﹤0.01% |
9,526
-19,385
| -67% | -$283K |
|
4614
CASI Pharmaceuticals
CASI
$27.6M
| $139K | ﹤0.01% |
4,156
+2,798
| +206% | +$93.6K |
|
4615
ProShares UltraShort FTSE China 50 of ProShares Trust
FXP
$5.53M
| $139K | ﹤0.01% |
2,042
+1,920
| +1,574% | +$131K |
|
4616
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$378M
| $139K | ﹤0.01% |
+2,082
| New | +$139K |
|
4617
Norwood Financial Corp
NWFL
$247M
| $139K | ﹤0.01% |
4,403
+3,395
| +337% | +$107K |
|
|
UNT
4618
DELISTED
UNIT Corporation
UNT
| $139K | ﹤0.01% |
41,404
-8,252
| -17% | -$27.7K |
|
4619
Crinetics Pharmaceuticals
CRNX
$3.34B
| $138K | ﹤0.01% |
9,199
+8,514
| +1,243% | +$128K |
|
4620
iShares MSCI Finland ETF
EFNL
$30M
| $138K | ﹤0.01% |
3,800
+974
| +34% | +$35.4K |
|
4621
KraneShares MSCI All China Health Care Index ETF
KURE
$107M
| $138K | ﹤0.01% |
6,552
+4,557
| +228% | +$96K |
|
4622
Superior Group of Companies
SGC
$191M
| $138K | ﹤0.01% |
8,545
+4,885
| +133% | +$78.9K |
|
4623
Surgery Partners
SGRY
$2.82B
| $138K | ﹤0.01% |
18,714
+14,035
| +300% | +$103K |
|
4624
Tiptree Inc
TIPT
$885M
| $138K | ﹤0.01% |
18,975
+14,413
| +316% | +$105K |
|
|
FCCY
4625
DELISTED
1st Constitution Bancorp
FCCY
| $138K | ﹤0.01% |
7,362
+4,031
| +121% | +$75.6K |
|