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 | |
|---|---|---|---|---|---|---|
5376
PLDT
PHI
$4.22B
| $49.8K | ﹤0.01% |
1,971
-49,343
| -96% | -$1.25M |
|
5377
Cipher Mining
CIFR
$4.83B
| $49.7K | ﹤0.01% |
21,342
-4,499
| -17% | -$10.5K |
|
5378
ProShares UltraShort Energy
DUG
$10.8M
| $49.7K | ﹤0.01% |
+953
| New | +$49.7K |
|
5379
Innovator US Equity Ultra Buffer ETF August
UAUG
$239M
| $49.5K | ﹤0.01% |
1,829
+1,319
| +259% | +$35.7K |
|
5380
Direxion Daily MSCI Mexico Bull 3X Shares
MEXX
$20.9M
| $49.5K | ﹤0.01% |
1,830
-3,635
| -67% | -$98.2K |
|
|
AMRS
5381
DELISTED
Amyris Inc.
AMRS
| $49.3K | ﹤0.01% |
36,226
-1,419
| -4% | -$1.93K |
|
5382
Akebia Therapeutics
AKBA
$748M
| $49.3K | ﹤0.01% |
87,975
+29,220
| +50% | +$16.4K |
|
5383
US Treasury 10 Year Note ETF
UTEN
$226M
| $49.2K | ﹤0.01% |
+1,049
| New | +$49.2K |
|
5384
iShares MSCI Austria ETF
EWO
$109M
| $49.1K | ﹤0.01% |
2,423
-3,446
| -59% | -$69.8K |
|
5385
ProShares Short MidCap400
MYY
$3.47M
| $49.1K | ﹤0.01% |
2,048
-2,571
| -56% | -$61.6K |
|
5386
STF Tactical Growth ETF
TUG
$208M
| $49K | ﹤0.01% |
1,986
+722
| +57% | +$17.8K |
|
|
CALB
5387
DELISTED
California BanCorp Common Stock
CALB
| $48.9K | ﹤0.01% |
2,508
+894
| +55% | +$17.4K |
|
|
JEQ
5388
abrdn Japan Equity Fund
JEQ
$122M
| $48.9K | ﹤0.01% |
8,943
+4,616
| +107% | +$25.2K |
|
|
ULTR
5389
DELISTED
IQ Ultra Short Duration ETF
ULTR
| $48.9K | ﹤0.01% |
+1,029
| New | +$48.9K |
|
5390
Iris Energy
IREN
$10.5B
| $48.8K | ﹤0.01% |
15,957
+3,259
| +26% | +$9.97K |
|
5391
eGain
EGAN
$243M
| $48.8K | ﹤0.01% |
6,429
+1,731
| +37% | +$13.1K |
|
5392
MeiraGTx Holdings
MGTX
$608M
| $48.6K | ﹤0.01% |
9,405
+2,475
| +36% | +$12.8K |
|
|
GLO
5393
Clough Global Opportunities Fund
GLO
$245M
| $48.5K | ﹤0.01% |
9,921
+3,362
| +51% | +$16.4K |
|
|
NSPI
5394
DELISTED
Nationwide S&P 500 Risk Managed Income ETF
NSPI
| $48.5K | ﹤0.01% |
2,413
+1,051
| +77% | +$21.1K |
|
5395
iShares US Small Cap Value Factor ETF
SVAL
$144M
| $48.5K | ﹤0.01% |
+1,822
| New | +$48.5K |
|
5396
SkyWater Technology
SKYT
$663M
| $48.5K | ﹤0.01% |
4,260
+2,441
| +134% | +$27.8K |
|
5397
Encore Capital Group
ECPG
$1.04B
| $48.4K | ﹤0.01% |
960
+580
| +153% | +$29.3K |
|
|
CULL
5398
DELISTED
Cullman Bancorp Inc.
CULL
| $48.4K | ﹤0.01% |
4,500
-1,110
| -20% | -$11.9K |
|
5399
BARK
BARK
$146M
| $48.3K | ﹤0.01% |
33,287
-22,536
| -40% | -$32.7K |
|
5400
OneAscent International Equity ETF
OAIM
$227M
| $48.3K | ﹤0.01% |
1,636
+670
| +69% | +$19.8K |
|