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 | |
|---|---|---|---|---|---|---|
4676
Vertex
VERX
$4.01B
| $127K | ﹤0.01% |
6,123
-3,176
| -34% | -$65.7K |
|
|
NPKI
4677
NPK International
NPKI
$922M
| $127K | ﹤0.01% |
32,901
-528
| -2% | -$2.03K |
|
|
HYB
4678
DELISTED
New America High Income Fund, Inc.
HYB
| $126K | ﹤0.01% |
18,573
+4,638
| +33% | +$31.6K |
|
4679
MetroCity Bankshares
MCBS
$741M
| $126K | ﹤0.01% |
7,389
+1,063
| +17% | +$18.2K |
|
|
DHF
4680
BNY Mellon High Yield Strategies Fund
DHF
$189M
| $126K | ﹤0.01% |
58,107
-27,568
| -32% | -$59.8K |
|
4681
Invesco DB Energy Fund
DBE
$49.1M
| $126K | ﹤0.01% |
6,128
+318
| +5% | +$6.53K |
|
4682
REV Group
REVG
$2.88B
| $126K | ﹤0.01% |
10,491
+5,886
| +128% | +$70.6K |
|
4683
Inogen
INGN
$234M
| $126K | ﹤0.01% |
10,079
+768
| +8% | +$9.59K |
|
4684
The SPAC and New Issue ETF
SPCX
$9.3M
| $126K | ﹤0.01% |
5,258
-1,222
| -19% | -$29.2K |
|
4685
Wolverine World Wide
WWW
$2.44B
| $126K | ﹤0.01% |
7,363
+4,444
| +152% | +$75.8K |
|
4686
T. Rowe Price US Equity Research ETF
TSPA
$1.99B
| $125K | ﹤0.01% |
5,108
+4,901
| +2,368% | +$120K |
|
4687
Innovator US Equity Power Buffer ETF July
PJUL
$1.17B
| $125K | ﹤0.01% |
+3,947
| New | +$125K |
|
4688
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.54B
| $125K | ﹤0.01% |
1,694
+1,062
| +168% | +$78.1K |
|
4689
Arrow Dow Jones Global Yield ETF
GYLD
$27.7M
| $124K | ﹤0.01% |
9,514
+7,399
| +350% | +$96.6K |
|
4690
Western New England Bancorp
WNEB
$258M
| $124K | ﹤0.01% |
15,099
+5,109
| +51% | +$41.9K |
|
|
IAUX
4691
i-80 Gold Corp
IAUX
$775M
| $124K | ﹤0.01% |
50,553
+9,448
| +23% | +$23.1K |
|
4692
Quanterix
QTRX
$252M
| $124K | ﹤0.01% |
10,967
-7,540
| -41% | -$85K |
|
4693
HCM Defender 100 Index ETF
QQH
$670M
| $124K | ﹤0.01% |
3,137
-2,018
| -39% | -$79.4K |
|
4694
Southern Missouri Bancorp
SMBC
$632M
| $123K | ﹤0.01% |
3,300
+297
| +10% | +$11.1K |
|
4695
AdvisorShares Hotel ETF
BEDZ
$2.94M
| $123K | ﹤0.01% |
5,043
+4,456
| +759% | +$109K |
|
4696
Forestar Group
FOR
$1.36B
| $123K | ﹤0.01% |
7,903
+7,764
| +5,586% | +$121K |
|
4697
AdvisorShares Q Dynamic Growth ETF
QPX
$30.3M
| $123K | ﹤0.01% |
4,876
-2,267
| -32% | -$57.1K |
|
4698
Reservoir Media Inc Warrant
RSVRW
| $123K | ﹤0.01% |
76,221
-737
| -1% | -$1.19K |
|
4699
Hydrofarm Holdings
HYFM
$15M
| $123K | ﹤0.01% |
7,093
-84,929
| -92% | -$1.47M |
|
4700
2x Long VIX Futures ETF
UVIX
$430M
| $123K | ﹤0.01% |
+77
| New | +$123K |
|