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
|
+$1.56B |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$720M |
| 3 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$652M |
| 4 |
Truist Financial
TFC
|
+$553M |
| 5 |
VanEck Gold Miners ETF
GDX
|
+$298M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.36B |
| 2 |
Alibaba
BABA
|
+$872M |
| 3 |
AABA
Altaba Inc. Common Stock
AABA
|
+$759M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$503M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
+$467M |
Sector Composition
| 1 | Technology | 12.45% |
| 2 | Financials | 9.35% |
| 3 | Healthcare | 8.43% |
| 4 | Consumer Discretionary | 6.92% |
| 5 | Industrials | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4701
Verastem
VSTM
$587M
| $167K | ﹤0.01% |
10,372
-614
| -6% | -$9.89K |
|
|
FIYY
4702
DELISTED
Barclays ETN+ FI Enhanced Global High Yield ETN Series B
FIYY
| $167K | ﹤0.01% |
1,353
+352
| +35% | +$43.4K |
|
|
UGLD
4703
DELISTED
VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER
UGLD
| $167K | ﹤0.01% |
+1,189
| New | +$167K |
|
|
CBAY
4704
DELISTED
Cymabay Therapeutics
CBAY
| $166K | ﹤0.01% |
84,509
-73,877
| -47% | -$145K |
|
4705
Acacia Research
ACTG
$328M
| $166K | ﹤0.01% |
62,480
+18,691
| +43% | +$49.7K |
|
4706
Cytosorbents Corp
CTSO
$58.6M
| $166K | ﹤0.01% |
43,015
+18,326
| +74% | +$70.7K |
|
|
GNT
4707
GAMCO Natural Resources, Gold & Income Trust
GNT
$112M
| $166K | ﹤0.01% |
27,746
+2,279
| +9% | +$13.6K |
|
4708
Relmada Therapeutics
RLMD
$54.8M
| $166K | ﹤0.01% |
+4,257
| New | +$166K |
|
|
PAMT
4709
PAMT CORP Common Stock
PAMT
$274M
| $166K | ﹤0.01% |
11,488
+2,476
| +27% | +$35.8K |
|
4710
Comstock Resources
CRK
$5B
| $165K | ﹤0.01% |
20,043
+7,035
| +54% | +$57.9K |
|
4711
GSI Technology
GSIT
$107M
| $165K | ﹤0.01% |
23,289
+10,895
| +88% | +$77.2K |
|
4712
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$864M
| $165K | ﹤0.01% |
947
+281
| +42% | +$49K |
|
4713
Oak Valley Bancorp
OVLY
$236M
| $165K | ﹤0.01% |
8,481
+3,221
| +61% | +$62.7K |
|
|
SBT
4714
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $165K | ﹤0.01% |
20,394
+7,812
| +62% | +$63.2K |
|
4715
Dorian LPG
LPG
$1.38B
| $164K | ﹤0.01% |
10,605
+6,635
| +167% | +$103K |
|
4716
SandRidge Energy
SD
$426M
| $164K | ﹤0.01% |
38,705
+21,143
| +120% | +$89.6K |
|
|
PRTK
4717
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $164K | ﹤0.01% |
40,791
+21,088
| +107% | +$84.8K |
|
4718
Avalo Therapeutics
AVTX
$156M
| $163K | ﹤0.01% |
11
+5
| +83% | +$74.1K |
|
4719
89bio
ETNB
$2.22B
| $163K | ﹤0.01% |
+6,193
| New | +$163K |
|
4720
GameStop
GME
$11.6B
| $163K | ﹤0.01% |
107,420
+77,500
| +259% | +$118K |
|
4721
Zynex
ZYXI
$47M
| $163K | ﹤0.01% |
22,771
+8,793
| +63% | +$62.9K |
|
|
GFN
4722
DELISTED
General Finance Corporation
GFN
| $163K | ﹤0.01% |
14,761
+6,037
| +69% | +$66.7K |
|
4723
PrimeEnergy Resources
PNRG
$283M
| $162K | ﹤0.01% |
1,069
+175
| +20% | +$26.5K |
|
|
CIICU
4724
DELISTED
CIIG Merger Corp. Units
CIICU
| $162K | ﹤0.01% |
+15,900
| New | +$162K |
|
|
DESP
4725
DELISTED
Despegar.com
DESP
| $160K | ﹤0.01% |
11,923
-1,907
| -14% | -$25.6K |
|