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 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.8B |
| 2 |
American International
AIG
|
+$505M |
| 3 |
iShares China Large-Cap ETF
FXI
|
+$342M |
| 4 |
Xerox
XRX
|
+$300M |
| 5 |
PepsiCo
PEP
|
+$294M |
Top Sells
| 1 |
Apple
AAPL
|
+$375M |
| 2 |
Qualcomm
QCOM
|
+$339M |
| 3 |
Johnson & Johnson
JNJ
|
+$304M |
| 4 |
Eversource Energy
ES
|
+$287M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$275M |
Sector Composition
| 1 | Financials | 9.82% |
| 2 | Healthcare | 7.64% |
| 3 | Energy | 7.34% |
| 4 | Technology | 7.3% |
| 5 | Consumer Discretionary | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DZSI
5876
DELISTED
DZS Inc. Common Stock
DZSI
| $11K | ﹤0.01% |
1,563
-1,132
| -42% | -$7.97K |
|
|
MAMS
5877
DELISTED
MAM Software Group Inc. New
MAMS
| $11K | ﹤0.01% |
1,893
-936
| -33% | -$5.44K |
|
|
IMI
5878
DELISTED
Intermolecular, Inc.
IMI
| $11K | ﹤0.01% |
5,791
+3,984
| +220% | +$7.57K |
|
|
BCA
5879
DELISTED
CORPBANCA SPONSORED ADR REPSTG (1-1,500)COM STK
BCA
| $11K | ﹤0.01% |
854
-39
| -4% | -$502 |
|
5880
Alto Ingredients
ALTO
$91.3M
| $10K | ﹤0.01% |
1,572
-6,513
| -81% | -$41.4K |
|
5881
AngioDynamics
ANGO
$433M
| $10K | ﹤0.01% |
769
-1,161
| -60% | -$15.1K |
|
5882
Astrotech Corp
ASTC
$8.39M
| $10K | ﹤0.01% |
33
+24
| +267% | +$7.27K |
|
5883
Carver Bancorp
CARV
$12.2M
| $10K | ﹤0.01% |
1,428
+713
| +100% | +$4.99K |
|
5884
Cemtrex
CETX
$4.43M
| – | – |
0
| – | -$3K |
|
5885
Eledon Pharmaceuticals
ELDN
$145M
| $10K | ﹤0.01% |
6
+5
| +500% | +$8.33K |
|
5886
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$396M
| $10K | ﹤0.01% |
511
+211
| +70% | +$4.13K |
|
5887
Enova International
ENVA
$2.88B
| $10K | ﹤0.01% |
986
-2,304
| -70% | -$23.4K |
|
5888
Equus Total Return
EQS
$33.3M
| $10K | ﹤0.01% |
5,709
+800
| +16% | +$1.4K |
|
5889
Eterna Therapeutics
ERNA
$9.9M
| $10K | ﹤0.01% |
1
| – | – |
|
|
EVRI
5890
DELISTED
Everi Holdings
EVRI
| $10K | ﹤0.01% |
1,900
| – | – |
|
5891
Flushing Financial
FFIC
$476M
| $10K | ﹤0.01% |
+514
| New | +$10K |
|
5892
GigaMedia
GIGM
$19.9M
| $10K | ﹤0.01% |
3,889
+3,234
| +494% | +$8.32K |
|
5893
Koss Corp
KOSS
$53.8M
| $10K | ﹤0.01% |
4,649
+2,925
| +170% | +$6.29K |
|
5894
LiqTech
LIQT
$21.8M
| $10K | ﹤0.01% |
+311
| New | +$10K |
|
5895
Mistras Group
MG
$299M
| $10K | ﹤0.01% |
809
-1,213
| -60% | -$15K |
|
5896
Modine Manufacturing
MOD
$7.86B
| $10K | ﹤0.01% |
1,300
| – | – |
|
5897
Nova
NVMI
$8.69B
| $10K | ﹤0.01% |
982
-41,106
| -98% | -$419K |
|
5898
Origin Agritech
SEED
$8.68M
| $10K | ﹤0.01% |
740
+490
| +196% | +$6.62K |
|
5899
SPAR Group
SGRP
$26.8M
| $10K | ﹤0.01% |
6,649
+2,271
| +52% | +$3.42K |
|
5900
VanEck CEF Muni Income ETF
XMPT
$177M
| $10K | ﹤0.01% |
382
+115
| +43% | +$3.01K |
|