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 |
Meta Platforms (Facebook)
META
|
+$772M |
| 2 |
Apple
AAPL
|
+$642M |
| 3 |
NVIDIA
NVDA
|
+$626M |
| 4 |
Eli Lilly
LLY
|
+$561M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$447M |
Top Sells
| 1 |
Nike
NKE
|
+$1.2B |
| 2 |
Tesla
TSLA
|
+$536M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$274M |
| 4 |
Match Group
MTCH
|
+$261M |
| 5 |
CRH
CRH
|
+$233M |
Sector Composition
| 1 | Technology | 21.74% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 8.29% |
| 4 | Consumer Discretionary | 6.93% |
| 5 | Communication Services | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4726
LivePerson
LPSN
$97.5M
| $189K | ﹤0.01% |
147,616
+75,311
| +104% | +$96.4K |
|
4727
Simplify Short Term Treasury Futures Strategy ETF
TUA
$639M
| $189K | ﹤0.01% |
+8,206
| New | +$189K |
|
4728
Sprott Physical Gold
PHYS
$13.2B
| $188K | ﹤0.01% |
9,246
+8,996
| +3,598% | +$183K |
|
4729
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$104M
| $188K | ﹤0.01% |
3,478
+262
| +8% | +$14.2K |
|
|
MEGI
4730
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$746M
| $188K | ﹤0.01% |
12,619
-1,740
| -12% | -$25.9K |
|
4731
Sezzle
SEZL
$3.12B
| $188K | ﹤0.01% |
6,612
-13,188
| -67% | -$375K |
|
4732
Riskified
RSKD
$748M
| $188K | ﹤0.01% |
39,731
-33,792
| -46% | -$160K |
|
4733
Potbelly
PBPB
$515M
| $188K | ﹤0.01% |
22,514
+12,742
| +130% | +$106K |
|
4734
Park-Ohio Holdings
PKOH
$311M
| $188K | ﹤0.01% |
6,114
+1,422
| +30% | +$43.7K |
|
4735
Odyssey Marine Exploration
OMEX
$82.2M
| $188K | ﹤0.01% |
226,525
+225,815
| +31,805% | +$187K |
|
4736
Carter Bankshares
CARE
$448M
| $187K | ﹤0.01% |
10,761
+3,754
| +54% | +$65.3K |
|
|
CWBC
4737
Community West Bancshares
CWBC
$413M
| $187K | ﹤0.01% |
9,715
+2,797
| +40% | +$53.9K |
|
4738
Chegg
CHGG
$179M
| $187K | ﹤0.01% |
105,663
-14,711
| -12% | -$26K |
|
4739
Anika Therapeutics
ANIK
$128M
| $186K | ﹤0.01% |
7,540
+451
| +6% | +$11.1K |
|
4740
Southern First Bancshares
SFST
$370M
| $186K | ﹤0.01% |
5,460
-742
| -12% | -$25.3K |
|
4741
Arcos Dorados Holdings
ARCO
$1.41B
| $186K | ﹤0.01% |
21,329
-6,958
| -25% | -$60.7K |
|
4742
iShares Global Consumer Discretionary ETF
RXI
$279M
| $186K | ﹤0.01% |
1,046
+174
| +20% | +$30.9K |
|
|
MSVX
4743
DELISTED
LHA Market State Alpha Seeker ETF
MSVX
| $185K | ﹤0.01% |
8,388
+5,305
| +172% | +$117K |
|
4744
Taysha Gene Therapies
TSHA
$772M
| $185K | ﹤0.01% |
92,001
+35,922
| +64% | +$72.2K |
|
4745
VEON
VEON
$3.81B
| $185K | ﹤0.01% |
6,071
-334
| -5% | -$10.2K |
|
4746
Eventbrite
EB
$293M
| $185K | ﹤0.01% |
67,644
+31,010
| +85% | +$84.7K |
|
4747
Capital Group Dividend Growers ETF
CGDG
$3.26B
| $185K | ﹤0.01% |
+6,008
| New | +$185K |
|
4748
Unity Bancorp
UNTY
$516M
| $185K | ﹤0.01% |
5,418
+1,218
| +29% | +$41.5K |
|
4749
LanzaTech
LNZA
$40.5M
| $184K | ﹤0.01% |
965
+541
| +128% | +$103K |
|
4750
First Trust SSI Strategic Convertible Securities ETF
FCVT
$96.3M
| $184K | ﹤0.01% |
5,149
+2,053
| +66% | +$73.3K |
|