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 | |
|---|---|---|---|---|---|---|
|
OBE
4601
Obsidian Energy
OBE
$416M
| $139K | ﹤0.01% |
21,765
+13,319
| +158% | +$85.2K |
|
|
TEI
4602
Templeton Emerging Markets Income Fund
TEI
$302M
| $139K | ﹤0.01% |
27,445
-226
| -0.8% | -$1.15K |
|
|
GOGL
4603
DELISTED
Golden Ocean Group
GOGL
| $139K | ﹤0.01% |
14,589
-293,068
| -95% | -$2.79M |
|
4604
CEMIG Preferred Shares
CIG
$5.95B
| $139K | ﹤0.01% |
80,578
-37,383
| -32% | -$64.4K |
|
4605
Tradr 1.25X NVDA Bear Daily ETF
NVDS
$55.2M
| $138K | ﹤0.01% |
345
+281
| +439% | +$113K |
|
4606
Inspired Entertainment
INSE
$258M
| $138K | ﹤0.01% |
10,763
+6,884
| +177% | +$88K |
|
4607
Fidelity Stocks for Inflation ETF
FCPI
$243M
| $137K | ﹤0.01% |
4,364
-107
| -2% | -$3.37K |
|
4608
Zynex
ZYXI
$47M
| $137K | ﹤0.01% |
11,403
+5,823
| +104% | +$69.9K |
|
4609
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$560M
| $137K | ﹤0.01% |
+3,013
| New | +$137K |
|
4610
BNY Mellon Emerging Markets Equity ETF
BKEM
$66M
| $136K | ﹤0.01% |
2,470
+1,722
| +230% | +$95.2K |
|
|
ABCM
4611
DELISTED
Abcam PLC
ABCM
| $136K | ﹤0.01% |
10,139
+5,890
| +139% | +$79.3K |
|
4612
Zymeworks
ZYME
$1.23B
| $136K | ﹤0.01% |
15,066
+15,041
| +60,164% | +$136K |
|
4613
Global X SuperDividend REIT ETF
SRET
$199M
| $135K | ﹤0.01% |
6,213
+1,068
| +21% | +$23.3K |
|
4614
Donegal Group Class A
DGICA
$706M
| $135K | ﹤0.01% |
8,846
+3,111
| +54% | +$47.5K |
|
4615
Innovator US Equity Power Buffer ETF November
PNOV
$658M
| $135K | ﹤0.01% |
+4,250
| New | +$135K |
|
|
NGMS
4616
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
| $135K | ﹤0.01% |
8,888
+2,103
| +31% | +$32K |
|
4617
Alta Equipment Group
ALTG
$227M
| $135K | ﹤0.01% |
8,519
-75
| -0.9% | -$1.19K |
|
4618
iShares Emerging Markets Infrastructure ETF
EMIF
$7.81M
| $135K | ﹤0.01% |
6,319
-1,674
| -21% | -$35.8K |
|
4619
Teucrium Wheat Fund
WEAT
$119M
| $135K | ﹤0.01% |
19,101
+11,301
| +145% | +$79.8K |
|
|
AAN
4620
DELISTED
The Aaron's Company Inc
AAN
| $135K | ﹤0.01% |
13,960
-2,582
| -16% | -$24.9K |
|
|
ONG
4621
DELISTED
Direxion Daily Oil Services Bull 2X Shares
ONG
| $134K | ﹤0.01% |
4,601
+1,726
| +60% | +$50.3K |
|
4622
Clarus
CLAR
$142M
| $134K | ﹤0.01% |
14,198
+3,971
| +39% | +$37.5K |
|
4623
Stellus Capital Investment Corp
SCM
$398M
| $134K | ﹤0.01% |
9,520
-3,642
| -28% | -$51.3K |
|
4624
Nuveen Municipal Income
NMI
$102M
| $134K | ﹤0.01% |
14,301
+1,501
| +12% | +$14K |
|
4625
Funko
FNKO
$189M
| $134K | ﹤0.01% |
14,178
+2,118
| +18% | +$20K |
|