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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4651
Smith-Midland
SMID
$207M
| $521K | ﹤0.01% |
11,726
+9,230
| +370% | +$410K |
|
4652
iShares US Tech Breakthrough Multisector ETF
TECB
$462M
| $521K | ﹤0.01% |
9,800
+9,285
| +1,803% | +$494K |
|
|
PAL
4653
Proficient Auto Logistics
PAL
$191M
| $521K | ﹤0.01% |
64,545
+57,085
| +765% | +$461K |
|
4654
Bar Harbor Bankshares
BHB
$520M
| $519K | ﹤0.01% |
16,983
+5,683
| +50% | +$174K |
|
4655
SmartRent
SMRT
$297M
| $517K | ﹤0.01% |
295,337
+148,180
| +101% | +$259K |
|
4656
Hooker Furnishings Corp
HOFT
$114M
| $511K | ﹤0.01% |
36,443
+30,742
| +539% | +$431K |
|
4657
Atlas Lithium Corp
ATLX
$92.4M
| $510K | ﹤0.01% |
80,640
+80,639
| +8,063,900% | +$510K |
|
4658
Superior Group of Companies
SGC
$180M
| $510K | ﹤0.01% |
30,871
+23,709
| +331% | +$392K |
|
4659
IDT Corp
IDT
$1.69B
| $510K | ﹤0.01% |
10,735
-367
| -3% | -$17.4K |
|
4660
SunCoke Energy
SXC
$671M
| $509K | ﹤0.01% |
47,555
-240,371
| -83% | -$2.57M |
|
4661
SPDR S&P North American Natural Resources ETF
NANR
$661M
| $509K | ﹤0.01% |
9,955
-15,987
| -62% | -$817K |
|
4662
Bank7 Corp
BSVN
$446M
| $508K | ﹤0.01% |
10,896
+4,283
| +65% | +$200K |
|
|
INCE
4663
Franklin Income Equity Focus ETF
INCE
$94.7M
| $508K | ﹤0.01% |
9,165
+9,066
| +9,158% | +$502K |
|
4664
Oppenheimer Holdings
OPY
$822M
| $507K | ﹤0.01% |
7,916
+3,244
| +69% | +$208K |
|
4665
Lexicon Pharmaceuticals
LXRX
$432M
| $507K | ﹤0.01% |
686,117
+546,125
| +390% | +$404K |
|
|
TPZ
4666
Tortoise Power & Energy Infrastructure Fund
TPZ
$122M
| $507K | ﹤0.01% |
25,257
+6,230
| +33% | +$125K |
|
4667
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$347M
| $504K | ﹤0.01% |
22,665
+22,385
| +7,995% | +$498K |
|
4668
RPAR Risk Parity ETF
RPAR
$537M
| $503K | ﹤0.01% |
26,942
+3,638
| +16% | +$68K |
|
|
DBVT
4669
DBV Technologies
DBVT
$260M
| $502K | ﹤0.01% |
+162,376
| New | +$502K |
|
4670
ProShares Bitcoin Strategy ETF
BITO
$2.82B
| $501K | ﹤0.01% |
+22,004
| New | +$501K |
|
4671
Cornerstone Strategic Value Fund
CLM
$2.33B
| $498K | ﹤0.01% |
58,877
+38,650
| +191% | +$327K |
|
|
TECX
4672
Tectonic Therapeutic
TECX
$280M
| $497K | ﹤0.01% |
10,774
+10,771
| +359,033% | +$497K |
|
4673
Compugen
CGEN
$124M
| $497K | ﹤0.01% |
324,581
+88,010
| +37% | +$135K |
|
4674
Invesco S&P 500 BuyWrite ETF
PBP
$296M
| $497K | ﹤0.01% |
21,066
+1,361
| +7% | +$32.1K |
|
4675
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$294M
| $496K | ﹤0.01% |
+21,235
| New | +$496K |
|