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 | |
|---|---|---|---|---|---|---|
4701
FreightCar America
RAIL
$174M
| $122K | ﹤0.01% |
39,196
+4,462
| +13% | +$13.9K |
|
4702
PSQ Holdings
PSQH
$105M
| $122K | ﹤0.01% |
+12,053
| New | +$122K |
|
4703
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$249M
| $122K | ﹤0.01% |
4,403
+2,181
| +98% | +$60.4K |
|
4704
VEON
VEON
$3.81B
| $122K | ﹤0.01% |
6,866
-1
| -0% | -$18 |
|
4705
Choiceone Financial
COFS
$450M
| $122K | ﹤0.01% |
4,814
-255
| -5% | -$6.44K |
|
|
SNPO
4706
DELISTED
Snap One Holdings Corp. Common Stock
SNPO
| $121K | ﹤0.01% |
12,982
+5,092
| +65% | +$47.6K |
|
4707
ProShares UltraShort Real Estate
SRS
$22.3M
| $121K | ﹤0.01% |
1,740
+1,478
| +564% | +$103K |
|
4708
Nuveen Short-Term REIT ETF
NURE
$33.7M
| $121K | ﹤0.01% |
4,064
+3,391
| +504% | +$101K |
|
4709
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
$24.7M
| $121K | ﹤0.01% |
4,504
-732
| -14% | -$19.6K |
|
|
JBIO
4710
Jade Biosciences
JBIO
$242M
| $121K | ﹤0.01% |
+171
| New | +$121K |
|
|
GDL
4711
GDL Fund
GDL
$94.7M
| $120K | ﹤0.01% |
15,339
+3,009
| +24% | +$23.6K |
|
4712
Lightspeed Commerce
LSPD
$1.71B
| $120K | ﹤0.01% |
7,927
+3,272
| +70% | +$49.7K |
|
|
WINC
4713
DELISTED
Western Asset Short Duration Income ETF
WINC
| $120K | ﹤0.01% |
5,086
+4,927
| +3,099% | +$116K |
|
4714
Village Super Market
VLGEA
$571M
| $120K | ﹤0.01% |
5,254
+316
| +6% | +$7.23K |
|
|
NFGC
4715
New Found Gold
NFGC
$515M
| $120K | ﹤0.01% |
24,000
-161
| -0.7% | -$805 |
|
4716
SelectQuote
SLQT
$354M
| $119K | ﹤0.01% |
55,062
-3,374
| -6% | -$7.32K |
|
4717
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$289M
| $119K | ﹤0.01% |
3,448
-1,623
| -32% | -$56.2K |
|
|
TDF
4718
Templeton Dragon Fund
TDF
$290M
| $119K | ﹤0.01% |
11,273
-959
| -8% | -$10.2K |
|
4719
Pacer Trendpilot US Bond ETF
PTBD
$131M
| $119K | ﹤0.01% |
5,923
-4,671
| -44% | -$94K |
|
4720
Leuthold Core ETF
LCR
$71M
| $119K | ﹤0.01% |
+4,005
| New | +$119K |
|
4721
Suzano
SUZ
$11.8B
| $119K | ﹤0.01% |
14,454
-7,051
| -33% | -$57.9K |
|
4722
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| $119K | ﹤0.01% |
+3,572
| New | +$119K |
|
|
NUTX
4723
Nutex Health
NUTX
$534M
| $119K | ﹤0.01% |
783
+201
| +35% | +$30.4K |
|
|
AUTL
4724
Autolus Therapeutics
AUTL
$357M
| $118K | ﹤0.01% |
64,367
+47,368
| +279% | +$87.2K |
|
4725
Cantaloupe
CTLP
$780M
| $118K | ﹤0.01% |
20,733
+6,669
| +47% | +$38K |
|