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 |
iShares Core S&P 500 ETF
IVV
|
+$1.1B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$610M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$379M |
| 4 |
UBS Group
UBS
|
+$226M |
| 5 |
PLAN
Anaplan, Inc.
PLAN
|
+$219M |
Top Sells
| 1 |
Apple
AAPL
|
+$733M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$706M |
| 3 |
Microsoft
MSFT
|
+$702M |
| 4 |
Amazon
AMZN
|
+$625M |
| 5 |
Home Depot
HD
|
+$364M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 8.2% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 5.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HNW
4951
Pioneer Diversified High Income Fund
HNW
$107M
| $137K | ﹤0.01% |
8,980
-740
| -8% | -$11.3K |
|
4952
Omega Flex
OFLX
$341M
| $137K | ﹤0.01% |
+1,083
| New | +$137K |
|
4953
Payoneer
PAYO
$2.37B
| $137K | ﹤0.01% |
+18,627
| New | +$137K |
|
4954
ProShares Ultra Consumer Discretionary
UCC
$16.7M
| $137K | ﹤0.01% |
2,604
-1,212
| -32% | -$63.8K |
|
4955
Global X FTSE Southeast Asia ETF
ASEA
$66.7M
| $136K | ﹤0.01% |
9,364
+1,398
| +18% | +$20.3K |
|
4956
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$607M
| $136K | ﹤0.01% |
5,375
+1,351
| +34% | +$34.2K |
|
4957
Gaotu Techedu
GOTU
$850M
| $136K | ﹤0.01% |
69,810
-159,508
| -70% | -$311K |
|
4958
Motorcar Parts of America
MPAA
$320M
| $136K | ﹤0.01% |
7,945
+7,177
| +935% | +$123K |
|
4959
ProShares Ultra Bloomberg Crude Oil
UCO
$350M
| $136K | ﹤0.01% |
6,256
-12,644
| -67% | -$275K |
|
|
HMTV
4960
DELISTED
Hemisphere Media Group, Inc.
HMTV
| $136K | ﹤0.01% |
18,698
+12,588
| +206% | +$91.6K |
|
4961
Enlivex Therapeutics
ENLV
$24.8M
| $135K | ﹤0.01% |
21,646
+6,192
| +40% | +$38.6K |
|
4962
Primis Financial Corp
FRST
$266M
| $135K | ﹤0.01% |
8,956
+8,844
| +7,896% | +$133K |
|
4963
Direxion Daily South Korea Bull 3X Shares
KORU
$130M
| $135K | ﹤0.01% |
533
+417
| +359% | +$106K |
|
4964
Olaplex Holdings
OLPX
$947M
| $135K | ﹤0.01% |
4,651
+3,641
| +360% | +$106K |
|
|
IMPL
4965
DELISTED
Impel Pharmaceuticals Inc. Common Stock
IMPL
| $135K | ﹤0.01% |
15,667
+9,136
| +140% | +$78.7K |
|
|
LFG
4966
DELISTED
Archaea Energy Inc.
LFG
| $135K | ﹤0.01% |
+7,390
| New | +$135K |
|
|
NREF
4967
NexPoint Real Estate Finance
NREF
$257M
| $134K | ﹤0.01% |
6,971
+6,326
| +981% | +$122K |
|
4968
Passage Bio
PASG
$22.8M
| $134K | ﹤0.01% |
1,056
+1,002
| +1,856% | +$127K |
|
4969
Remitly
RELY
$3.53B
| $134K | ﹤0.01% |
6,518
+4,531
| +228% | +$93.2K |
|
|
TIGR
4970
UP Fintech Holding
TIGR
$1.98B
| $134K | ﹤0.01% |
27,277
-216,071
| -89% | -$1.06M |
|
|
FZT
4971
DELISTED
FAST Acquisition Corp. II
FZT
| $134K | ﹤0.01% |
+13,787
| New | +$134K |
|
|
GSEVU
4972
DELISTED
Gores Holdings VII, Inc. Units
GSEVU
| $134K | ﹤0.01% |
13,506
-572
| -4% | -$5.68K |
|
4973
Alpha Metallurgical Resources
AMR
$2.17B
| $133K | ﹤0.01% |
2,186
+2,079
| +1,943% | +$126K |
|
4974
Ezcorp Inc
EZPW
$1.08B
| $133K | ﹤0.01% |
18,161
+17,961
| +8,981% | +$132K |
|
4975
Nabors Industries
NBR
$548M
| $133K | ﹤0.01% |
1,647
-38,886
| -96% | -$3.14M |
|