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 |
Financial Select Sector SPDR Fund
XLF
|
+$471M |
| 2 |
ATVI
Activision Blizzard
ATVI
|
+$420M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$394M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$388M |
| 5 |
UnitedHealth
UNH
|
+$349M |
Top Sells
| 1 |
UBS Group
UBS
|
+$3.82B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$661M |
| 3 |
Microsoft
MSFT
|
+$648M |
| 4 |
Johnson & Johnson
JNJ
|
+$315M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$253M |
Sector Composition
| 1 | Technology | 17.05% |
| 2 | Financials | 8.65% |
| 3 | Healthcare | 8.47% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Industrials | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5151
Danaos Corp
DAC
$1.7B
| $76.4K | ﹤0.01% |
1,144
-869
| -43% | -$58K |
|
5152
Nu Skin
NUS
$598M
| $76.3K | ﹤0.01% |
2,299
-61,122
| -96% | -$2.03M |
|
5153
J. Jill
JILL
$274M
| $76.3K | ﹤0.01% |
3,560
+3,151
| +770% | +$67.5K |
|
5154
Millicom
TIGO
$8.3B
| $76.2K | ﹤0.01% |
4,999
+1,983
| +66% | +$30.2K |
|
5155
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.16B
| $76.1K | ﹤0.01% |
2,220
-2,598
| -54% | -$89K |
|
|
WTT
5156
DELISTED
Wireless Telecom Group, Inc.
WTT
| $75.9K | ﹤0.01% |
36,161
+34,788
| +2,534% | +$73.1K |
|
5157
LiveWire
LVWR
$1.07B
| $75.9K | ﹤0.01% |
6,427
+5,612
| +689% | +$66.3K |
|
5158
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$11.8M
| $75.5K | ﹤0.01% |
2,000
+1,900
| +1,900% | +$71.7K |
|
5159
Vicarious Surgical
RBOT
$34.8M
| $75.4K | ﹤0.01% |
1,373
-777
| -36% | -$42.6K |
|
5160
Bionano Genomics
BNGO
$8.51M
| $75.4K | ﹤0.01% |
206
-81
| -28% | -$29.6K |
|
5161
Winnebago Industries
WGO
$928M
| $75.3K | ﹤0.01% |
1,129
-3,714
| -77% | -$248K |
|
5162
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
$294M
| $75.2K | ﹤0.01% |
2,606
-468
| -15% | -$13.5K |
|
5163
Gold Royalty Corp
GROY
$627M
| $75K | ﹤0.01% |
42,383
-1,344
| -3% | -$2.38K |
|
|
EVBN
5164
DELISTED
Evans Bancorp Inc
EVBN
| $74.9K | ﹤0.01% |
3,006
-284
| -9% | -$7.08K |
|
5165
Verrica Pharmaceuticals
VRCA
$41.5M
| $74.8K | ﹤0.01% |
1,296
+1,121
| +641% | +$64.7K |
|
5166
First Community Corp
FCCO
$224M
| $74.6K | ﹤0.01% |
4,297
+3,987
| +1,286% | +$69.2K |
|
5167
US Treasury 12 Month Bill ETF
OBIL
$285M
| $74.4K | ﹤0.01% |
1,491
+1,039
| +230% | +$51.9K |
|
5168
5E Advanced Materials
FEAM
$87.7M
| $74.4K | ﹤0.01% |
986
+300
| +44% | +$22.6K |
|
5169
ProShares Short 7-10 Year Treasury
TBX
$13.3M
| $74.4K | ﹤0.01% |
2,591
+1,483
| +134% | +$42.6K |
|
5170
iShares Inflation Hedged Corporate Bond ETF
LQDI
$97.2M
| $74.4K | ﹤0.01% |
2,884
+2,873
| +26,118% | +$74.1K |
|
|
AIIO
5171
Robo.ai Inc
AIIO
$553M
| $74K | ﹤0.01% |
+6,920
| New | +$74K |
|
5172
Sotera Health
SHC
$4.44B
| $73.9K | ﹤0.01% |
3,921
-90,810
| -96% | -$1.71M |
|
5173
CEMIG Preferred Shares
CIG
$5.95B
| $73.9K | ﹤0.01% |
36,512
-44,066
| -55% | -$89.1K |
|
5174
BioAtla
BCAB
$36.5M
| $73.8K | ﹤0.01% |
+24,595
| New | +$73.8K |
|
5175
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.46B
| $73.8K | ﹤0.01% |
3,425
+2,570
| +301% | +$55.4K |
|