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 | |
|---|---|---|---|---|---|---|
|
AGTI
5401
DELISTED
Agiliti Inc
AGTI
| $48.2K | ﹤0.01% |
3,018
+625
| +26% | +$9.99K |
|
5402
HF Foods Group
HFFG
$187M
| $48.1K | ﹤0.01% |
12,281
+2,270
| +23% | +$8.9K |
|
5403
InfuSystem Holdings
INFU
$204M
| $48.1K | ﹤0.01% |
6,207
-1,465
| -19% | -$11.4K |
|
|
PSMG
5404
DELISTED
Invesco Growth Multi-Asset Allocation ETF
PSMG
| $48.1K | ﹤0.01% |
2,887
+2,549
| +754% | +$42.5K |
|
5405
Nautilus Biotechnolgy
NAUT
$86M
| $48K | ﹤0.01% |
17,313
+2,864
| +20% | +$7.93K |
|
|
MGOL
5406
DELISTED
MGO Global Inc. Common Stock
MGOL
| $47.9K | ﹤0.01% |
+3,283
| New | +$47.9K |
|
|
HUT
5407
Hut 8
HUT
$3.82B
| $47.7K | ﹤0.01% |
5,155
-3,169
| -38% | -$29.3K |
|
|
ONIT
5408
Onity Group
ONIT
$346M
| $47.7K | ﹤0.01% |
1,757
-322
| -15% | -$8.73K |
|
5409
First Trust Low Duration Strategic Focus ETF
LDSF
$131M
| $47.6K | ﹤0.01% |
2,555
-2,698
| -51% | -$50.3K |
|
5410
Foghorn Therapeutics
FHTX
$284M
| $47.5K | ﹤0.01% |
7,659
+2,612
| +52% | +$16.2K |
|
5411
AllianzIM U.S. Large Cap Buffer20 Nov ETF
NVBW
$64.7M
| $47.5K | ﹤0.01% |
1,799
+1,399
| +350% | +$36.9K |
|
5412
Stagwell
STGW
$1.32B
| $47.4K | ﹤0.01% |
6,386
-22,565
| -78% | -$167K |
|
5413
Greenlight Captial
GLRE
$440M
| $47.4K | ﹤0.01% |
5,045
+938
| +23% | +$8.81K |
|
5414
Genie Energy
GNE
$397M
| $47.2K | ﹤0.01% |
3,417
+1,017
| +42% | +$14.1K |
|
5415
Quad
QUAD
$332M
| $47.2K | ﹤0.01% |
11,002
-4,913
| -31% | -$21.1K |
|
5416
Goldman Sachs Innovate Equity ETF
GINN
$243M
| $47.2K | ﹤0.01% |
1,017
-2,490
| -71% | -$116K |
|
5417
fuboTV
FUBO
$1.49B
| $47.1K | ﹤0.01% |
38,931
-154,176
| -80% | -$187K |
|
|
BINI
5418
Bollinger Innovations
BINI
$1.51M
| – | – |
0
| – | -$80.1K |
|
5419
Ovid Therapeutics
OVID
$86M
| $46.6K | ﹤0.01% |
18,069
+1,276
| +8% | +$3.29K |
|
5420
Fidelity US Multifactor ETF
FLRG
$271M
| $46.5K | ﹤0.01% |
1,883
+1,226
| +187% | +$30.3K |
|
|
WHWK
5421
Whitehawk Therapeutics
WHWK
$90.5M
| $46.5K | ﹤0.01% |
6,424
+1,399
| +28% | +$10.1K |
|
5422
CuriosityStream
CURI
$305M
| $46.5K | ﹤0.01% |
34,412
+14,189
| +70% | +$19.2K |
|
5423
AB Ultra Short Income ETF
YEAR
$1.47B
| $46.4K | ﹤0.01% |
+925
| New | +$46.4K |
|
5424
BlackRock Intermediate Muni Income Bond ETF
INMU
$141M
| $46.2K | ﹤0.01% |
1,958
-1,425
| -42% | -$33.6K |
|
|
HGEN
5425
DELISTED
HUMANIGEN, INC.
HGEN
| $46.2K | ﹤0.01% |
322,732
+116,581
| +57% | +$16.7K |
|