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 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5326
National Bankshares
NKSH
$196M
| $53.1K | ﹤0.01% |
1,687
+1,061
| +169% | +$33.4K |
|
5327
KalVista Pharmaceuticals
KALV
$665M
| $53K | ﹤0.01% |
6,746
-2,888
| -30% | -$22.7K |
|
5328
US Diversified Real Estate ETF
PPTY
$35.7M
| $52.9K | ﹤0.01% |
1,879
-207
| -10% | -$5.83K |
|
5329
Peoples Bancorp of North Carolina
PEBK
$166M
| $52.9K | ﹤0.01% |
1,664
-488
| -23% | -$15.5K |
|
5330
Xtrackers Short Duration High Yield Bond ETF
SHYL
$232M
| $52.9K | ﹤0.01% |
1,211
-1,717
| -59% | -$74.9K |
|
5331
EverCommerce
EVCM
$2.15B
| $52.8K | ﹤0.01% |
4,992
-3,675
| -42% | -$38.9K |
|
|
XXII
5332
22nd Century Group
XXII
$7.45M
| – | – |
0
| – | -$59.1K |
|
5333
Sonder
SOND
$23.4M
| $52.7K | ﹤0.01% |
3,481
+1,954
| +128% | +$29.6K |
|
|
IVCB
5334
DELISTED
Investcorp Europe Acquisition Corp I Class A Ordinary Shares
IVCB
| $52.6K | ﹤0.01% |
5,028
+3,372
| +204% | +$35.3K |
|
5335
Limbach Holdings
LMB
$1.23B
| $52.4K | ﹤0.01% |
3,031
+1,045
| +53% | +$18.1K |
|
5336
Inseego
INSG
$202M
| $52.3K | ﹤0.01% |
8,986
-2,421
| -21% | -$14.1K |
|
5337
Willis Lease Finance
WLFC
$1.11B
| $52.2K | ﹤0.01% |
+953
| New | +$52.2K |
|
5338
Innovator International Developed Power Buffer ETF July
IJUL
$236M
| $52.2K | ﹤0.01% |
+2,057
| New | +$52.2K |
|
5339
USCB Financial Holdings
USCB
$345M
| $52.2K | ﹤0.01% |
5,275
+2,279
| +76% | +$22.5K |
|
5340
Nathan's Famous
NATH
$421M
| $52.2K | ﹤0.01% |
690
+260
| +60% | +$19.7K |
|
5341
Consumer Portfolio Services
CPSS
$181M
| $52.1K | ﹤0.01% |
4,871
+1,587
| +48% | +$17K |
|
5342
Pioneer Bancorp
PBFS
$336M
| $52.1K | ﹤0.01% |
5,281
+1,622
| +44% | +$16K |
|
5343
AltShares Merger Arbitrage ETF
ARB
$87.8M
| $52K | ﹤0.01% |
+2,051
| New | +$52K |
|
5344
FVCBankcorp
FVCB
$242M
| $51.8K | ﹤0.01% |
4,866
-1,183
| -20% | -$12.6K |
|
5345
Celcuity
CELC
$2.2B
| $51.7K | ﹤0.01% |
5,044
-64
| -1% | -$656 |
|
5346
Biglari Holdings Class A
BH.A
$956M
| $51.5K | ﹤0.01% |
+62
| New | +$51.5K |
|
|
BELFB
5347
Bel Fuse Inc Class B
BELFB
$1.8B
| $51.4K | ﹤0.01% |
1,369
+80
| +6% | +$3.01K |
|
5348
Aterian
ATER
$9.94M
| $51.3K | ﹤0.01% |
4,970
-10
| -0.2% | -$103 |
|
5349
DHI Group
DHX
$138M
| $51.2K | ﹤0.01% |
13,188
+5,680
| +76% | +$22K |
|
|
CONN
5350
DELISTED
Conn's Inc.
CONN
| $51.1K | ﹤0.01% |
8,431
+474
| +6% | +$2.87K |
|