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 |
Microsoft
MSFT
|
+$849M |
| 2 |
Apple
AAPL
|
+$707M |
| 3 |
Tesla
TSLA
|
+$370M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$354M |
| 5 |
Johnson & Johnson
JNJ
|
+$344M |
Top Sells
| 1 |
Salesforce
CRM
|
+$338M |
| 2 |
Meta Platforms (Facebook)
META
|
+$243M |
| 3 |
CTXS
Citrix Systems Inc
CTXS
|
+$223M |
| 4 |
iShares US Real Estate ETF
IYR
|
+$217M |
| 5 |
Vertiv
VRT
|
+$147M |
Sector Composition
| 1 | Technology | 13.92% |
| 2 | Healthcare | 9.62% |
| 3 | Financials | 9.19% |
| 4 | Consumer Discretionary | 6.32% |
| 5 | Industrials | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4776
Outset Medical
OM
$252M
| $115K | ﹤0.01% |
298
+16
| +6% | +$6.2K |
|
|
AGOV
4777
DELISTED
ETC Gavekal Asia Pacific Government Bond ETF
AGOV
| $115K | ﹤0.01% |
1,462
+603
| +70% | +$47.6K |
|
4778
Companhia Siderúrgica Nacional
SID
$2.04B
| $115K | ﹤0.01% |
41,830
+7,232
| +21% | +$20K |
|
4779
Village Super Market
VLGEA
$571M
| $115K | ﹤0.01% |
4,938
+4,328
| +710% | +$101K |
|
|
WIZ
4780
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
| $115K | ﹤0.01% |
4,180
+234
| +6% | +$6.43K |
|
4781
ProShares Short MidCap400
MYY
$3.47M
| $115K | ﹤0.01% |
4,619
+1,101
| +31% | +$27.4K |
|
4782
Destination XL Group
DXLG
$74.4M
| $115K | ﹤0.01% |
17,003
+11,083
| +187% | +$74.8K |
|
|
SDC
4783
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
| $115K | ﹤0.01% |
327,297
-163,008
| -33% | -$57.1K |
|
4784
VanEck Israel ETF
ISRA
$108M
| $115K | ﹤0.01% |
3,209
-355
| -10% | -$12.7K |
|
4785
Martin Midstream Partners
MMLP
$117M
| $114K | ﹤0.01% |
38,160
-6,333
| -14% | -$19K |
|
4786
DoubleVerify
DV
$2.08B
| $114K | ﹤0.01% |
5,211
-99,113
| -95% | -$2.18M |
|
4787
ProShares Ultra Utilities
UPW
$15.9M
| $114K | ﹤0.01% |
1,637
+562
| +52% | +$39.2K |
|
4788
BrightView Holdings
BV
$1.27B
| $114K | ﹤0.01% |
16,525
+14,992
| +978% | +$103K |
|
4789
iShares MSCI Peru and Global Exposure ETF
EPU
$182M
| $114K | ﹤0.01% |
3,971
+2,121
| +115% | +$60.8K |
|
|
CGAU
4790
Centerra Gold
CGAU
$1.94B
| $114K | ﹤0.01% |
21,972
-565
| -3% | -$2.93K |
|
4791
Riskified
RSKD
$748M
| $114K | ﹤0.01% |
24,623
+8,848
| +56% | +$40.9K |
|
4792
Kaiser Aluminum
KALU
$1.25B
| $113K | ﹤0.01% |
1,494
+77
| +5% | +$5.85K |
|
4793
iShares MSCI Global Energy Producers ETF
FILL
$79.8M
| $113K | ﹤0.01% |
4,675
+791
| +20% | +$19.2K |
|
4794
Alta Equipment Group
ALTG
$227M
| $113K | ﹤0.01% |
+8,594
| New | +$113K |
|
4795
Innovator US Equity Ultra Buffer ETF September
USEP
$153M
| $113K | ﹤0.01% |
+4,293
| New | +$113K |
|
|
CLSA
4796
DELISTED
Cabana Target Leading Sector Aggressive ETF
CLSA
| $113K | ﹤0.01% |
6,188
+2,461
| +66% | +$45K |
|
4797
NextDecade
NEXT
$1.72B
| $113K | ﹤0.01% |
22,853
+22,509
| +6,543% | +$111K |
|
4798
Vita Coco
COCO
$2.26B
| $112K | ﹤0.01% |
8,094
-147,209
| -95% | -$2.03M |
|
4799
VirTra
VTSI
$60.5M
| $112K | ﹤0.01% |
23,898
+13,927
| +140% | +$65.2K |
|
4800
Universal Electronics
UEIC
$61.2M
| $112K | ﹤0.01% |
5,363
+2,111
| +65% | +$43.9K |
|