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 | |
|---|---|---|---|---|---|---|
4876
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$1.72B
| $94.5K | ﹤0.01% |
+5,391
| New | +$94.5K |
|
4877
Gold Royalty Corp
GROY
$627M
| $94.5K | ﹤0.01% |
43,727
-9,483
| -18% | -$20.5K |
|
4878
Nkarta
NKTX
$142M
| $94.4K | ﹤0.01% |
26,579
-236
| -0.9% | -$838 |
|
4879
InnovAge Holding
INNV
$628M
| $94.3K | ﹤0.01% |
11,814
+1,832
| +18% | +$14.6K |
|
4880
Erasca
ERAS
$522M
| $94.1K | ﹤0.01% |
31,265
-166,054
| -84% | -$500K |
|
4881
Purple Innovation
PRPL
$113M
| $93.9K | ﹤0.01% |
35,575
+9,365
| +36% | +$24.7K |
|
4882
Sera Prognostics
SERA
$126M
| $93.9K | ﹤0.01% |
+24,512
| New | +$93.9K |
|
4883
Woori Financial
WF
$14.1B
| $93.7K | ﹤0.01% |
3,565
-180
| -5% | -$4.73K |
|
4884
HBT Financial
HBT
$819M
| $93.3K | ﹤0.01% |
4,733
+805
| +20% | +$15.9K |
|
4885
Pampa Energía
PAM
$3.12B
| $93.2K | ﹤0.01% |
2,825
-1,019
| -27% | -$33.6K |
|
|
MGI
4886
DELISTED
MoneyGram International, Inc. New
MGI
| $93.2K | ﹤0.01% |
8,941
-681,981
| -99% | -$7.11M |
|
|
MSB
4887
Mesabi Trust
MSB
$406M
| $93.1K | ﹤0.01% |
3,698
-3,040
| -45% | -$76.5K |
|
|
KVSA
4888
DELISTED
Khosla Ventures Acquisition Co. Class A Common Stock
KVSA
| $93.1K | ﹤0.01% |
9,180
+5,233
| +133% | +$53.1K |
|
4889
Smith Micro Software
SMSI
$16.9M
| $92.9K | ﹤0.01% |
10,009
-5,000
| -33% | -$46.4K |
|
4890
Global X Artificial Intelligence & Technology ETF
AIQ
$5.12B
| $92.7K | ﹤0.01% |
3,771
+1,207
| +47% | +$29.7K |
|
4891
Motley Fool Small-Cap Growth ETF
TMFS
$76.7M
| $92.7K | ﹤0.01% |
3,473
-191
| -5% | -$5.1K |
|
4892
Eastern Company
EML
$155M
| $92.6K | ﹤0.01% |
4,755
+196
| +4% | +$3.82K |
|
4893
Simplify Hedged Equity ETF
HEQT
$304M
| $92.5K | ﹤0.01% |
+3,913
| New | +$92.5K |
|
4894
Rush Street Interactive
RSI
$2.1B
| $92.4K | ﹤0.01% |
29,725
+15,782
| +113% | +$49.1K |
|
4895
Cardlytics
CDLX
$129M
| $92.4K | ﹤0.01% |
27,215
-147,607
| -84% | -$501K |
|
4896
T. Rowe Price Growth Stock ETF
TGRW
$899M
| $92.3K | ﹤0.01% |
3,836
+3,601
| +1,532% | +$86.6K |
|
4897
SPDR SSGA US Sector Rotation ETF
XLSR
$831M
| $92.2K | ﹤0.01% |
+2,296
| New | +$92.2K |
|
|
WIZ
4898
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
| $92K | ﹤0.01% |
3,305
-875
| -21% | -$24.4K |
|
|
NYAX
4899
Nayax
NYAX
$1.76B
| $92K | ﹤0.01% |
5,332
-24,220
| -82% | -$418K |
|
4900
First Trust Securitized Plus ETF
DEED
$73M
| $91.3K | ﹤0.01% |
4,205
+1,700
| +68% | +$36.9K |
|