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 | |
|---|---|---|---|---|---|---|
4626
FT Vest US Equity Deep Buffer ETF December
DDEC
$347M
| $134K | ﹤0.01% |
+4,179
| New | +$134K |
|
4627
Bel Fuse Inc Class A
BELFA
$1.5B
| $134K | ﹤0.01% |
+3,679
| New | +$134K |
|
4628
Innovator US Equity Buffer ETF July
BJUL
$296M
| $133K | ﹤0.01% |
+4,079
| New | +$133K |
|
|
ENFN
4629
DELISTED
Enfusion, Inc.
ENFN
| $133K | ﹤0.01% |
12,639
+6,435
| +104% | +$67.6K |
|
|
SYNH
4630
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $133K | ﹤0.01% |
3,724
-4,084
| -52% | -$145K |
|
4631
MicroSectors U.S. Big Oil 3x Leveraged ETNs due Feb 17 2045
NRGU
$9.72M
| $133K | ﹤0.01% |
331
+330
| +33,000% | +$132K |
|
|
HLVX
4632
DELISTED
HilleVax
HLVX
| $133K | ﹤0.01% |
8,018
+6,326
| +374% | +$105K |
|
4633
Invesco 0-5 Yr US TIPS ETF
PBTP
$74.9M
| $132K | ﹤0.01% |
+5,290
| New | +$132K |
|
4634
FT Vest US Equity Deep Buffer ETF June
DJUN
$282M
| $132K | ﹤0.01% |
3,869
-133
| -3% | -$4.53K |
|
4635
Invesco S&P 500 BuyWrite ETF
PBP
$296M
| $132K | ﹤0.01% |
6,221
+2,873
| +86% | +$60.9K |
|
4636
Skillz
SKLZ
$112M
| $132K | ﹤0.01% |
11,109
-646
| -5% | -$7.66K |
|
4637
Absolute Select Value ETF
ABEQ
$114M
| $132K | ﹤0.01% |
4,714
+3,124
| +196% | +$87.3K |
|
4638
Shore Bancshares
SHBI
$575M
| $132K | ﹤0.01% |
9,219
+1,643
| +22% | +$23.5K |
|
4639
Allot
ALLT
$452M
| $132K | ﹤0.01% |
48,909
-21,845
| -31% | -$58.8K |
|
4640
PLAYSTUDIOS Inc
MYPS
$125M
| $131K | ﹤0.01% |
35,617
+9,633
| +37% | +$35.5K |
|
4641
ProShares Ultra Financials
UYG
$896M
| $131K | ﹤0.01% |
3,110
-732
| -19% | -$30.9K |
|
4642
Nuveen ESG Dividend ETF
NUDV
$31.9M
| $131K | ﹤0.01% |
5,497
+4,951
| +907% | +$118K |
|
4643
Hippo Holdings
HIPO
$935M
| $131K | ﹤0.01% |
8,071
+1,080
| +15% | +$17.5K |
|
4644
Direxion Work From Home ETF
WFH
$14.7M
| $131K | ﹤0.01% |
2,867
-4,566
| -61% | -$209K |
|
4645
ThredUp
TDUP
$1.3B
| $131K | ﹤0.01% |
51,710
+30,957
| +149% | +$78.3K |
|
4646
LoveSac
LOVE
$261M
| $131K | ﹤0.01% |
4,518
-1,271
| -22% | -$36.7K |
|
4647
BrightView Holdings
BV
$1.27B
| $130K | ﹤0.01% |
23,219
+6,694
| +41% | +$37.6K |
|
4648
Finward Bancorp
FNWD
$138M
| $130K | ﹤0.01% |
4,483
-579
| -11% | -$16.8K |
|
4649
Lantern Pharma
LTRN
$43.5M
| $130K | ﹤0.01% |
27,000
+12,159
| +82% | +$58.7K |
|
4650
Oppenheimer Holdings
OPY
$822M
| $130K | ﹤0.01% |
3,330
+532
| +19% | +$20.8K |
|