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 |
NVIDIA
NVDA
|
+$1.37B |
| 2 |
Apple
AAPL
|
+$1.22B |
| 3 |
Microsoft
MSFT
|
+$1.11B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$885M |
| 5 |
Nike
NKE
|
+$833M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$398M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$385M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$351M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$263M |
| 5 |
NRG Energy
NRG
|
+$239M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 10.23% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ALLG
4826
DELISTED
Allego N.V.
ALLG
| $132K | ﹤0.01% |
78,672
+78,138
| +14,633% | +$131K |
|
4827
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
| $132K | ﹤0.01% |
6,655
-5
| -0.1% | -$99 |
|
4828
ClearBridge Dividend Strategy ESG ETF
YLDE
$117M
| $132K | ﹤0.01% |
2,810
+1,914
| +214% | +$89.9K |
|
4829
Investors Title Co
ITIC
$480M
| $132K | ﹤0.01% |
732
-930
| -56% | -$168K |
|
4830
Guaranty Bancshares
GNTY
$564M
| $132K | ﹤0.01% |
4,179
-4,994
| -54% | -$158K |
|
4831
Cricut
CRCT
$1.45B
| $132K | ﹤0.01% |
21,991
-32,999
| -60% | -$198K |
|
4832
Organogenesis Holdings
ORGO
$581M
| $132K | ﹤0.01% |
47,042
-28,908
| -38% | -$80.9K |
|
4833
Surrozen
SRZN
$105M
| $132K | ﹤0.01% |
+12,027
| New | +$132K |
|
4834
Utah Medical Products
UTMD
$199M
| $132K | ﹤0.01% |
1,971
-1,635
| -45% | -$109K |
|
4835
Alerus Financial
ALRS
$587M
| $131K | ﹤0.01% |
6,687
-12,371
| -65% | -$243K |
|
4836
DoubleLine Commercial Real Estate ETF
DCRE
$320M
| $131K | ﹤0.01% |
2,550
+2,195
| +618% | +$113K |
|
4837
MVB Financial
MVBF
$309M
| $131K | ﹤0.01% |
7,012
-4,273
| -38% | -$79.6K |
|
|
GRP.U
4838
Granite Real Estate Investment Trust
GRP.U
$3.45B
| $131K | ﹤0.01% |
2,632
-204
| -7% | -$10.1K |
|
|
RVNC
4839
DELISTED
Revance Therapeutics, Inc.
RVNC
| $130K | ﹤0.01% |
50,773
-139,419
| -73% | -$358K |
|
4840
Fidelity Low Volatility Factor ETF
FDLO
$1.33B
| $130K | ﹤0.01% |
2,287
-7,296
| -76% | -$416K |
|
4841
Franklin FTSE Brazil ETF
FLBR
$226M
| $130K | ﹤0.01% |
7,845
+3,806
| +94% | +$63.3K |
|
4842
Greene County Bancorp
GCBC
$408M
| $130K | ﹤0.01% |
3,862
-4,883
| -56% | -$165K |
|
4843
BranchOut Food
BOF
$26.6M
| $130K | ﹤0.01% |
186,844
+185,156
| +10,969% | +$129K |
|
4844
Adecoagro
AGRO
$791M
| $130K | ﹤0.01% |
13,358
-7,327
| -35% | -$71.3K |
|
4845
PetMed Express
PETS
$56.4M
| $129K | ﹤0.01% |
31,946
-15,642
| -33% | -$63.4K |
|
4846
Skillz
SKLZ
$112M
| $129K | ﹤0.01% |
17,977
+17,707
| +6,558% | +$127K |
|
4847
Donegal Group Class A
DGICA
$706M
| $129K | ﹤0.01% |
9,991
-7,996
| -44% | -$103K |
|
4848
Holley
HLLY
$393M
| $128K | ﹤0.01% |
35,859
-24,177
| -40% | -$86.6K |
|
4849
Larimar Therapeutics
LRMR
$359M
| $128K | ﹤0.01% |
17,672
-8,926
| -34% | -$64.7K |
|
|
CWBC
4850
Community West Bancshares
CWBC
$413M
| $128K | ﹤0.01% |
6,918
-3,086
| -31% | -$57.1K |
|