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 |
Invesco QQQ Trust
QQQ
|
+$425M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$375M |
| 3 |
CRH
CRH
|
+$264M |
| 4 |
Advanced Micro Devices
AMD
|
+$216M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$205M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$523M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$455M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$382M |
| 4 |
Microsoft
MSFT
|
+$350M |
| 5 |
UnitedHealth
UNH
|
+$320M |
Sector Composition
| 1 | Technology | 16.51% |
| 2 | Financials | 8.9% |
| 3 | Healthcare | 8.35% |
| 4 | Consumer Discretionary | 6.66% |
| 5 | Industrials | 5.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SUP
4626
DELISTED
Superior Industries International
SUP
| $116K | ﹤0.01% |
38,212
-1,685
| -4% | -$5.12K |
|
|
ONIT
4627
Onity Group
ONIT
$346M
| $116K | ﹤0.01% |
4,485
-211
| -4% | -$5.46K |
|
|
LUXE
4628
LuxExperience B.V.
LUXE
$1.17B
| $116K | ﹤0.01% |
34,018
+7,420
| +28% | +$25.2K |
|
4629
Direxion Daily TSLA Bear 1X Shares
TSLS
$61.3M
| $116K | ﹤0.01% |
+5,938
| New | +$116K |
|
4630
Direxion Daily Transportation Bull 3X Shares
TPOR
$15.2M
| $115K | ﹤0.01% |
4,708
-787
| -14% | -$19.3K |
|
4631
Marine Products Corp
MPX
$320M
| $115K | ﹤0.01% |
8,116
+442
| +6% | +$6.28K |
|
4632
Cipher Mining
CIFR
$4.83B
| $115K | ﹤0.01% |
49,217
+7,214
| +17% | +$16.8K |
|
4633
CorMedix
CRMD
$836M
| $115K | ﹤0.01% |
30,983
-10,265
| -25% | -$38K |
|
4634
Westrock Coffee
WEST
$481M
| $115K | ﹤0.01% |
12,938
-6,143
| -32% | -$54.4K |
|
4635
Montauk Renewables
MNTK
$297M
| $114K | ﹤0.01% |
12,557
-31,757
| -72% | -$289K |
|
4636
Radiant Logistics
RLGT
$281M
| $114K | ﹤0.01% |
20,243
-4,063
| -17% | -$23K |
|
4637
FlexShares US Quality Large Cap Index Fund
QLC
$596M
| $114K | ﹤0.01% |
2,393
+1,052
| +78% | +$50.2K |
|
|
NFGC
4638
New Found Gold
NFGC
$515M
| $114K | ﹤0.01% |
27,336
+3,336
| +14% | +$13.9K |
|
4639
FVCBankcorp
FVCB
$242M
| $114K | ﹤0.01% |
8,897
-329
| -4% | -$4.22K |
|
4640
Clearway Energy Class A
CWEN.A
$3.15B
| $114K | ﹤0.01% |
5,710
-5,939
| -51% | -$118K |
|
4641
FT Vest US Equity Moderate Buffer ETF March
GMAR
$415M
| $114K | ﹤0.01% |
+3,586
| New | +$114K |
|
4642
Alpha Architect US Quantitative Value ETF
QVAL
$401M
| $113K | ﹤0.01% |
+3,057
| New | +$113K |
|
|
ERH
4643
Allspring Utilities & High Income Fund
ERH
$108M
| $113K | ﹤0.01% |
12,913
+73
| +0.6% | +$638 |
|
4644
Timberland Bancorp
TSBK
$276M
| $113K | ﹤0.01% |
4,161
-332
| -7% | -$9K |
|
4645
Procept Biorobotics
PRCT
$2.08B
| $113K | ﹤0.01% |
3,436
-15,547
| -82% | -$510K |
|
|
ICVX
4646
DELISTED
Icosavax, Inc. Common Stock
ICVX
| $113K | ﹤0.01% |
14,544
+7,183
| +98% | +$55.7K |
|
4647
Hyliion Holdings
HYLN
$347M
| $112K | ﹤0.01% |
95,147
-6,130
| -6% | -$7.23K |
|
4648
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$120M
| $112K | ﹤0.01% |
5,610
+159
| +3% | +$3.18K |
|
4649
Gogo Inc
GOGO
$1.19B
| $112K | ﹤0.01% |
9,403
-21,100
| -69% | -$252K |
|
4650
Douglas Elliman
DOUG
$263M
| $112K | ﹤0.01% |
49,633
-15,037
| -23% | -$34K |
|