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 |
Chipotle Mexican Grill
CMG
|
+$692M |
| 2 |
SPDR Gold Trust
GLD
|
+$432M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$294M |
| 4 |
PX
Praxair Inc
PX
|
+$288M |
| 5 |
Visa
V
|
+$208M |
Top Sells
| 1 |
Boeing
BA
|
+$438M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$255M |
| 3 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
+$178M |
| 4 |
TE
TECO ENERGY INC
TE
|
+$176M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$161M |
Sector Composition
| 1 | Financials | 8.14% |
| 2 | Healthcare | 7.99% |
| 3 | Technology | 7.51% |
| 4 | Consumer Discretionary | 6.36% |
| 5 | Industrials | 6.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5726
Wintrust Financial
WTFC
$9.08B
| $12K | ﹤0.01% |
210
-866
| -80% | -$49.5K |
|
|
ARAV
5727
DELISTED
Aravive, Inc. Common Stock
ARAV
| $12K | ﹤0.01% |
163
+30
| +23% | +$2.21K |
|
|
SALM
5728
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
| $12K | ﹤0.01% |
2,064
+964
| +88% | +$5.61K |
|
|
EMAN
5729
DELISTED
eMagin Corporation
EMAN
| $12K | ﹤0.01% |
4,631
+1,931
| +72% | +$5K |
|
|
ATHX
5730
DELISTED
Athersys, Inc. Common Stock
ATHX
| $12K | ﹤0.01% |
224
+184
| +460% | +$9.86K |
|
|
PRGX
5731
DELISTED
PRGX Global, Inc.
PRGX
| $12K | ﹤0.01% |
2,597
+213
| +9% | +$984 |
|
|
HOME
5732
DELISTED
At Home Group Inc.
HOME
| $12K | ﹤0.01% |
+792
| New | +$12K |
|
|
ALBO
5733
DELISTED
Albireo Pharma, Inc. Common Stock
ALBO
| $12K | ﹤0.01% |
930
+918
| +7,650% | +$11.8K |
|
|
AUTO
5734
DELISTED
AutoWeb, Inc. Common Stock
AUTO
| $12K | ﹤0.01% |
652
+651
| +65,100% | +$12K |
|
5735
Angi Inc
ANGI
$760M
| $12K | ﹤0.01% |
123
-27
| -18% | -$2.63K |
|
|
DGICB
5736
Donegal Group Class B
DGICB
$606M
| $12K | ﹤0.01% |
707
+310
| +78% | +$5.26K |
|
5737
EVI Industries
EVI
$348M
| $12K | ﹤0.01% |
1,515
+667
| +79% | +$5.28K |
|
5738
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$278M
| $12K | ﹤0.01% |
361
-1,164
| -76% | -$38.7K |
|
5739
Fuel Tech
FTEK
$113M
| $12K | ﹤0.01% |
8,443
-2,006
| -19% | -$2.85K |
|
5740
GEE Group
JOB
$23M
| $12K | ﹤0.01% |
2,281
+2,275
| +37,917% | +$12K |
|
5741
Noodles & Co
NDLS
$30.7M
| $12K | ﹤0.01% |
2,546
-5,316
| -68% | -$25.1K |
|
5742
National Healthcare
NHC
$1.78B
| $12K | ﹤0.01% |
183
| – | – |
|
|
ASM
5743
Avino Silver & Gold Mines
ASM
$640M
| $11K | ﹤0.01% |
5,535
+3,535
| +177% | +$7.03K |
|
5744
Alphatec Holdings
ATEC
$2.26B
| $11K | ﹤0.01% |
+1,187
| New | +$11K |
|
5745
A10 Networks
ATEN
$1.26B
| $11K | ﹤0.01% |
1,039
+1,000
| +2,564% | +$10.6K |
|
5746
Aviat Networks
AVNW
$305M
| $11K | ﹤0.01% |
2,468
+2,460
| +30,750% | +$11K |
|
5747
DMC Global
BOOM
$145M
| $11K | ﹤0.01% |
1,029
-571
| -36% | -$6.1K |
|
5748
BlueLinx
BXC
$617M
| $11K | ﹤0.01% |
1,218
-2,907
| -70% | -$26.3K |
|
5749
Codexis
CDXS
$219M
| $11K | ﹤0.01% |
+2,526
| New | +$11K |
|
5750
Xtrackers Russell US Multifactor ETF
DEUS
$187M
| $11K | ﹤0.01% |
422
-2,438
| -85% | -$63.6K |
|