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
|
+$3.04B |
| 2 |
Apple
AAPL
|
+$2B |
| 3 |
NVIDIA
NVDA
|
+$1.79B |
| 4 |
Amazon
AMZN
|
+$1.24B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.03B |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$555M |
| 2 |
Schlumberger
SLB
|
+$482M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$362M |
| 4 |
iShares Gold Trust
IAU
|
+$322M |
| 5 |
CRH
CRH
|
+$213M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Financials | 10.32% |
| 3 | Healthcare | 8.24% |
| 4 | Consumer Discretionary | 7.26% |
| 5 | Industrials | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4926
Taboola.com
TBLA
$1.04B
| $139K | ﹤0.01% |
31,236
+6,414
| +26% | +$28.5K |
|
4927
eGain
EGAN
$243M
| $138K | ﹤0.01% |
21,396
-1,280
| -6% | -$8.26K |
|
4928
ProShares UltraShort Russell2000
TWM
$32.2M
| $137K | ﹤0.01% |
2,614
-4,392
| -63% | -$230K |
|
4929
Innovator Premium Income 30 Barrier ETF April
APRJ
$36.8M
| $137K | ﹤0.01% |
5,579
+4,009
| +255% | +$98.3K |
|
4930
iShares MSCI Turkey ETF
TUR
$175M
| $137K | ﹤0.01% |
3,804
-2,777
| -42% | -$99.8K |
|
4931
Foghorn Therapeutics
FHTX
$284M
| $137K | ﹤0.01% |
20,374
-3,007
| -13% | -$20.2K |
|
4932
Cato Corp
CATO
$86.4M
| $136K | ﹤0.01% |
23,627
-1,664
| -7% | -$9.6K |
|
4933
Kornit Digital
KRNT
$665M
| $136K | ﹤0.01% |
7,502
+5,498
| +274% | +$99.6K |
|
4934
Western New England Bancorp
WNEB
$258M
| $136K | ﹤0.01% |
17,712
+1,985
| +13% | +$15.2K |
|
4935
FT Energy Income Partners Strategy ETF
EIPX
$383M
| $135K | ﹤0.01% |
+5,871
| New | +$135K |
|
4936
Children's Place
PLCE
$141M
| $135K | ﹤0.01% |
11,687
-85,645
| -88% | -$988K |
|
4937
Ultrapar
UGP
$4.15B
| $135K | ﹤0.01% |
23,542
-1,240
| -5% | -$7.09K |
|
4938
The ONE Group
STKS
$76.5M
| $134K | ﹤0.01% |
24,086
-5,674
| -19% | -$31.6K |
|
4939
Design Therapeutics
DSGN
$345M
| $133K | ﹤0.01% |
33,033
-17,408
| -35% | -$70.2K |
|
4940
TELUS International
TIXT
$1.25B
| $133K | ﹤0.01% |
15,717
+15,225
| +3,095% | +$129K |
|
|
LUXE
4941
LuxExperience B.V.
LUXE
$1.17B
| $133K | ﹤0.01% |
41,757
-1,482
| -3% | -$4.71K |
|
4942
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
| $133K | ﹤0.01% |
6,660
-2,084
| -24% | -$41.5K |
|
4943
Verrica Pharmaceuticals
VRCA
$41.5M
| $132K | ﹤0.01% |
2,233
-196
| -8% | -$11.6K |
|
4944
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$425M
| $132K | ﹤0.01% |
11,173
+4,198
| +60% | +$49.6K |
|
4945
Lifecore Biomedical
LFCR
$294M
| $132K | ﹤0.01% |
24,789
-50,975
| -67% | -$271K |
|
4946
ProShares Short 7-10 Year Treasury
TBX
$13.3M
| $131K | ﹤0.01% |
4,493
+3,904
| +663% | +$114K |
|
|
EMF
4947
Templeton Emerging Markets Fund
EMF
$248M
| $130K | ﹤0.01% |
10,926
-5,192
| -32% | -$62K |
|
4948
Direct Digital Holdings
DRCT
$8.39M
| $130K | ﹤0.01% |
8,538
+3,161
| +59% | +$48.2K |
|
4949
CompoSecure
CMPO
$2.02B
| $130K | ﹤0.01% |
21,594
-1,241
| -5% | -$7.45K |
|
|
LOGC
4950
DELISTED
ContextLogic
LOGC
| $129K | ﹤0.01% |
22,751
+3,457
| +18% | +$19.7K |
|