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 | |
|---|---|---|---|---|---|---|
4851
Oil-Dri
ODC
$957M
| $99.1K | ﹤0.01% |
4,762
+376
| +9% | +$7.82K |
|
4852
Evolv Technologies
EVLV
$1.38B
| $99.1K | ﹤0.01% |
31,749
+1,185
| +4% | +$3.7K |
|
4853
ProShares UltraPro Russell2000
URTY
$426M
| $98.6K | ﹤0.01% |
2,607
+1,366
| +110% | +$51.7K |
|
4854
Rocky Brands
RCKY
$217M
| $98.2K | ﹤0.01% |
4,258
+1,703
| +67% | +$39.3K |
|
|
NEX
4855
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $98.1K | ﹤0.01% |
12,339
-256,014
| -95% | -$2.04M |
|
|
PARAP
4856
DELISTED
Paramount Global 5.75% Series A Mandatory Convertible Preferred Stock
PARAP
| $98K | ﹤0.01% |
3,273
-4,670
| -59% | -$140K |
|
|
AVDL
4857
Avadel Pharmaceuticals
AVDL
$1.57B
| $97.7K | ﹤0.01% |
10,671
+7,745
| +265% | +$70.9K |
|
4858
Mercer International
MERC
$192M
| $97.1K | ﹤0.01% |
9,932
-10,483
| -51% | -$102K |
|
|
FSCO
4859
FS Credit Opportunities Corp
FSCO
$1.47B
| $96.9K | ﹤0.01% |
21,815
-232,824
| -91% | -$1.03M |
|
4860
Universal Technical Institute
UTI
$1.54B
| $96.6K | ﹤0.01% |
13,093
+6,677
| +104% | +$49.3K |
|
|
HIBB
4861
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $96.5K | ﹤0.01% |
1,636
+1,466
| +862% | +$86.5K |
|
4862
Radiant Logistics
RLGT
$281M
| $96.4K | ﹤0.01% |
14,694
+1,267
| +9% | +$8.31K |
|
4863
Pro-Dex
PDEX
$112M
| $96.3K | ﹤0.01% |
5,867
+4,742
| +422% | +$77.8K |
|
4864
Innovator Gradient Tactical Rotation Strategy ETF
IGTR
$63.8M
| $96.2K | ﹤0.01% |
4,336
+2,883
| +198% | +$64K |
|
4865
AdvisorShares Dorsey Wright ADR ETF
AADR
$45.6M
| $96.2K | ﹤0.01% |
2,014
-1,000
| -33% | -$47.8K |
|
4866
VirTra
VTSI
$60.5M
| $95.9K | ﹤0.01% |
23,977
+79
| +0.3% | +$316 |
|
|
GLQ
4867
Clough Global Equity Fund
GLQ
$143M
| $95.8K | ﹤0.01% |
15,804
+1,829
| +13% | +$11.1K |
|
4868
Associated Banc-Corp
ASB
$4.36B
| $95.6K | ﹤0.01% |
5,318
-78,698
| -94% | -$1.41M |
|
|
QQQN
4869
DELISTED
VictoryShares Nasdaq Next 50 ETF
QQQN
| $95.3K | ﹤0.01% |
3,714
-6,283
| -63% | -$161K |
|
4870
Couchbase
BASE
$1.35B
| $95.3K | ﹤0.01% |
6,776
-1,110
| -14% | -$15.6K |
|
4871
Rigel Pharmaceuticals
RIGL
$623M
| $95.1K | ﹤0.01% |
7,205
+4,901
| +213% | +$64.7K |
|
4872
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$221M
| $94.7K | ﹤0.01% |
3,251
+278
| +9% | +$8.1K |
|
4873
Jakks Pacific
JAKK
$201M
| $94.7K | ﹤0.01% |
5,474
+4,073
| +291% | +$70.5K |
|
4874
Trupanion
TRUP
$1.94B
| $94.6K | ﹤0.01% |
2,206
-655
| -23% | -$28.1K |
|
4875
Blue Ridge Bankshares
BRBS
$396M
| $94.6K | ﹤0.01% |
9,273
+4,565
| +97% | +$46.6K |
|