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 | |
|---|---|---|---|---|---|---|
|
MGH
5851
DELISTED
Minco Gold Corp
MGH
| $10K | ﹤0.01% |
37,949
+21,949
| +137% | +$5.78K |
|
|
RNWK
5852
DELISTED
RealNetworks Inc
RNWK
| $10K | ﹤0.01% |
2,342
-1,008
| -30% | -$4.3K |
|
5853
Ascent Industries
ACNT
$119M
| $10K | ﹤0.01% |
1,067
-1,474
| -58% | -$13.8K |
|
5854
Atossa Therapeutics
ATOS
$108M
| $10K | ﹤0.01% |
415
+414
| +41,400% | +$9.98K |
|
5855
Blue Bird Corp
BLBD
$1.84B
| $10K | ﹤0.01% |
+651
| New | +$10K |
|
|
EIGR
5856
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $10K | ﹤0.01% |
+24
| New | +$10K |
|
5857
Winmark
WINA
$1.74B
| $10K | ﹤0.01% |
94
-358
| -79% | -$38.1K |
|
5858
Weis Markets
WMK
$1.75B
| $10K | ﹤0.01% |
186
-125
| -40% | -$6.72K |
|
|
NTBL
5859
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
| $10K | ﹤0.01% |
+53
| New | +$10K |
|
|
YAO
5860
DELISTED
Invesco China All-Cap ETF
YAO
| $10K | ﹤0.01% |
381
| – | – |
|
|
AFMD
5861
DELISTED
Affimed
AFMD
| $9K | ﹤0.01% |
307
+25
| +9% | +$733 |
|
5862
Air Industries Group
AIRI
$15.7M
| $9K | ﹤0.01% |
188
+148
| +370% | +$7.09K |
|
5863
Allient
ALNT
$779M
| $9K | ﹤0.01% |
702
-1,368
| -66% | -$17.5K |
|
5864
Innodata
INOD
$1.99B
| $9K | ﹤0.01% |
3,727
+1,827
| +96% | +$4.41K |
|
5865
Inseego
INSG
$200M
| $9K | ﹤0.01% |
258
+208
| +416% | +$7.26K |
|
5866
inTEST
INTT
$90.8M
| $9K | ﹤0.01% |
2,236
+516
| +30% | +$2.08K |
|
5867
Koss Corp
KOSS
$53.8M
| $9K | ﹤0.01% |
4,110
+3,957
| +2,586% | +$8.67K |
|
5868
M/I Homes
MHO
$4.07B
| $9K | ﹤0.01% |
382
-8,299
| -96% | -$196K |
|
5869
ETRACS Alerian MLP Infrastructure Index ETN Series B due April 2, 2040
MLPB
$209M
| $9K | ﹤0.01% |
327
| – | – |
|
5870
Nortech Systems
NSYS
$26.7M
| $9K | ﹤0.01% |
+2,368
| New | +$9K |
|
5871
Orion Energy Systems
OESX
$31.4M
| $9K | ﹤0.01% |
+689
| New | +$9K |
|
5872
StoneX
SNEX
$5.04B
| $9K | ﹤0.01% |
495
-1,134
| -70% | -$20.6K |
|
|
SVT
5873
DELISTED
Servotronics
SVT
| $9K | ﹤0.01% |
+822
| New | +$9K |
|
5874
Taylor Morrison
TMHC
$6.88B
| $9K | ﹤0.01% |
500
-9,531
| -95% | -$172K |
|
5875
Veracyte
VCYT
$2.43B
| $9K | ﹤0.01% |
1,175
-3,462
| -75% | -$26.5K |
|