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 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56B |
| 2 |
Eaton
ETN
|
$585M |
| 3 |
SPDR Gold Trust
GLD
|
$582M |
| 4 |
Hewlett Packard
HPE
|
$514M |
| 5 |
Southwest Airlines
LUV
|
$510M |
Top Sells
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
$660M |
| 2 |
Phillips 66
PSX
|
$549M |
| 3 |
Microsoft
MSFT
|
$513M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$480M |
| 5 |
Boeing
BA
|
$458M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4776
T-REX 2X Long Tesla Daily Target ETF
TSLT
$349M
| $416K | ﹤0.01% | 31,856 +26,299 | +473% | +$343K |
|
4777
VEON
VEON
$4.05B
| $415K | ﹤0.01% | 9,526 +2,129 | +29% | +$92.8K |
|
4778
Global Industrial
GIC
$1.43B
| $415K | ﹤0.01% | 18,530 -37,653 | -67% | -$843K |
|
4779
Parke Bancorp
PKBK
$267M
| $415K | ﹤0.01% | 22,017 +3,774 | +21% | +$71.1K |
|
4780
Perma-Fix Environmental Services
PESI
$220M
| $415K | ﹤0.01% | 57,052 +1,366 | +2% | +$9.93K |
|
4781
SPDR SSGA Global Allocation ETF
GAL
$265M
| $415K | ﹤0.01% | 9,252 +2,285 | +33% | +$102K |
|
4782
Bridge Investment Group
BRDG
$455M
| $415K | ﹤0.01% | 43,275 +1,806 | +4% | +$17.3K |
|
|
QVCGA
4783
QVC Group, Inc. Series A Common Stock
QVCGA
$69.2M
| $413K | ﹤0.01% | 2,054,986 +1,334,456 | +185% | +$268K |
|
4784
Neuronetics
STIM
$220M
| $413K | ﹤0.01% | 112,114 -291,510 | -72% | -$1.07M |
|
4785
GSI Technology
GSIT
$85.5M
| $412K | ﹤0.01% | 203,077 +168,616 | +489% | +$342K |
|
|
SWZ
4786
Swiss Helvetia Fund
SWZ
$78.5M
| $411K | ﹤0.01% | 44,587 -14,231 | -24% | -$131K |
|
4787
ARK Israel Innovative Technology ETF
IZRL
$119M
| $411K | ﹤0.01% | 19,164 -2,587 | -12% | -$55.5K |
|
4788
Bassett Furniture
BSET
$146M
| $410K | ﹤0.01% | 26,895 -7,513 | -22% | -$115K |
|
4789
Cartesian Therapeutics
RNAC
$261M
| $410K | ﹤0.01% | 31,118 +13,538 | +77% | +$178K |
|
4790
Palmer Square Capital BDC
PSBD
$456M
| $410K | ﹤0.01% | 30,758 -7,390 | -19% | -$98.4K |
|
|
LUXE
4791
LuxExperience B.V. American Depositary Shares, each representing one Ordinary Share
LUXE
$1.27B
| $409K | ﹤0.01% | 54,165 +29,946 | +124% | +$226K |
|
|
AWP
4792
abrdn Global Premier Properties Fund
AWP
$347M
| $408K | ﹤0.01% | 105,233 -122,305 | -54% | -$475K |
|
4793
Nerdy
NRDY
$165M
| $408K | ﹤0.01% | 287,454 +136,782 | +91% | +$194K |
|
4794
Heartbeam
BEAT
$46.3M
| $408K | ﹤0.01% | 203,037 +43,035 | +27% | +$86.5K |
|
4795
Atlanticus Holdings
ATLC
$1.01B
| $408K | ﹤0.01% | 7,973 +3,274 | +70% | +$167K |
|
4796
Y-mAbs Therapeutics
YMAB
$388M
| $406K | ﹤0.01% | 91,576 +52,644 | +135% | +$233K |
|
4797
Sensus Healthcare
SRTS
$55.7M
| $405K | ﹤0.01% | 85,568 -51,748 | -38% | -$245K |
|
4798
Flexsteel Industries
FLXS
$245M
| $404K | ﹤0.01% | 11,069 +7,898 | +249% | +$288K |
|
4799
First Trust Dow 30 Equal Weight ETF
EDOW
$224M
| $404K | ﹤0.01% | 11,153 -747 | -6% | -$27.1K |
|
4800
TELA Bio
TELA
$70.5M
| $403K | ﹤0.01% | 330,683 -437,147 | -57% | -$533K |
|