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 |
Strategy Inc
MSTR
|
+$1.17B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$851M |
| 3 |
Boeing
BA
|
+$833M |
| 4 |
Microsoft
MSFT
|
+$802M |
| 5 |
Advanced Micro Devices
AMD
|
+$676M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$499M |
| 2 |
Unity
U
|
+$159M |
| 3 |
Amneal Pharmaceuticals
AMRX
|
+$159M |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$126M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 10.98% |
| 3 | Consumer Discretionary | 8.5% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4926
Sangamo Therapeutics
SGMO
$165M
| $341K | ﹤0.01% |
334,161
+235,991
| +240% | +$241K |
|
4927
Grupo Aval
AVAL
$3.75B
| $340K | ﹤0.01% |
167,661
+61,501
| +58% | +$125K |
|
4928
AB High Yield ETF
HYFI
$273M
| $339K | ﹤0.01% |
9,195
+7,195
| +360% | +$265K |
|
4929
WhiteHorse Finance
WHF
$187M
| $338K | ﹤0.01% |
34,926
-13,950
| -29% | -$135K |
|
4930
Sutro Biopharma
STRO
$75.2M
| $338K | ﹤0.01% |
183,661
+17,802
| +11% | +$32.8K |
|
4931
SelectQuote
SLQT
$354M
| $338K | ﹤0.01% |
90,798
-14,576
| -14% | -$54.2K |
|
4932
Nuveen Mortgage and Income Fund
JLS
$103M
| $336K | ﹤0.01% |
18,669
+464
| +3% | +$8.35K |
|
4933
Lexeo Therapeutics
LXEO
$278M
| $336K | ﹤0.01% |
51,054
+39,942
| +359% | +$263K |
|
4934
JPMorgan Limited Duration Bond ETF
JPLD
$2.86B
| $335K | ﹤0.01% |
6,502
-194
| -3% | -$10K |
|
4935
Nuveen CA Select Tax-Free Income Portfolio
NXC
$82.9M
| $335K | ﹤0.01% |
25,879
-1,184
| -4% | -$15.3K |
|
4936
Asure Software
ASUR
$214M
| $335K | ﹤0.01% |
35,550
+24,294
| +216% | +$229K |
|
4937
Invesco Global Clean Energy ETF
PBD
$86.4M
| $334K | ﹤0.01% |
28,889
-10,929
| -27% | -$126K |
|
4938
Direxion Daily Technology Bear 3x Shares
TECS
$47.4M
| $334K | ﹤0.01% |
7,008
+5,953
| +564% | +$284K |
|
4939
American Coastal Insurance
ACIC
$546M
| $334K | ﹤0.01% |
24,810
-8,526
| -26% | -$115K |
|
|
BSCY
4940
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$267M
| $334K | ﹤0.01% |
+16,513
| New | +$334K |
|
|
DMO
4941
Western Asset Mortgage Opportunity Fund
DMO
$137M
| $333K | ﹤0.01% |
28,179
+426
| +2% | +$5.03K |
|
|
HYI
4942
Western Asset High Yield Opportunity Fund Inc
HYI
$273M
| $332K | ﹤0.01% |
28,121
-2,615
| -9% | -$30.9K |
|
4943
OPAL Fuels
OPAL
$63.8M
| $332K | ﹤0.01% |
97,969
+28,411
| +41% | +$96.3K |
|
|
BGH
4944
Barings Global Short Duration High Yield Fund
BGH
$334M
| $332K | ﹤0.01% |
21,482
+2,659
| +14% | +$41.1K |
|
4945
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$168M
| $331K | ﹤0.01% |
5,055
-427
| -8% | -$28K |
|
4946
First Bank
FRBA
$415M
| $331K | ﹤0.01% |
23,545
-7,605
| -24% | -$107K |
|
4947
Arbutus Biopharma
ABUS
$815M
| $330K | ﹤0.01% |
101,005
-67,369
| -40% | -$220K |
|
4948
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.02B
| $330K | ﹤0.01% |
6,578
+6,396
| +3,514% | +$321K |
|
4949
Copel
ELP
$7.22B
| $330K | ﹤0.01% |
55,604
+55,336
| +20,648% | +$328K |
|
4950
iShares MSCI Brazil Small-Cap ETF
EWZS
$189M
| $330K | ﹤0.01% |
35,628
+5,369
| +18% | +$49.7K |
|