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 |
Alibaba
BABA
|
+$2.55B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$459M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$316M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$293M |
| 5 |
GSK
GSK
|
+$251M |
Top Sells
| 1 |
Stellantis
STLA
|
+$991M |
| 2 |
Microsoft
MSFT
|
+$408M |
| 3 |
Apple
AAPL
|
+$315M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$296M |
| 5 |
Intel
INTC
|
+$283M |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Consumer Discretionary | 9.1% |
| 3 | Financials | 8.49% |
| 4 | Healthcare | 7.86% |
| 5 | Industrials | 6.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5001
Enveric Biosciences
ENVB
$1.95M
| $97K | ﹤0.01% |
+42
| New | +$97K |
|
5002
Ideal Power
IPWR
$56.7M
| $97K | ﹤0.01% |
7,300
+5,702
| +357% | +$75.8K |
|
5003
Pampa Energía
PAM
$3.12B
| $97K | ﹤0.01% |
6,574
+6,022
| +1,091% | +$88.9K |
|
5004
TechTarget
TTGT
$481M
| $97K | ﹤0.01% |
1,397
-19,800
| -93% | -$1.37M |
|
5005
Acacia Research
ACTG
$319M
| $96K | ﹤0.01% |
14,426
-109
| -0.7% | -$725 |
|
5006
ATI
ATI
$11.1B
| $96K | ﹤0.01% |
4,536
-4,050
| -47% | -$85.7K |
|
5007
First Trust Switzerland AlphaDEX Fund
FSZ
$81M
| $96K | ﹤0.01% |
1,548
+1,423
| +1,138% | +$88.2K |
|
5008
Intercorp Financial Services
IFS
$4.47B
| $96K | ﹤0.01% |
+3,224
| New | +$96K |
|
5009
Pluri
PLUR
$36.2M
| $96K | ﹤0.01% |
2,509
+456
| +22% | +$17.4K |
|
|
LKCO
5010
DELISTED
Luokung Technology Corp Ordinary Shares
LKCO
| $96K | ﹤0.01% |
+307
| New | +$96K |
|
5011
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$112M
| $95K | ﹤0.01% |
2,803
-1,384
| -33% | -$46.9K |
|
5012
Direxion Daily MSCI Mexico Bull 3X Shares
MEXX
$20.9M
| $95K | ﹤0.01% |
7,415
+6,505
| +715% | +$83.3K |
|
5013
First Western Financial
MYFW
$226M
| $95K | ﹤0.01% |
3,815
+2,229
| +141% | +$55.5K |
|
5014
UFP Technologies
UFPT
$1.49B
| $95K | ﹤0.01% |
1,898
+223
| +13% | +$11.2K |
|
5015
Wah Fu Education Group
WAFU
$7.67M
| $95K | ﹤0.01% |
7,572
+5,538
| +272% | +$69.5K |
|
5016
WisdomTree
WT
$2.16B
| $95K | ﹤0.01% |
15,240
-10,595
| -41% | -$66K |
|
|
ERF
5017
DELISTED
Enerplus Corporation
ERF
| $95K | ﹤0.01% |
19,035
+7,617
| +67% | +$38K |
|
|
VRTV
5018
DELISTED
VERITIV CORPORATION
VRTV
| $95K | ﹤0.01% |
2,231
-6,723
| -75% | -$286K |
|
5019
Bit Digital
BTBT
$1B
| $95K | ﹤0.01% |
6,271
+2,989
| +91% | +$45.3K |
|
5020
Farmers National Banc Corp
FMNB
$550M
| $95K | ﹤0.01% |
5,663
+1,429
| +34% | +$24K |
|
5021
Columbia Financial
CLBK
$1.63B
| $94K | ﹤0.01% |
5,353
+1,320
| +33% | +$23.2K |
|
5022
DB Gold Double Long ETN due February 15, 2038
DGP
$201M
| $94K | ﹤0.01% |
2,640
+595
| +29% | +$21.2K |
|
5023
ProShares Ultra MSCI Emerging Markets
EET
$26.6M
| $94K | ﹤0.01% |
+930
| New | +$94K |
|
5024
International Money Express
IMXI
$427M
| $94K | ﹤0.01% |
6,258
-826
| -12% | -$12.4K |
|
5025
Quantum Corp
QMCO
$158M
| $94K | ﹤0.01% |
563
+52
| +10% | +$8.68K |
|